|
201
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.61M
|
-$36.1M
|
-1,374,563
|
-93%
|
|
|
202
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.59M
|
+$73.3K
|
+2,790
|
+3%
|
|
|
203
|
&Partners
Nashville,
Tennessee
|
$2.57M
|
+$2.19M
|
+83,149
|
+570%
|
|
|
204
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.56M
|
-$80.8K
|
-3,076
|
-3%
|
|
|
205
|
Washington Trust
Westerly,
Rhode Island
|
$2.52M
|
-$264K
|
-10,038
|
-9%
|
|
|
206
|
K2 Financial
Glendora,
California
|
$2.45M
|
+$2.51M
|
+95,351
|
New
|
|
|
207
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.45M
|
-$655K
|
-24,934
|
-21%
|
|
|
208
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.45M
|
+$216K
|
+8,221
|
+10%
|
|
|
209
|
BCGM Wealth Management
Lafayette,
Indiana
|
$2.45M
|
+$80.3K
|
+3,056
|
+3%
|
|
|
210
|
WealthCollab
Bellevue,
Washington
|
$2.44M
|
+$478K
|
+18,192
|
+24%
|
|
|
211
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.39M
|
-$36K
|
-1,369
|
-1%
|
|
|
212
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.37M
|
+$192K
|
+7,299
|
+9%
|
|
|
213
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.37M
|
+$22.3K
|
+848
|
+0.9%
|
|
|
214
|
Perigon Wealth Management
San Francisco,
California
|
$2.35M
|
-$103K
|
-3,906
|
-4%
|
|
|
215
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$2.34M
|
-$33.8K
|
-1,286
|
-1%
|
|
|
216
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.29M
|
-$167K
|
-6,373
|
-7%
|
|
|
217
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.26M
|
+$665K
|
+25,304
|
+41%
|
|
|
218
|
Atria Wealth Solutions
New York
|
$2.18M
|
+$1.39M
|
+52,733
|
+166%
|
|
|
219
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$2.18M
|
-$2.2M
|
-83,565
|
-50%
|
|
|
220
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.17M
|
+$299K
|
+11,359
|
+16%
|
|
|
221
|
Catalyst Private Wealth
San Mateo,
California
|
$2.09M
|
+$143K
|
+5,433
|
+7%
|
|
|
222
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.06M
|
+$87.2K
|
+3,317
|
+4%
|
|
|
223
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$2.05M
|
+$11K
|
+419
|
+0.5%
|
|
|
224
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.04M
|
-$34.6K
|
-1,316
|
-2%
|
|
|
225
|
IFP Advisors
Tampa,
Florida
|
$2.03M
|
+$344K
|
+13,093
|
+20%
|
|
