|
101
|
DWM Financial Group
Palatine,
Illinois
|
$633K
|
+$607K
|
+44,469
|
New
|
|
|
102
|
SOL Capital Management
Rockville,
Maryland
|
$598K
|
-$61.5K
|
-4,500
|
-10%
|
|
|
103
|
Old Mission Capital
Chicago,
Illinois
|
$596K
|
-$713K
|
-52,245
|
-55%
|
|
|
104
|
Destination Wealth Management
Walnut Creek,
California
|
$592K
|
+$568K
|
+41,586
|
New
|
|
|
105
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$590K
|
-$82.3K
|
-6,030
|
-13%
|
|
|
106
|
Successful Portfolios
Clearwater,
Florida
|
$558K
|
-$57.1K
|
-4,182
|
-10%
|
|
|
107
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$525K
|
–
|
–
|
–
|
|
|
108
|
|
$524K
|
–
|
–
|
–
|
|
|
109
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$518K
|
–
|
–
|
–
|
|
|
110
|
Truist Financial
Charlotte,
North Carolina
|
$509K
|
+$489K
|
+35,814
|
New
|
|
|
111
|
Atria Investments
Charlotte,
North Carolina
|
$508K
|
+$240K
|
+17,574
|
+97%
|
|
|
112
|
Empirical Wealth Management
Seattle,
Washington
|
$507K
|
-$335K
|
-24,540
|
-41%
|
|
|
113
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$506K
|
-$364K
|
-26,640
|
-43%
|
|
|
114
|
Wells Fargo
San Francisco,
California
|
$443K
|
+$163K
|
+11,955
|
+62%
|
|
|
115
|
Wade Financial Advisory
Campbell,
California
|
$422K
|
+$405K
|
+29,634
|
New
|
|
|
116
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$391K
|
+$375K
|
+27,450
|
New
|
|
|
117
|
Parallel Advisors
San Francisco,
California
|
$378K
|
-$468K
|
-34,281
|
-56%
|
|
|
118
|
Mengis Capital Management
Portland,
Oregon
|
$377K
|
-$3.07K
|
-225
|
-0.8%
|
|
|
119
|
Foresight Wealth Management
Draper,
Utah
|
$375K
|
+$14.1K
|
+1,035
|
+4%
|
|
|
120
|
Maryland Capital Management
Towson,
Maryland
|
$375K
|
+$360K
|
+26,376
|
New
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$365K
|
–
|
–
|
–
|
|
|
122
|
R.W. Roge & Company
Bohemia,
New York
|
$353K
|
+$338K
|
+24,780
|
New
|
|
|
123
|
Berkshire Money Management
Dalton,
Massachusetts
|
$345K
|
+$9.75K
|
+714
|
+3%
|
|
|
124
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$336K
|
+$73.6K
|
+5,388
|
+30%
|
|
|
125
|
Evanson Asset Management
Carmel,
California
|
$315K
|
–
|
–
|
–
|
|
