|
1001
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$676K
|
+$17.6K
|
+180
|
+2%
|
|
|
1002
|
Prosperity Wealth Management
San Ramon,
California
|
$675K
|
-$3.52K
|
-36
|
-0.5%
|
|
|
1003
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$674K
|
+$593K
|
+6,073
|
+460%
|
|
|
1004
|
IAM Advisory
Easton,
Pennsylvania
|
$672K
|
+$5.96K
|
+61
|
+0.8%
|
|
|
1005
|
InceptionR
Lafayette,
California
|
$671K
|
+$719K
|
+7,356
|
New
|
|
|
1006
|
Beacon Financial Group
Dallas,
Texas
|
$670K
|
+$2.64K
|
+27
|
+0.4%
|
|
|
1007
|
Fayez Sarofim & Co
Houston,
Texas
|
$669K
|
-$29.3K
|
-300
|
-4%
|
|
|
1008
|
Focus Financial Network
Minneapolis,
Minnesota
|
$663K
|
-$10.9K
|
-112
|
-2%
|
|
|
1009
|
Coign Capital Advisors
Draper,
Utah
|
$658K
|
+$20.1K
|
+206
|
+3%
|
|
|
1010
|
Dearborn Partners
Chicago,
Illinois
|
$656K
|
-$2.74K
|
-28
|
-0.4%
|
|
|
1011
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$656K
|
–
|
–
|
–
|
|
|
1012
|
Journey Strategic Wealth
Summit,
New Jersey
|
$649K
|
-$21.8K
|
-223
|
-3%
|
|
|
1013
|
Bridgewater Advisors
New York
|
$649K
|
+$19.4K
|
+199
|
+3%
|
|
|
1014
|
Transcend Capital Advisors
Madison,
New Jersey
|
$648K
|
+$22.2K
|
+227
|
+3%
|
|
|
1015
|
SageView Advisory Group
Newport Beach,
California
|
$646K
|
+$35.9K
|
+367
|
+5%
|
|
|
1016
|
Fortis Capital Management
Bellevue,
Washington
|
$643K
|
+$30.3K
|
+310
|
+5%
|
|
|
1017
|
Private Trust Company
Cleveland,
Ohio
|
$642K
|
-$41.9K
|
-429
|
-6%
|
|
|
1018
|
Perennial Investment Advisors
Los Angeles,
California
|
$641K
|
+$12.3K
|
+126
|
+2%
|
|
|
1019
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$641K
|
–
|
–
|
–
|
|
|
1020
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$640K
|
-$13.3K
|
-136
|
-2%
|
|
|
1021
|
Black Swift Group
Boulder,
Colorado
|
$638K
|
–
|
–
|
–
|
|
|
1022
|
Savvy Advisors Inc
New York
|
$638K
|
+$227K
|
+2,326
|
+50%
|
|
|
1023
|
Naples Global Advisors
Naples,
Florida
|
$638K
|
-$5.86K
|
-60
|
-0.9%
|
|
|
1024
|
Inscription Capital
Houston,
Texas
|
$637K
|
-$27K
|
-276
|
-4%
|
|
|
1025
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$636K
|
+$3.13K
|
+32
|
+0.5%
|
|
