|
101
|
Pacific Center for Financial Services
San Ramon,
California
|
$9.05M
|
-$520K
|
-10,710
|
-6%
|
|
|
102
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.04M
|
+$1.87M
|
+38,580
|
+28%
|
|
|
103
|
Angeles Investment Advisors
Santa Monica,
California
|
$8.8M
|
+$7.69M
|
+158,500
|
+1,441%
|
|
|
104
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$8.78M
|
+$184K
|
+3,795
|
+2%
|
|
|
105
|
Prudential Financial
Newark,
New Jersey
|
$8.46M
|
+$271K
|
+5,575
|
+4%
|
|
|
106
|
Atria Wealth Solutions
New York
|
$8.3M
|
+$218K
|
+4,500
|
+3%
|
|
|
107
|
GeoWealth Management
Chicago,
Illinois
|
$8.21M
|
-$394K
|
-8,120
|
-5%
|
|
|
108
|
SOL Capital Management
Rockville,
Maryland
|
$8.16M
|
+$203K
|
+4,175
|
+3%
|
|
|
109
|
Cypress Wealth Services
Palm Desert,
California
|
$8.15M
|
+$24.3K
|
+500
|
+0.3%
|
|
|
110
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.13M
|
+$7.6M
|
+156,660
|
New
|
|
|
111
|
Valicenti Advisory Services
Elmira,
New York
|
$7.8M
|
+$886K
|
+18,270
|
+14%
|
|
|
112
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.78M
|
-$1.05M
|
-21,550
|
-13%
|
|
|
113
|
Capital Planning
Bellevue,
Washington
|
$7.56M
|
+$734K
|
+15,130
|
+12%
|
|
|
114
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.45M
|
+$793K
|
+16,350
|
+13%
|
|
|
115
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$7.42M
|
-$45.4K
|
-935
|
-0.6%
|
|
|
116
|
William Blair & Company
Chicago,
Illinois
|
$7.17M
|
-$286K
|
-5,890
|
-4%
|
|
|
117
|
Empirical Wealth Management
Seattle,
Washington
|
$7.03M
|
+$1.36M
|
+28,075
|
+26%
|
|
|
118
|
Prospera Financial Services
Dallas,
Texas
|
$6.98M
|
+$5.58M
|
+114,960
|
+586%
|
|
|
119
|
Wealthfront Advisers
Palo Alto,
California
|
$6.97M
|
+$523K
|
+10,780
|
+9%
|
|
|
120
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$6.54M
|
+$6.02M
|
+124,025
|
New
|
|
|
121
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$6.54M
|
+$6.11M
|
+125,940
|
New
|
|
|
122
|
CMC Financial Group
Atlanta,
Georgia
|
$6.5M
|
+$6.03M
|
+124,295
|
New
|
|
|
123
|
Resolute Advisors
San Francisco,
California
|
$6.48M
|
+$9.95K
|
+205
|
+0.2%
|
|
|
124
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.37M
|
-$344K
|
-7,085
|
-5%
|
|
|
125
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.27M
|
+$1.92M
|
+39,560
|
+49%
|
|
