|
101
|
Americana Partners
Houston,
Texas
|
$710K
|
–
|
–
|
–
|
|
|
102
|
Davenport & Co
Richmond,
Virginia
|
$709K
|
+$339K
|
+6,621
|
+93%
|
|
|
103
|
Breakwater Capital Group
Paramus,
New Jersey
|
$696K
|
+$693K
|
+13,537
|
New
|
|
|
104
|
Financial Advocates Investment Management
Olympia,
Washington
|
$689K
|
-$177K
|
-3,463
|
-21%
|
|
|
105
|
Optivise Advisory Services
Franklin,
Tennessee
|
$684K
|
+$33.6K
|
+657
|
+5%
|
|
|
106
|
Everest Management Corp
Cupertino,
California
|
$598K
|
-$42.6K
|
-833
|
-7%
|
|
|
107
|
NWAM LLC
Mercer Island,
Washington
|
$578K
|
+$76.6K
|
+1,497
|
+15%
|
|
|
108
|
Golden State Wealth Management
Santa Ana,
California
|
$562K
|
+$64.7K
|
+1,264
|
+13%
|
|
|
109
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$555K
|
+$115K
|
+2,246
|
+26%
|
|
|
110
|
MAI Capital Management
Independence,
Ohio
|
$535K
|
+$6.5K
|
+127
|
+1%
|
|
|
111
|
Westside Investment Management
Santa Monica,
California
|
$524K
|
+$521K
|
+10,175
|
New
|
|
|
112
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$500K
|
+$209K
|
+4,091
|
+73%
|
|
|
113
|
Atria Wealth Solutions
New York
|
$476K
|
-$241K
|
-4,712
|
-34%
|
|
|
114
|
Integrity Alliance
Urbandale,
Iowa
|
$475K
|
+$473K
|
+9,240
|
New
|
|
|
115
|
Cooper Financial Group
Irvine,
California
|
$463K
|
+$10.2K
|
+200
|
+2%
|
|
|
116
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$437K
|
+$435K
|
+8,500
|
New
|
|
|
117
|
Calton & Associates
Tampa,
Florida
|
$429K
|
+$427K
|
+8,334
|
New
|
|
|
118
|
Able Wealth Management
Toms River,
New Jersey
|
$424K
|
+$421K
|
+8,232
|
New
|
|
|
119
|
Parsons Capital Management
Providence,
Rhode Island
|
$415K
|
–
|
–
|
–
|
|
|
120
|
Alteri Wealth
Westlake Village,
California
|
$404K
|
+$77.1K
|
+1,507
|
+24%
|
|
|
121
|
WNY Asset Management
Williamsville,
New York
|
$387K
|
+$385K
|
+7,521
|
New
|
|
|
122
|
Integrated Advisors Network
Dallas,
Texas
|
$379K
|
+$378K
|
+7,376
|
New
|
|
|
123
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$365K
|
–
|
–
|
–
|
|
|
124
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$359K
|
–
|
–
|
–
|
|
|
125
|
Comerica Bank
Dallas,
Texas
|
$351K
|
+$162K
|
+3,162
|
+87%
|
|
