|
101
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$258K
|
+$262K
|
+6,065
|
New
|
|
|
102
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$258K
|
-$248K
|
-5,749
|
-49%
|
|
|
103
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$253K
|
-$148K
|
-3,425
|
-36%
|
|
|
104
|
Old Mission Capital
Chicago,
Illinois
|
$248K
|
+$252K
|
+5,842
|
New
|
|
|
105
|
World Investment Advisors
Santa Barbara,
California
|
$238K
|
-$115K
|
-2,669
|
-32%
|
|
|
106
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$237K
|
+$241K
|
+5,585
|
New
|
|
|
107
|
Tidemark
San Diego,
California
|
$237K
|
-$44.7K
|
-1,035
|
-16%
|
|
|
108
|
Tempus Wealth Planning
Irvine,
California
|
$237K
|
+$4.27K
|
+99
|
+2%
|
|
|
109
|
|
$236K
|
+$156K
|
+3,613
|
+185%
|
|
|
110
|
Flagstar Advisors
New York
|
$231K
|
+$2.94K
|
+68
|
+1%
|
|
|
111
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$226K
|
+$230K
|
+5,330
|
New
|
|
|
112
|
Williams Financial
North Bennington,
Vermont
|
$226K
|
+$2.59K
|
+60
|
+1%
|
|
|
113
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$225K
|
+$229K
|
+5,299
|
New
|
|
|
114
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$223K
|
+$6.56K
|
+152
|
+3%
|
|
|
115
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$218K
|
-$105K
|
-2,440
|
-32%
|
|
|
116
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$212K
|
-$137K
|
-3,180
|
-39%
|
|
|
117
|
Institute for Wealth Management
Denver,
Colorado
|
$205K
|
-$8.76K
|
-203
|
-4%
|
|
|
118
|
Brewster Financial Planning
Brooklyn,
New York
|
$202K
|
+$206K
|
+4,762
|
New
|
|
|
119
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$201K
|
-$89.5K
|
-2,074
|
-30%
|
|
|
120
|
Physician Wealth Advisors
Midvale,
Utah
|
$198K
|
+$1.55K
|
+36
|
+0.8%
|
|
|
121
|
Keener Financial Planning
Keller,
Texas
|
$193K
|
+$197K
|
+4,562
|
New
|
|
|
122
|
Principal Securities
Des Moines,
Iowa
|
$157K
|
+$3.54K
|
+82
|
+2%
|
|
|
123
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$145K
|
-$53.7K
|
-1,243
|
-27%
|
|
|
124
|
SoFi Wealth
San Francisco,
California
|
$136K
|
+$138K
|
+3,203
|
New
|
|
|
125
|
Creative Financial Designs
Kokomo,
Indiana
|
$105K
|
-$36.7K
|
-851
|
-26%
|
|
