|
201
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.5M
|
+$347K
|
+6,921
|
+11%
|
|
|
202
|
Sunbelt Securities
Houston,
Texas
|
$3.48M
|
+$44.3K
|
+882
|
+1%
|
|
|
203
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.46M
|
+$146K
|
+2,919
|
+4%
|
|
|
204
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.41M
|
-$803K
|
-16,014
|
-19%
|
|
|
205
|
Level Four Advisory Services
Dallas,
Texas
|
$3.33M
|
+$234K
|
+4,659
|
+8%
|
|
|
206
|
AtlasMark Financial
Austin,
Texas
|
$3.3M
|
+$15K
|
+299
|
+0.5%
|
|
|
207
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.29M
|
+$91.5K
|
+1,824
|
+3%
|
|
|
208
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.25M
|
+$651K
|
+12,976
|
+25%
|
|
|
209
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$3.24M
|
-$81.4K
|
-1,622
|
-2%
|
|
|
210
|
Facet Wealth Inc
Baltimore,
Maryland
|
$3.16M
|
-$368K
|
-7,338
|
-10%
|
|
|
211
|
Independent Financial Group
San Diego,
California
|
$3.16M
|
+$236K
|
+4,708
|
+8%
|
|
|
212
|
Lazard Asset Management
New York
|
$3.1M
|
–
|
–
|
–
|
|
|
213
|
Benedetti & Gucer
Atlanta,
Georgia
|
$3.08M
|
+$61K
|
+1,216
|
+2%
|
|
|
214
|
Knightsbridge Asset Management
Newport Beach,
California
|
$3.07M
|
+$260K
|
+5,179
|
+9%
|
|
|
215
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.06M
|
+$51.6K
|
+1,029
|
+2%
|
|
|
216
|
Hoese & Co
Glencoe,
Minnesota
|
$3.05M
|
+$912K
|
+18,170
|
+43%
|
|
|
217
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.04M
|
+$481K
|
+9,595
|
+19%
|
|
|
218
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.04M
|
+$565K
|
+11,255
|
+23%
|
|
|
219
|
Global Retirement Partners
San Rafael,
California
|
$2.99M
|
+$42.3K
|
+843
|
+1%
|
|
|
220
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.88M
|
+$799K
|
+15,929
|
+40%
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.85M
|
+$2.04M
|
+40,680
|
+255%
|
|
|
222
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.84M
|
-$545K
|
-10,856
|
-16%
|
|
|
223
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.83M
|
-$20.8K
|
-415
|
-0.7%
|
|
|
224
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.83M
|
-$292K
|
-5,810
|
-9%
|
|
|
225
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.82M
|
+$40.6K
|
+809
|
+1%
|
|
