|
201
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2M
|
+$630K
|
+2,738
|
+35%
|
|
|
202
|
Able Wealth Management
Toms River,
New Jersey
|
$1.98M
|
+$692K
|
+3,007
|
+47%
|
|
|
203
|
Valued Retirements
Houston,
Texas
|
$1.92M
|
+$724K
|
+3,146
|
+53%
|
|
|
204
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
205
|
SCS Capital Management
Boston,
Massachusetts
|
$1.89M
|
+$2.06M
|
+8,950
|
New
|
|
|
206
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.89M
|
-$116K
|
-505
|
-5%
|
|
|
207
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.88M
|
-$4.71M
|
-20,491
|
-70%
|
|
|
208
|
&Partners
Nashville,
Tennessee
|
$1.87M
|
+$105K
|
+458
|
+5%
|
|
|
209
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.87M
|
+$124K
|
+537
|
+6%
|
|
|
210
|
Leavell Investment Management
Mobile,
Alabama
|
$1.85M
|
+$29.4K
|
+128
|
+1%
|
|
|
211
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.84M
|
+$233K
|
+1,011
|
+13%
|
|
|
212
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.83M
|
-$11.3K
|
-49
|
-0.6%
|
|
|
213
|
Mutual Advisors
Omaha,
Nebraska
|
$1.82M
|
-$231K
|
-1,006
|
-11%
|
|
|
214
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.77M
|
-$15.2K
|
-66
|
-0.8%
|
|
|
215
|
Post Resch Tallon Group
Pittsford,
New York
|
$1.76M
|
+$72.2K
|
+314
|
+4%
|
|
|
216
|
Belpointe Asset Management
Reno,
Nevada
|
$1.73M
|
+$1.89M
|
+8,217
|
New
|
|
|
217
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.73M
|
+$1.89M
|
+8,217
|
New
|
|
|
218
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$1.73M
|
–
|
–
|
–
|
|
|
219
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.73M
|
+$560K
|
+2,435
|
+42%
|
|
|
220
|
Spire Wealth Management
Mclean,
Virginia
|
$1.73M
|
-$346K
|
-1,503
|
-16%
|
|
|
221
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.72M
|
+$74.1K
|
+322
|
+4%
|
|
|
222
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.69M
|
+$101K
|
+440
|
+6%
|
|
|
223
|
Hilltop Holdings
Dallas,
Texas
|
$1.69M
|
-$363K
|
-1,580
|
-17%
|
|
|
224
|
Western Wealth Management
Golden,
Colorado
|
$1.67M
|
+$17K
|
+74
|
+0.9%
|
|
|
225
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.62M
|
-$13.1K
|
-57
|
-0.7%
|
|
