|
101
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$554K
|
+$577K
|
+17,865
|
New
|
|
|
102
|
Csenge Advisory Group
Clearwater,
Florida
|
$549K
|
+$36.4K
|
+1,128
|
+7%
|
|
|
103
|
Ascent Group
Virginia Beach,
Virginia
|
$543K
|
-$2.19K
|
-68
|
-0.4%
|
|
|
104
|
One Capital Management
Westlake Village,
California
|
$531K
|
-$23.6K
|
-732
|
-4%
|
|
|
105
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$531K
|
+$420
|
+13
|
+0.1%
|
|
|
106
|
Focus Partners Wealth
Boston,
Massachusetts
|
$527K
|
-$76.8K
|
-2,380
|
-12%
|
|
|
107
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$525K
|
+$1.94K
|
+60
|
+0.4%
|
|
|
108
|
Truist Financial
Charlotte,
North Carolina
|
$516K
|
-$549
|
-17
|
-0.1%
|
|
|
109
|
Mariner
Overland Park,
Kansas
|
$510K
|
-$6.39K
|
-198
|
-1%
|
|
|
110
|
Larson Financial Group
St Louis,
Missouri
|
$508K
|
-$18.9K
|
-586
|
-3%
|
|
|
111
|
Freedom Investment Management
Hartford,
Connecticut
|
$475K
|
+$41.4K
|
+1,284
|
+9%
|
|
|
112
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$442K
|
-$1.49K
|
-46
|
-0.3%
|
|
|
113
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$436K
|
+$5.68K
|
+176
|
+1%
|
|
|
114
|
Global Financial Private Client
Sarasota,
Florida
|
$436K
|
+$34.9K
|
+1,082
|
+8%
|
|
|
115
|
United Capital Financial Advisors
Irving,
Texas
|
$425K
|
–
|
–
|
–
|
|
|
116
|
GFS Advisors
Houston,
Texas
|
$421K
|
+$438K
|
+13,578
|
New
|
|
|
117
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$408K
|
+$248K
|
+7,693
|
+140%
|
|
|
118
|
Seaside Wealth Management
Carlsbad,
California
|
$385K
|
+$5.04K
|
+156
|
+1%
|
|
|
119
|
EP Wealth Advisors
Torrance,
California
|
$375K
|
–
|
–
|
–
|
|
|
120
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$369K
|
+$17.5K
|
+543
|
+5%
|
|
|
121
|
Landmark Wealth Management (New York)
Melville,
New York
|
$342K
|
+$19.5K
|
+605
|
+6%
|
|
|
122
|
Corient Private Wealth
Miami,
Florida
|
$339K
|
+$12.9K
|
+400
|
+4%
|
|
|
123
|
|
$330K
|
+$56.3K
|
+1,744
|
+20%
|
|
|
124
|
Key Financial Inc
West Chester,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
125
|
|
$327K
|
-$93.8K
|
-2,905
|
-22%
|
|
