|
301
|
Whitford Management
New York
|
$3.19M
|
+$3.19M
|
+62,878
|
New
|
|
|
302
|
Orion Capital Management
Coronado,
California
|
$3.18M
|
+$3.19M
|
+62,786
|
New
|
|
|
303
|
Camelot Portfolios
Maumee,
Ohio
|
$3.18M
|
+$1M
|
+19,783
|
+46%
|
|
|
304
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$3.13M
|
-$2.96M
|
-58,276
|
-49%
|
|
|
305
|
Creative Planning
Overland Park,
Kansas
|
$3.09M
|
+$1.13M
|
+22,310
|
+58%
|
|
|
306
|
Fermata Advisors
Sonoma,
California
|
$3.07M
|
+$3.08M
|
+60,556
|
New
|
|
|
307
|
RDA Financial Network
Akron,
Iowa
|
$3.07M
|
+$296K
|
+5,823
|
+11%
|
|
|
308
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$3.05M
|
+$3.06M
|
+60,158
|
New
|
|
|
309
|
Country Club Bank
Kansas City,
Missouri
|
$3.05M
|
+$3.05M
|
+60,085
|
New
|
|
|
310
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$3.03M
|
+$643K
|
+12,661
|
+27%
|
|
|
311
|
Mattson Financial Services
Kentwood,
Michigan
|
$3M
|
+$818K
|
+16,111
|
+38%
|
|
|
312
|
M Wealth Management LLC
San Diego,
California
|
$2.99M
|
+$2.99M
|
+58,945
|
New
|
|
|
313
|
Wealth Alliance
Mellville,
New York
|
$2.97M
|
+$1.09M
|
+21,440
|
+58%
|
|
|
314
|
Integrated Advisors Network
Dallas,
Texas
|
$2.95M
|
+$978K
|
+19,265
|
+50%
|
|
|
315
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$2.93M
|
+$1.72M
|
+33,780
|
+141%
|
|
|
316
|
WESPAC Advisors SoCal
Pasadena,
California
|
$2.92M
|
-$450K
|
-8,865
|
-13%
|
|
|
317
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$2.91M
|
+$2.36M
|
+46,372
|
+420%
|
|
|
318
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.87M
|
-$2.24M
|
-44,160
|
-44%
|
|
|
319
|
NovaPoint Capital
Atlanta,
Georgia
|
$2.86M
|
-$264K
|
-5,200
|
-8%
|
|
|
320
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.84M
|
-$56.7K
|
-1,116
|
-2%
|
|
|
321
|
Mercer Global Advisors
Denver,
Colorado
|
$2.82M
|
+$492K
|
+9,681
|
+21%
|
|
|
322
|
Integrity Wealth Advisors
Ventura,
California
|
$2.82M
|
+$2.82M
|
+55,552
|
New
|
|
|
323
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$2.81M
|
+$2.82M
|
+55,494
|
New
|
|
|
324
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.81M
|
+$838K
|
+16,500
|
+42%
|
|
|
325
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.74M
|
+$216K
|
+4,250
|
+9%
|
|
