|
101
|
Freedom Investment Management
Hartford,
Connecticut
|
$538K
|
+$19.8K
|
+228
|
+4%
|
|
|
102
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$527K
|
–
|
–
|
–
|
|
|
103
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$525K
|
+$260
|
+3
|
+0.1%
|
|
|
104
|
Atria Wealth Solutions
New York
|
$512K
|
+$218K
|
+2,509
|
+78%
|
|
|
105
|
Keel Point
Huntsville,
Alabama
|
$480K
|
+$434
|
+5
|
+0.1%
|
|
|
106
|
SteelPeak Wealth
Woodland Hills,
California
|
$479K
|
-$11.2M
|
-129,638
|
-96%
|
|
|
107
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$466K
|
-$3.79M
|
-43,662
|
-87%
|
|
|
108
|
Parallel Advisors
San Francisco,
California
|
$457K
|
–
|
–
|
–
|
|
|
109
|
|
$451K
|
+$438K
|
+5,056
|
New
|
|
|
110
|
Waterloo Capital
Austin,
Texas
|
$425K
|
-$1.91K
|
-22
|
-0.5%
|
|
|
111
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$407K
|
-$80.6K
|
-930
|
-17%
|
|
|
112
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$406K
|
-$22K
|
-254
|
-5%
|
|
|
113
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$403K
|
–
|
–
|
–
|
|
|
114
|
Cutler Group
San Francisco,
California
|
$387K
|
+$161K
|
+1,852
|
+74%
|
|
|
115
|
Paulson Wealth Management
Wheaton,
Illinois
|
$378K
|
–
|
–
|
–
|
|
|
116
|
Advisory Services Network
Atlanta,
Georgia
|
$368K
|
+$340K
|
+3,918
|
+1,911%
|
|
|
117
|
Element Wealth
Ridgeland,
Mississippi
|
$354K
|
–
|
–
|
–
|
|
|
118
|
|
$347K
|
-$545K
|
-6,291
|
-62%
|
|
|
119
|
Monterey Private Wealth
Monterey,
California
|
$341K
|
+$8.32K
|
+96
|
+3%
|
|
|
120
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$329K
|
+$320K
|
+3,689
|
New
|
|
|
121
|
Private Capital Management (Florida)
Naples,
Florida
|
$326K
|
+$8.24K
|
+95
|
+3%
|
|
|
122
|
Meitav Investment House
Bene-Beraq,
Israel
|
$321K
|
-$60.7K
|
-700
|
-16%
|
|
|
123
|
BCS Wealth Management
Johnson City,
Tennessee
|
$317K
|
–
|
–
|
–
|
|
|
124
|
Evergreen Capital Management
Bellevue,
Washington
|
$316K
|
–
|
–
|
–
|
|
|
125
|
|
$312K
|
–
|
–
|
–
|
|
