|
101
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.24M
|
+$518K
|
+10,091
|
+30%
|
|
|
102
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$2.1M
|
-$1.26M
|
-24,568
|
-37%
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$2.09M
|
-$1.15M
|
-22,411
|
-35%
|
|
|
104
|
Atria Investments
Charlotte,
North Carolina
|
$2.08M
|
+$521K
|
+10,150
|
+33%
|
|
|
105
|
Equitable Holdings
New York
|
$2.07M
|
-$871K
|
-16,948
|
-30%
|
|
|
106
|
Denver Wealth Management
Denver,
Colorado
|
$2M
|
-$39.9K
|
-776
|
-2%
|
|
|
107
|
Westside Investment Management
Santa Monica,
California
|
$1.94M
|
+$846K
|
+16,461
|
+76%
|
|
|
108
|
Cooper Capital Advisors
Encinitas,
California
|
$1.94M
|
+$173K
|
+3,367
|
+10%
|
|
|
109
|
|
$1.79M
|
+$1.8M
|
+35,071
|
New
|
|
|
110
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.77M
|
+$1.77M
|
+34,544
|
New
|
|
|
111
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.72M
|
+$93.2K
|
+1,814
|
+6%
|
|
|
112
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.56M
|
-$319K
|
-6,211
|
-17%
|
|
|
113
|
KWB Wealth
Redlands,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
114
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.52M
|
+$10.8K
|
+210
|
+0.7%
|
|
|
115
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$1.49M
|
-$97.4K
|
-1,896
|
-6%
|
|
|
116
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.42M
|
+$333K
|
+6,475
|
+30%
|
|
|
117
|
Cooper Financial Group
Irvine,
California
|
$1.36M
|
+$638K
|
+12,414
|
+87%
|
|
|
118
|
Davenport & Co
Richmond,
Virginia
|
$1.34M
|
-$110K
|
-2,151
|
-8%
|
|
|
119
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.33M
|
+$257
|
+5
|
+0%
|
|
|
120
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.3M
|
-$201K
|
-3,921
|
-13%
|
|
|
121
|
HFG Advisors
Cincinatti,
Ohio
|
$1.24M
|
+$1.25M
|
+24,252
|
New
|
|
|
122
|
Collective Family Office
York,
Pennsylvania
|
$1.21M
|
-$166K
|
-3,225
|
-12%
|
|
|
123
|
Americana Partners
Houston,
Texas
|
$1.15M
|
+$501K
|
+9,750
|
+77%
|
|
|
124
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$1.15M
|
-$137K
|
-2,673
|
-11%
|
|
|
125
|
Integrity Alliance
Urbandale,
Iowa
|
$1.14M
|
+$42.6K
|
+830
|
+4%
|
|
