|
101
|
Summit Financial Group
Moorefield,
West Virginia
|
$802K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$786K
|
–
|
–
|
–
|
|
|
103
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$777K
|
+$205K
|
+3,255
|
+34%
|
|
|
104
|
Mercer Global Advisors
Denver,
Colorado
|
$771K
|
-$16.8K
|
-267
|
-2%
|
|
|
105
|
Sunbelt Securities
Houston,
Texas
|
$768K
|
-$18.5K
|
-294
|
-2%
|
|
|
106
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$757K
|
+$15.7K
|
+249
|
+2%
|
|
|
107
|
Beta Wealth Group
San Diego,
California
|
$746K
|
+$782K
|
+12,405
|
New
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$734K
|
-$30.6K
|
-486
|
-4%
|
|
|
109
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$705K
|
–
|
–
|
–
|
|
|
110
|
Financial Advocates Investment Management
Olympia,
Washington
|
$689K
|
+$2.36M
|
+37,455
|
New
|
|
|
111
|
IHT Wealth Management
Chicago,
Illinois
|
$679K
|
-$227K
|
-3,600
|
-24%
|
|
|
112
|
WealthSource Partners
San Luis Obispo,
California
|
$667K
|
-$63.2K
|
-1,002
|
-8%
|
|
|
113
|
Apeiron RIA
Dallas,
Texas
|
$663K
|
+$57.9K
|
+918
|
+9%
|
|
|
114
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$646K
|
+$372K
|
+5,901
|
+122%
|
|
|
115
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$631K
|
+$378
|
+6
|
+0.1%
|
|
|
116
|
SPC Financial Inc
Rockville,
Maryland
|
$601K
|
-$19.1M
|
-302,589
|
-97%
|
|
|
117
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$569K
|
+$8.89K
|
+141
|
+2%
|
|
|
118
|
Ascent Group
Virginia Beach,
Virginia
|
$547K
|
+$19.1K
|
+303
|
+3%
|
|
|
119
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$543K
|
-$6.43K
|
-102
|
-1%
|
|
|
120
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$538K
|
+$84.8K
|
+1,344
|
+18%
|
|
|
121
|
Prospera Financial Services
Dallas,
Texas
|
$525K
|
–
|
–
|
–
|
|
|
122
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$496K
|
–
|
–
|
–
|
|
|
123
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$456K
|
+$479K
|
+7,593
|
New
|
|
|
124
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$449K
|
–
|
–
|
–
|
|
|
125
|
Avantax Advisory Services
Dallas,
Texas
|
$446K
|
-$3.59K
|
-57
|
-0.8%
|
|
