|
301
|
Verus Capital Partners
Scottsdale,
Arizona
|
$628K
|
+$631K
|
+17,304
|
New
|
|
|
302
|
NWAM LLC
Mercer Island,
Washington
|
$622K
|
+$264K
|
+7,231
|
+73%
|
|
|
303
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$599K
|
+$74.8K
|
+2,053
|
+14%
|
|
|
304
|
Gries Financial
Cleveland,
Ohio
|
$598K
|
-$2.9M
|
-79,461
|
-83%
|
|
|
305
|
My Legacy Advisors
Bend,
Oregon
|
$594K
|
+$597K
|
+16,379
|
New
|
|
|
306
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$591K
|
+$178K
|
+4,876
|
+43%
|
|
|
307
|
Prospera Financial Services
Dallas,
Texas
|
$591K
|
-$54.2K
|
-1,488
|
-8%
|
|
|
308
|
Rovin Capital
Mesa,
Arizona
|
$588K
|
-$12.6K
|
-346
|
-2%
|
|
|
309
|
SWP Financial
San Diego,
California
|
$588K
|
+$590K
|
+16,194
|
New
|
|
|
310
|
Simplicity Wealth
Summit,
New Jersey
|
$586K
|
+$588K
|
+16,138
|
New
|
|
|
311
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$581K
|
+$584K
|
+16,023
|
New
|
|
|
312
|
M Wealth Management LLC
San Diego,
California
|
$575K
|
–
|
–
|
–
|
|
|
313
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$562K
|
+$13.6K
|
+374
|
+2%
|
|
|
314
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$561K
|
+$145K
|
+3,981
|
+35%
|
|
|
315
|
First American Trust
Santa Ana,
California
|
$558K
|
-$14.3K
|
-392
|
-2%
|
|
|
316
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$558K
|
+$126K
|
+3,462
|
+29%
|
|
|
317
|
M&T Bank
Buffalo,
New York
|
$553K
|
-$1.09K
|
-30
|
-0.2%
|
|
|
318
|
Mather Group
Chicago,
Illinois
|
$551K
|
+$101K
|
+2,761
|
+22%
|
|
|
319
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$548K
|
+$550K
|
+15,093
|
New
|
|
|
320
|
Aspen Grove Capital
Avon,
Colorado
|
$545K
|
–
|
–
|
–
|
|
|
321
|
Theory Financial
Fort Collins,
Colorado
|
$542K
|
+$544K
|
+14,932
|
New
|
|
|
322
|
Lodestar Private Asset Management
Alamo,
California
|
$537K
|
+$91.1K
|
+2,500
|
+20%
|
|
|
323
|
Nova Wealth Management
Bonita Springs,
Florida
|
$532K
|
-$150K
|
-4,118
|
-22%
|
|
|
324
|
Client 1st Advisory Group
Dunedin,
Florida
|
$532K
|
-$75.9K
|
-2,083
|
-12%
|
|
|
325
|
IFP Advisors
Tampa,
Florida
|
$531K
|
+$228K
|
+6,267
|
+75%
|
|
