|
101
|
Castleview Partners
Dallas,
Texas
|
$442K
|
+$367K
|
+7,263
|
+529%
|
|
|
102
|
Avidian Wealth Enterprises
Houston,
Texas
|
$438K
|
–
|
–
|
–
|
|
|
103
|
Southern Capital Advisors
Jackson,
Tennessee
|
$416K
|
+$2.27K
|
+45
|
+0.6%
|
|
|
104
|
Soltis Investment Advisors
St. George,
Utah
|
$414K
|
+$1.41K
|
+28
|
+0.3%
|
|
|
105
|
Corient Private Wealth
Miami,
Florida
|
$412K
|
+$39.6K
|
+785
|
+11%
|
|
|
106
|
NBC Securities
Birmingham,
Alabama
|
$412K
|
+$407K
|
+8,063
|
+100,788%
|
|
|
107
|
Avantax Advisory Services
Dallas,
Texas
|
$404K
|
+$399K
|
+7,894
|
New
|
|
|
108
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$401K
|
-$591K
|
-11,714
|
-60%
|
|
|
109
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$394K
|
-$142K
|
-2,811
|
-27%
|
|
|
110
|
GSB Wealth Management
Guilford,
Connecticut
|
$386K
|
+$13.7K
|
+271
|
+4%
|
|
|
111
|
Maridea Wealth Management
Brooklyn,
New York
|
$377K
|
+$372K
|
+7,376
|
New
|
|
|
112
|
Raymond James Financial
St Petersburg,
Florida
|
$366K
|
+$17.6K
|
+348
|
+5%
|
|
|
113
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$354K
|
+$298K
|
+5,896
|
+574%
|
|
|
114
|
Creative Planning
Overland Park,
Kansas
|
$351K
|
-$60.2K
|
-1,192
|
-15%
|
|
|
115
|
KeyBank National Association
Cleveland,
Ohio
|
$349K
|
–
|
–
|
–
|
|
|
116
|
Park Avenue Securities
New York
|
$341K
|
+$337K
|
+6,672
|
New
|
|
|
117
|
Summit Financial
Parsippany,
New Jersey
|
$333K
|
+$505
|
+10
|
+0.2%
|
|
|
118
|
Csenge Advisory Group
Clearwater,
Florida
|
$333K
|
+$1.31K
|
+26
|
+0.4%
|
|
|
119
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$325K
|
-$337K
|
-6,685
|
-51%
|
|
|
120
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$298K
|
-$44.5K
|
-881
|
-13%
|
|
|
121
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$289K
|
+$286K
|
+5,660
|
New
|
|
|
122
|
LongView Wealth Management
Atlanta,
Georgia
|
$288K
|
-$4.49K
|
-89
|
-2%
|
|
|
123
|
FLC Capital Advisors
Palm Desert,
California
|
$256K
|
–
|
–
|
–
|
|
|
124
|
Talon Private Wealth
The Villages,
Florida
|
$252K
|
-$76.6K
|
-1,517
|
-24%
|
|
|
125
|
Creative Financial Designs
Kokomo,
Indiana
|
$251K
|
+$50
|
+1
|
+0%
|
|
