|
101
|
Napa Wealth Management
Napa,
California
|
$1.06M
|
+$1.03M
|
+19,621
|
New
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$1.04M
|
+$612K
|
+11,700
|
+153%
|
|
|
103
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.03M
|
+$999K
|
+19,106
|
New
|
|
|
104
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.02M
|
+$194K
|
+3,719
|
+24%
|
|
|
105
|
Southland Equity Partners
Wildwood,
Missouri
|
$982K
|
+$2.77K
|
+53
|
+0.3%
|
|
|
106
|
Pachira Investments
Dana Point,
California
|
$975K
|
+$945K
|
+18,065
|
New
|
|
|
107
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$938K
|
+$909K
|
+17,378
|
New
|
|
|
108
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$921K
|
+$111K
|
+2,116
|
+14%
|
|
|
109
|
O'Dell Group
Cincinnati,
Ohio
|
$867K
|
+$840K
|
+16,058
|
New
|
|
|
110
|
Fortis Group Advisors
Westwood,
New Jersey
|
$817K
|
+$792K
|
+15,154
|
New
|
|
|
111
|
CGC Financial Services
Lake Oswego,
Oregon
|
$812K
|
+$52.9K
|
+1,011
|
+7%
|
|
|
112
|
Principal Securities
Des Moines,
Iowa
|
$758K
|
+$208K
|
+3,979
|
+40%
|
|
|
113
|
Valued Retirements
Houston,
Texas
|
$711K
|
–
|
–
|
–
|
|
|
114
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$708K
|
+$176K
|
+3,358
|
+34%
|
|
|
115
|
Mercer Global Advisors
Denver,
Colorado
|
$694K
|
+$672K
|
+12,856
|
New
|
|
|
116
|
Daner Wealth Management
Alpharetta,
Georgia
|
$677K
|
-$15.7K
|
-300
|
-2%
|
|
|
117
|
Rollins Financial Advisors
New York City,
New York
|
$646K
|
+$625K
|
+11,960
|
New
|
|
|
118
|
Truist Financial
Charlotte,
North Carolina
|
$645K
|
+$210K
|
+4,024
|
+51%
|
|
|
119
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$591K
|
-$973K
|
-18,605
|
-63%
|
|
|
120
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$569K
|
+$551K
|
+10,535
|
New
|
|
|
121
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$536K
|
-$55.5K
|
-1,062
|
-10%
|
|
|
122
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$536K
|
+$13.5K
|
+259
|
+3%
|
|
|
123
|
Advisory Services Network
Atlanta,
Georgia
|
$513K
|
+$20.5K
|
+392
|
+4%
|
|
|
124
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$489K
|
+$473K
|
+9,050
|
New
|
|
|
125
|
World Investment Advisors
Santa Barbara,
California
|
$477K
|
+$13.2K
|
+252
|
+3%
|
|
