|
101
|
Waverly Advisors
Birmingham,
Alabama
|
$544K
|
–
|
–
|
–
|
|
|
102
|
NWAM LLC
Mercer Island,
Washington
|
$509K
|
+$475K
|
+5,795
|
New
|
|
|
103
|
EPG Wealth Management
Atlanta,
Georgia
|
$484K
|
-$82.4K
|
-1,005
|
-15%
|
|
|
104
|
Destiny Wealth Partners
Tavares,
Florida
|
$467K
|
+$436K
|
+5,322
|
New
|
|
|
105
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$457K
|
-$112K
|
-1,365
|
-21%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$457K
|
-$101K
|
-1,227
|
-19%
|
|
|
107
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$451K
|
+$407K
|
+4,970
|
New
|
|
|
108
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$440K
|
+$17.8K
|
+217
|
+5%
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$411K
|
-$23.1K
|
-282
|
-6%
|
|
|
111
|
Salomon & Ludwin
Richmond,
Virginia
|
$410K
|
+$7.38K
|
+90
|
+2%
|
|
|
112
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$395K
|
+$369K
|
+4,497
|
New
|
|
|
113
|
Old Port Advisors
Portland,
Maine
|
$390K
|
–
|
–
|
–
|
|
|
114
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$388K
|
–
|
–
|
–
|
|
|
115
|
Principle Wealth Partners
Madison,
Connecticut
|
$386K
|
–
|
–
|
–
|
|
|
116
|
Strategy Asset Managers
Pasadena,
California
|
$385K
|
-$49K
|
-598
|
-12%
|
|
|
117
|
Independent Financial Group
San Diego,
California
|
$381K
|
–
|
–
|
–
|
|
|
118
|
Surevest
Los Angeles,
California
|
$379K
|
–
|
–
|
–
|
|
|
119
|
RFG Advisory
Birmingham,
Alabama
|
$377K
|
–
|
–
|
–
|
|
|
120
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$373K
|
–
|
–
|
–
|
|
|
121
|
ACG Wealth
Atlanta,
Georgia
|
$372K
|
-$143K
|
-1,746
|
-29%
|
|
|
122
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
123
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$352K
|
+$329K
|
+4,017
|
New
|
|
|
124
|
Magnus Financial Group
New York
|
$351K
|
–
|
–
|
–
|
|
|
125
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$338K
|
+$316K
|
+3,855
|
New
|
|
