|
201
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.18M
|
-$57.9K
|
-1,321
|
-5%
|
|
|
202
|
Wedbush Securities
Los Angeles,
California
|
$1.18M
|
+$1.19M
|
+27,127
|
New
|
|
|
203
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.17M
|
+$1.18M
|
+26,930
|
New
|
|
|
204
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$1.15M
|
–
|
–
|
–
|
|
|
205
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.15M
|
+$43.8K
|
+1,000
|
+4%
|
|
|
206
|
SilverOak Wealth Management
Edina,
Minnesota
|
$1.15M
|
+$40.2K
|
+917
|
+4%
|
|
|
207
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.15M
|
-$1.1K
|
-25
|
-0.1%
|
|
|
208
|
PFG Advisors
Phoenix,
Arizona
|
$1.12M
|
-$150K
|
-3,430
|
-12%
|
|
|
209
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.11M
|
-$231K
|
-5,266
|
-17%
|
|
|
210
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.11M
|
+$81K
|
+1,848
|
+8%
|
|
|
211
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.07M
|
+$52.4K
|
+1,195
|
+5%
|
|
|
212
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$1.04M
|
-$59.6K
|
-1,359
|
-5%
|
|
|
213
|
Core Wealth Partners
Santa Rosa,
California
|
$1.04M
|
+$447K
|
+10,207
|
+75%
|
|
|
214
|
Rockefeller Capital Management
New York
|
$1M
|
-$8.15K
|
-186
|
-0.8%
|
|
|
215
|
Cozad Asset Management
Champaign,
Illinois
|
$954K
|
-$41.7K
|
-952
|
-4%
|
|
|
216
|
Frontier Asset Management
Sheridan,
Wyoming
|
$937K
|
+$141K
|
+3,214
|
+18%
|
|
|
217
|
Condor Capital Management
Martinsville,
New Jersey
|
$929K
|
+$9.47K
|
+216
|
+1%
|
|
|
218
|
Clear Creek Financial Management
Silverdale,
Washington
|
$921K
|
+$37.7K
|
+859
|
+4%
|
|
|
219
|
Strategic Blueprint
Atlanta,
Georgia
|
$918K
|
+$67K
|
+1,528
|
+8%
|
|
|
220
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$897K
|
-$38.2K
|
-871
|
-4%
|
|
|
221
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$878K
|
-$47.8K
|
-1,091
|
-5%
|
|
|
222
|
Flynn Zito Capital Management
Garden City,
New York
|
$870K
|
-$86.1K
|
-1,965
|
-9%
|
|
|
223
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$835K
|
+$14.6K
|
+334
|
+2%
|
|
|
224
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$822K
|
-$11.8K
|
-270
|
-1%
|
|
|
225
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$814K
|
+$214K
|
+4,878
|
+35%
|
|
