|
101
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$3.02M
|
+$3.02M
|
+63,126
|
New
|
|
|
102
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.02M
|
+$44.3K
|
+926
|
+1%
|
|
|
103
|
McNaughton Wealth Management
San Diego,
California
|
$3M
|
+$181K
|
+3,780
|
+6%
|
|
|
104
|
Davenport & Co
Richmond,
Virginia
|
$2.7M
|
-$36.3K
|
-759
|
-1%
|
|
|
105
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.62M
|
+$619K
|
+12,934
|
+31%
|
|
|
106
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.58M
|
-$34.5K
|
-721
|
-1%
|
|
|
107
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.56M
|
-$67K
|
-1,399
|
-3%
|
|
|
108
|
EWG Elevate
Roseville,
California
|
$2.55M
|
+$2.55M
|
+53,287
|
New
|
|
|
109
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.5M
|
+$2.5M
|
+52,259
|
New
|
|
|
110
|
Oppenheimer & Co
New York
|
$2.47M
|
+$519K
|
+10,841
|
+27%
|
|
|
111
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.42M
|
+$166K
|
+3,470
|
+7%
|
|
|
112
|
Avantax Advisory Services
Dallas,
Texas
|
$2.42M
|
+$358K
|
+7,478
|
+17%
|
|
|
113
|
American Financial Advisors
Marietta,
Georgia
|
$2.25M
|
-$557K
|
-11,643
|
-20%
|
|
|
114
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.23M
|
+$470K
|
+9,820
|
+27%
|
|
|
115
|
Snowden Capital Advisors
New York
|
$2.19M
|
+$65.7K
|
+1,373
|
+3%
|
|
|
116
|
Atria Investments
Charlotte,
North Carolina
|
$2.18M
|
+$267K
|
+5,574
|
+14%
|
|
|
117
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.12M
|
-$1.4M
|
-29,273
|
-40%
|
|
|
118
|
Cetera Advisors
Denver,
Colorado
|
$2.02M
|
+$633K
|
+13,222
|
+46%
|
|
|
119
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$2.02M
|
+$2.01M
|
+42,085
|
New
|
|
|
120
|
Laidlaw Wealth Management
New York City,
New York
|
$1.98M
|
+$243K
|
+5,080
|
+14%
|
|
|
121
|
IFG Advisory
Atlanta,
Georgia
|
$1.97M
|
+$819K
|
+17,118
|
+71%
|
|
|
122
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.96M
|
+$177K
|
+3,698
|
+10%
|
|
|
123
|
Independent Financial Group
San Diego,
California
|
$1.91M
|
+$1.41M
|
+29,519
|
+286%
|
|
|
124
|
Mariner
Overland Park,
Kansas
|
$1.89M
|
+$1.89M
|
+39,420
|
New
|
|
|
125
|
Echo Wealth Management
Plymouth,
Minnesota
|
$1.88M
|
+$976K
|
+20,389
|
+109%
|
|
