|
201
|
Evanson Asset Management
Carmel,
California
|
$3.04M
|
-$449K
|
-13,443
|
-14%
|
|
|
202
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.02M
|
+$578K
|
+17,303
|
+26%
|
|
|
203
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.99M
|
–
|
–
|
–
|
|
|
204
|
Wolfstich Capital
Medfield,
Massachusetts
|
$2.96M
|
-$1.58M
|
-47,302
|
-36%
|
|
|
205
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.93M
|
+$166K
|
+4,985
|
+6%
|
|
|
206
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.85M
|
-$411K
|
-12,299
|
-13%
|
|
|
207
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.82M
|
+$297K
|
+8,899
|
+13%
|
|
|
208
|
Austin Private Wealth
Austin,
Texas
|
$2.81M
|
+$647K
|
+19,382
|
+32%
|
|
|
209
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.72M
|
+$273K
|
+8,189
|
+12%
|
|
|
210
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.71M
|
+$65.1K
|
+1,951
|
+3%
|
|
|
211
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.66M
|
+$275K
|
+8,232
|
+12%
|
|
|
212
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
-$2.74K
|
-82
|
-0.1%
|
|
|
213
|
Strategent Financial
Harrisonburg,
Virginia
|
$2.59M
|
+$540K
|
+16,184
|
+29%
|
|
|
214
|
Creative Planning
Overland Park,
Kansas
|
$2.56M
|
-$577K
|
-17,284
|
-19%
|
|
|
215
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.54M
|
-$24.3K
|
-727
|
-1%
|
|
|
216
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.5M
|
+$125K
|
+3,736
|
+6%
|
|
|
217
|
Farther Finance Advisors
San Francisco,
California
|
$2.5M
|
+$38.7K
|
+1,160
|
+2%
|
|
|
218
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.46M
|
-$4.04K
|
-121
|
-0.2%
|
|
|
219
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.41M
|
+$52.3K
|
+1,565
|
+2%
|
|
|
220
|
Fidelis Capital Partners
Tampa,
Florida
|
$2.41M
|
-$41.9K
|
-1,255
|
-2%
|
|
|
221
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.4M
|
+$386K
|
+11,554
|
+21%
|
|
|
222
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.39M
|
+$469K
|
+14,040
|
+26%
|
|
|
223
|
TownSquare Capital
Provo,
Utah
|
$2.28M
|
-$312K
|
-9,353
|
-13%
|
|
|
224
|
NWAM LLC
Mercer Island,
Washington
|
$2.25M
|
+$937K
|
+28,067
|
+80%
|
|
|
225
|
Friday Financial
Dubuque,
Iowa
|
$2.23M
|
+$85.1K
|
+2,549
|
+4%
|
|
