|
101
|
Concurrent Investment Advisors
Tampa,
Florida
|
$429K
|
+$101K
|
+2,000
|
+31%
|
|
|
102
|
Elmwood Wealth Management
Berkeley,
California
|
$428K
|
-$23.8K
|
-470
|
-5%
|
|
|
103
|
Synergy Financial Group
San Ramon,
California
|
$427K
|
+$10.6K
|
+210
|
+3%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$425K
|
-$6.17K
|
-122
|
-1%
|
|
|
105
|
Retirement Capital Strategies
San Jose,
California
|
$408K
|
-$4.21M
|
-83,282
|
-91%
|
|
|
106
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$372K
|
-$7.13M
|
-140,966
|
-95%
|
|
|
107
|
CoreCap Advisors
Southfield,
Michigan
|
$368K
|
+$13.4K
|
+265
|
+4%
|
|
|
108
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$338K
|
-$7.08K
|
-140
|
-2%
|
|
|
109
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$332K
|
–
|
–
|
–
|
|
|
110
|
Navalign LLC
Encino,
California
|
$309K
|
+$455
|
+9
|
+0.1%
|
|
|
111
|
AssetMark Inc
Concord,
California
|
$309K
|
-$1.62K
|
-32
|
-0.5%
|
|
|
112
|
CWC Advisors
Lake Oswego,
Oregon
|
$306K
|
+$11.9K
|
+235
|
+4%
|
|
|
113
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
114
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$285K
|
+$286K
|
+5,650
|
New
|
|
|
115
|
Howard Wealth Management
Madison,
Connecticut
|
$259K
|
+$49K
|
+968
|
+23%
|
|
|
116
|
Steward Partners Investment Advisory
New York
|
$258K
|
+$173K
|
+3,429
|
+204%
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
$251K
|
-$177K
|
-3,508
|
-41%
|
|
|
118
|
Waverly Advisors
Birmingham,
Alabama
|
$250K
|
-$59.2K
|
-1,171
|
-19%
|
|
|
119
|
Rockefeller Capital Management
New York
|
$249K
|
+$209K
|
+4,129
|
+511%
|
|
|
120
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$245K
|
+$245K
|
+4,852
|
New
|
|
|
121
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$245K
|
-$35.5K
|
-702
|
-13%
|
|
|
122
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$238K
|
-$67.6K
|
-1,336
|
-22%
|
|
|
123
|
Vision Retirement
Ridgewood,
New Jersey
|
$237K
|
+$238K
|
+4,700
|
New
|
|
|
124
|
Proficio Capital Partners
Newton,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
125
|
World Investment Advisors
Santa Barbara,
California
|
$223K
|
-$30.3K
|
-600
|
-12%
|
|
