|
201
|
CFO4Life Group
Coppell,
Texas
|
$1.64M
|
+$210K
|
+3,000
|
+15%
|
|
|
202
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.62M
|
-$672K
|
-9,579
|
-29%
|
|
|
203
|
Capital One Financial
Mclean,
Virginia
|
$1.61M
|
–
|
–
|
–
|
|
|
204
|
Round Table Services
Westfield,
New Jersey
|
$1.6M
|
-$348K
|
-4,962
|
-18%
|
|
|
205
|
Epstein & White Financial
San Diego,
California
|
$1.57M
|
-$88K
|
-1,255
|
-5%
|
|
|
206
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.57M
|
+$77K
|
+1,098
|
+5%
|
|
|
207
|
Valmark Advisers
Akron,
Ohio
|
$1.56M
|
+$94.5K
|
+1,347
|
+6%
|
|
|
208
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.54M
|
+$75.5K
|
+1,076
|
+5%
|
|
|
209
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.54M
|
+$117K
|
+1,673
|
+8%
|
|
|
210
|
Laidlaw Wealth Management
New York City,
New York
|
$1.54M
|
+$476K
|
+6,786
|
+45%
|
|
|
211
|
Avantax Advisory Services
Dallas,
Texas
|
$1.48M
|
+$241K
|
+3,433
|
+19%
|
|
|
212
|
Arlington Partners
Birmingham,
Alabama
|
$1.48M
|
+$391K
|
+5,569
|
+36%
|
|
|
213
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
214
|
|
$1.46M
|
+$547K
|
+7,792
|
+60%
|
|
|
215
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.42M
|
-$43.2K
|
-616
|
-3%
|
|
|
216
|
Truist Financial
Charlotte,
North Carolina
|
$1.4M
|
+$242K
|
+3,445
|
+21%
|
|
|
217
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.38M
|
+$78.6K
|
+1,120
|
+6%
|
|
|
218
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.37M
|
-$73.9K
|
-1,054
|
-5%
|
|
|
219
|
Spire Wealth Management
Mclean,
Virginia
|
$1.36M
|
+$1.36M
|
+19,427
|
New
|
|
|
220
|
Next Financial Group
Houston,
Texas
|
$1.35M
|
+$76.6K
|
+1,092
|
+6%
|
|
|
221
|
Renasant Bank
Tupelo,
Mississippi
|
$1.34M
|
+$1.34M
|
+19,102
|
New
|
|
|
222
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.33M
|
+$993K
|
+14,160
|
+295%
|
|
|
223
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.3M
|
-$1.98M
|
-28,261
|
-60%
|
|
|
224
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.29M
|
+$1.29M
|
+18,401
|
New
|
|
|
225
|
Single Point Partners
Boston,
Massachusetts
|
$1.28M
|
+$56.4K
|
+804
|
+5%
|
|
