|
101
|
Creative Planning
Overland Park,
Kansas
|
$606K
|
-$309K
|
-4,550
|
-33%
|
|
|
102
|
Franklin Resources
San Mateo,
California
|
$586K
|
+$96.1K
|
+1,414
|
+18%
|
|
|
103
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$573K
|
+$603K
|
+8,863
|
New
|
|
|
104
|
GeoWealth Management
Chicago,
Illinois
|
$565K
|
+$564K
|
+8,302
|
+1,857%
|
|
|
105
|
Raymond James Financial
St Petersburg,
Florida
|
$562K
|
+$592K
|
+8,704
|
New
|
|
|
106
|
Maia Wealth
Denver,
Colorado
|
$560K
|
+$116K
|
+1,706
|
+26%
|
|
|
107
|
West Coast Financial
Santa Barbara,
California
|
$557K
|
+$586K
|
+8,622
|
New
|
|
|
108
|
MA Private Wealth
San Carlos,
California
|
$539K
|
+$6.12K
|
+90
|
+1%
|
|
|
109
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$537K
|
+$95.9K
|
+1,410
|
+20%
|
|
|
110
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$537K
|
+$565K
|
+8,307
|
New
|
|
|
111
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$529K
|
+$680
|
+10
|
+0.1%
|
|
|
112
|
Diversify Advisory Services
Sandy,
Utah
|
$524K
|
-$142K
|
-2,095
|
-20%
|
|
|
113
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$515K
|
+$89.4K
|
+1,315
|
+21%
|
|
|
114
|
|
$505K
|
+$53K
|
+779
|
+11%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$505K
|
+$17.4K
|
+256
|
+3%
|
|
|
116
|
Parkworth Wealth Management
Los Gatos,
California
|
$450K
|
+$473K
|
+6,963
|
New
|
|
|
117
|
Golden State Wealth Management
Santa Ana,
California
|
$444K
|
+$467K
|
+6,872
|
New
|
|
|
118
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$433K
|
+$38.1K
|
+561
|
+9%
|
|
|
119
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$425K
|
+$447K
|
+6,580
|
New
|
|
|
120
|
Mariner
Overland Park,
Kansas
|
$423K
|
+$228K
|
+3,356
|
+105%
|
|
|
121
|
WealthGarden F.S.
El Segundo,
California
|
$416K
|
+$62.8K
|
+924
|
+17%
|
|
|
122
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$412K
|
+$433K
|
+6,375
|
New
|
|
|
123
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$412K
|
+$12.7K
|
+187
|
+3%
|
|
|
124
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$401K
|
+$166K
|
+2,449
|
+65%
|
|
|
125
|
Strategic Blueprint
Atlanta,
Georgia
|
$396K
|
-$32.8K
|
-482
|
-7%
|
|
