|
101
|
Natixis Advisors
Boston,
Massachusetts
|
$823K
|
–
|
–
|
–
|
|
|
102
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$817K
|
+$799K
|
+19,226
|
New
|
|
|
103
|
Independent Financial Group
San Diego,
California
|
$815K
|
+$85.2K
|
+2,051
|
+12%
|
|
|
104
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$792K
|
–
|
–
|
–
|
|
|
105
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$780K
|
-$4.4K
|
-106
|
-0.6%
|
|
|
106
|
PTM Wealth Management
North Wales,
United States
|
$752K
|
–
|
–
|
–
|
|
|
107
|
Summit Wealth Partners
Orlando,
Florida
|
$738K
|
+$306K
|
+7,378
|
+74%
|
|
|
108
|
Syon Capital
San Francisco,
California
|
$731K
|
+$715K
|
+17,206
|
New
|
|
|
109
|
John W. Brooker & Co
Oakland,
California
|
$728K
|
–
|
–
|
–
|
|
|
110
|
Spire Wealth Management
Mclean,
Virginia
|
$722K
|
-$87.4K
|
-2,103
|
-11%
|
|
|
111
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$689K
|
-$21.9K
|
-526
|
-3%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$678K
|
-$99.9K
|
-2,405
|
-13%
|
|
|
113
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$665K
|
-$5.36K
|
-129
|
-0.8%
|
|
|
114
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$662K
|
–
|
–
|
–
|
|
|
115
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$661K
|
+$49.7K
|
+1,197
|
+8%
|
|
|
116
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$652K
|
-$132K
|
-3,182
|
-17%
|
|
|
117
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$646K
|
-$10.2K
|
-246
|
-2%
|
|
|
118
|
Straight Path Wealth Management
Jenison,
Michigan
|
$645K
|
+$212K
|
+5,105
|
+51%
|
|
|
119
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$631K
|
+$22.5K
|
+542
|
+4%
|
|
|
120
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$629K
|
+$615K
|
+14,801
|
New
|
|
|
121
|
IFP Advisors
Tampa,
Florida
|
$609K
|
-$111K
|
-2,682
|
-16%
|
|
|
122
|
Soltis Investment Advisors
St. George,
Utah
|
$606K
|
-$71.7K
|
-1,727
|
-11%
|
|
|
123
|
L.J. Altfest & Co
New York
|
$593K
|
-$42
|
-1
|
-0%
|
|
|
124
|
Principal Securities
Des Moines,
Iowa
|
$588K
|
+$73.7K
|
+1,774
|
+15%
|
|
|
125
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$585K
|
-$364K
|
-8,751
|
-39%
|
|
