|
101
|
TownSquare Capital
Provo,
Utah
|
$1.01M
|
–
|
–
|
–
|
|
|
102
|
Global Retirement Partners
San Rafael,
California
|
$1M
|
+$698K
|
+27,410
|
+230%
|
|
|
103
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$969K
|
+$40.2K
|
+1,578
|
+4%
|
|
|
104
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$968K
|
+$969K
|
+38,050
|
New
|
|
|
105
|
Heritage Family Offices
Scottsdale,
Arizona
|
$956K
|
+$99.3K
|
+3,902
|
+12%
|
|
|
106
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$940K
|
+$408K
|
+16,034
|
+77%
|
|
|
107
|
Oppenheimer & Co
New York
|
$899K
|
+$270K
|
+10,616
|
+43%
|
|
|
108
|
Optivise Advisory Services
Franklin,
Tennessee
|
$883K
|
+$316K
|
+12,410
|
+56%
|
|
|
109
|
Advisor OS
Chicago,
Illinois
|
$856K
|
-$15.1M
|
-593,279
|
-95%
|
|
|
110
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$855K
|
-$15.2K
|
-599
|
-2%
|
|
|
111
|
Valley Wealth Managers
Paramus,
New Jersey
|
$798K
|
-$29.1K
|
-1,144
|
-4%
|
|
|
112
|
Wealth Watch Advisors
Englewood,
Colorado
|
$782K
|
+$783K
|
+30,742
|
New
|
|
|
113
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$777K
|
+$3.74K
|
+147
|
+0.5%
|
|
|
114
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$772K
|
-$46.6K
|
-1,831
|
-6%
|
|
|
115
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$771K
|
+$3.18K
|
+125
|
+0.4%
|
|
|
116
|
Seldon Capital
San Francisco,
California
|
$764K
|
–
|
–
|
–
|
|
|
117
|
Silvia McColl Wealth Management
San Diego,
California
|
$762K
|
-$189K
|
-7,433
|
-20%
|
|
|
118
|
PFG Advisors
Phoenix,
Arizona
|
$747K
|
+$57.8K
|
+2,270
|
+8%
|
|
|
119
|
Atria Wealth Solutions
New York
|
$735K
|
-$14.6K
|
-574
|
-2%
|
|
|
120
|
|
$722K
|
+$21.2K
|
+833
|
+3%
|
|
|
121
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$717K
|
+$416K
|
+16,348
|
+138%
|
|
|
122
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$702K
|
–
|
–
|
–
|
|
|
123
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$701K
|
+$701K
|
+27,544
|
New
|
|
|
124
|
EP Wealth Advisors
Torrance,
California
|
$686K
|
-$155K
|
-6,079
|
-18%
|
|
|
125
|
IHT Wealth Management
Chicago,
Illinois
|
$672K
|
+$19.3K
|
+759
|
+3%
|
|
