|
1101
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$215K
|
-$3.32M
|
-100,406
|
-94%
|
|
|
1102
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$215K
|
+$196K
|
+5,939
|
New
|
|
|
1103
|
Greenspring Advisors
Towson,
Maryland
|
$214K
|
+$196K
|
+5,928
|
New
|
|
|
1104
|
Independent Wealth Network
Urbandale,
Iowa
|
$214K
|
+$196K
|
+5,927
|
New
|
|
|
1105
|
BOK Financial Private Wealth
Denver,
Colorado
|
$211K
|
-$18.6K
|
-563
|
-9%
|
|
|
1106
|
Soltis Investment Advisors
St. George,
Utah
|
$210K
|
+$192K
|
+5,820
|
New
|
|
|
1107
|
One Capital Management
Westlake Village,
California
|
$210K
|
–
|
–
|
–
|
|
|
1108
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$210K
|
-$12.9K
|
-389
|
-6%
|
|
|
1109
|
Oppenheimer & Co
New York
|
$209K
|
+$191K
|
+5,780
|
New
|
|
|
1110
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$209K
|
–
|
–
|
–
|
|
|
1111
|
Novare Capital Management
Charlotte,
North Carolina
|
$208K
|
+$190K
|
+5,757
|
New
|
|
|
1112
|
Chapin Davis
Baltimore,
Maryland
|
$207K
|
+$189K
|
+5,728
|
New
|
|
|
1113
|
Kingswood Wealth Advisors
San Diego,
California
|
$206K
|
+$188K
|
+5,692
|
New
|
|
|
1114
|
WealthPLAN Partners
Omaha,
Nebraska
|
$205K
|
+$188K
|
+5,682
|
New
|
|
|
1115
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$205K
|
+$188K
|
+5,680
|
New
|
|
|
1116
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$205K
|
+$188K
|
+5,680
|
New
|
|
|
1117
|
Burk Holdings
Tulsa,
Oklahoma
|
$204K
|
-$16.6K
|
-501
|
-8%
|
|
|
1118
|
Core Wealth Partners
Santa Rosa,
California
|
$204K
|
+$186K
|
+5,641
|
New
|
|
|
1119
|
Baker Avenue Asset Management
San Francisco,
California
|
$204K
|
+$186K
|
+5,640
|
New
|
|
|
1120
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$204K
|
–
|
–
|
–
|
|
|
1121
|
Advantage Trust Company
Salina,
Kansas
|
$203K
|
+$186K
|
+5,620
|
New
|
|
|
1122
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$203K
|
+$185K
|
+5,612
|
New
|
|
|
1123
|
Capital Group Private Client Services
Los Angeles,
California
|
$203K
|
+$185K
|
+5,609
|
New
|
|
|
1124
|
Check Capital Management
Costa Mesa,
California
|
$202K
|
+$185K
|
+5,600
|
New
|
|
|
1125
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$202K
|
+$185K
|
+5,596
|
New
|
|
