|
301
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.3M
|
+$544K
|
+2,994
|
+5%
|
|
|
302
|
Claro Advisors
Boston,
Massachusetts
|
$12.2M
|
-$1.49M
|
-8,202
|
-11%
|
|
|
303
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$12.1M
|
+$11.9M
|
+65,685
|
+3,209%
|
|
|
304
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$12M
|
-$522K
|
-2,873
|
-4%
|
|
|
305
|
EdgeRock Capital
Denver,
Colorado
|
$12M
|
+$280K
|
+1,539
|
+2%
|
|
|
306
|
Global Retirement Partners
San Rafael,
California
|
$12M
|
+$1.88M
|
+10,349
|
+18%
|
|
|
307
|
Lutz Financial Services
Omaha,
Nebraska
|
$12M
|
-$62.1K
|
-342
|
-0.5%
|
|
|
308
|
Creative Planning
Overland Park,
Kansas
|
$11.9M
|
+$162K
|
+894
|
+1%
|
|
|
309
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$11.9M
|
+$126K
|
+696
|
+1%
|
|
|
310
|
Spire Wealth Management
Mclean,
Virginia
|
$11.9M
|
+$359K
|
+1,978
|
+3%
|
|
|
311
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$11.8M
|
+$406K
|
+2,233
|
+4%
|
|
|
312
|
360 Financial
Wayzata,
Minnesota
|
$11.7M
|
+$4.49M
|
+24,714
|
+60%
|
|
|
313
|
Sentinus LLC
Oak Brook,
Illinois
|
$11.7M
|
+$11.7M
|
+64,445
|
+5,508%
|
|
|
314
|
AssetMark Inc
Concord,
California
|
$11.6M
|
+$3.72M
|
+20,466
|
+46%
|
|
|
315
|
Apeiron RIA
Dallas,
Texas
|
$11.6M
|
+$672K
|
+3,700
|
+6%
|
|
|
316
|
Custos Family Office
Austin,
Texas
|
$11.6M
|
+$532K
|
+2,927
|
+5%
|
|
|
317
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.3M
|
-$10.6M
|
-58,288
|
-48%
|
|
|
318
|
ERn Financial LLC
Middleton,
Wisconsin
|
$11.2M
|
-$331K
|
-1,821
|
-3%
|
|
|
319
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.2M
|
+$2.06M
|
+11,322
|
+22%
|
|
|
320
|
EQ LLC
Bellevue,
Washington
|
$11.1M
|
+$700K
|
+3,851
|
+7%
|
|
|
321
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$11M
|
+$81.9K
|
+451
|
+0.7%
|
|
|
322
|
SWMG LLC
Fort Worth,
Texas
|
$11M
|
+$912K
|
+5,022
|
+9%
|
|
|
323
|
Wood Tarver Financial Group
Boise,
Idaho
|
$10.9M
|
+$11.1M
|
+61,109
|
New
|
|
|
324
|
Running Point Capital Advisors
El Segundo,
California
|
$10.8M
|
-$982K
|
-5,404
|
-8%
|
|
|
325
|
Crown Wealth Group
Charlotte,
North Carolina
|
$10.8M
|
+$69.4K
|
+382
|
+0.6%
|
|
