|
76
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.65M
|
+$1.66M
|
+63,956
|
New
|
|
|
77
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.57M
|
+$146K
|
+5,626
|
+10%
|
|
|
78
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.49M
|
+$103K
|
+3,955
|
+7%
|
|
|
79
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.48M
|
+$1.82K
|
+70
|
+0.1%
|
|
|
80
|
Summit Financial
Parsippany,
New Jersey
|
$1.47M
|
+$21.7K
|
+836
|
+1%
|
|
|
81
|
Truist Financial
Charlotte,
North Carolina
|
$1.46M
|
+$388K
|
+14,909
|
+36%
|
|
|
82
|
Western Wealth Management
Golden,
Colorado
|
$1.4M
|
+$103K
|
+3,975
|
+8%
|
|
|
83
|
MAI Capital Management
Independence,
Ohio
|
$1.33M
|
+$834K
|
+32,074
|
+164%
|
|
|
84
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.31M
|
-$96.5K
|
-3,711
|
-7%
|
|
|
85
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.18M
|
+$1.19M
|
+45,712
|
New
|
|
|
86
|
Natixis Advisors
Boston,
Massachusetts
|
$1.13M
|
+$573K
|
+22,031
|
+101%
|
|
|
87
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.05M
|
–
|
–
|
–
|
|
|
88
|
Prospera Financial Services
Dallas,
Texas
|
$1.01M
|
+$730K
|
+28,080
|
+251%
|
|
|
89
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$982K
|
+$183K
|
+7,039
|
+23%
|
|
|
90
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$973K
|
+$96.1K
|
+3,696
|
+11%
|
|
|
91
|
LongView Wealth Management
Atlanta,
Georgia
|
$971K
|
+$94.3K
|
+3,627
|
+11%
|
|
|
92
|
Clearwave Capital
Upland,
California
|
$965K
|
+$5.93K
|
+228
|
+0.6%
|
|
|
93
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$951K
|
+$122K
|
+4,689
|
+15%
|
|
|
94
|
Boyer Financial Services
Newport Beach,
California
|
$950K
|
+$215K
|
+8,285
|
+29%
|
|
|
95
|
Independent Financial Group
San Diego,
California
|
$905K
|
-$6.24K
|
-240
|
-0.7%
|
|
|
96
|
D.A. Davidson & Co
Great Falls,
Montana
|
$902K
|
+$909K
|
+34,958
|
New
|
|
|
97
|
Steward Partners Investment Advisory
New York
|
$900K
|
+$590K
|
+22,703
|
+186%
|
|
|
98
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$863K
|
+$522K
|
+20,088
|
+150%
|
|
|
99
|
Davenport & Co
Richmond,
Virginia
|
$810K
|
+$77.3K
|
+2,972
|
+10%
|
|
|
100
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$774K
|
+$230K
|
+8,842
|
+42%
|
|
