|
201
|
EWG Elevate
Roseville,
California
|
$860K
|
-$3.42M
|
-209,688
|
-80%
|
|
|
202
|
Pacific Capital Wealth Advisors
Corona,
California
|
$843K
|
+$2.6K
|
+159
|
+0.3%
|
|
|
203
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$842K
|
+$823K
|
+50,418
|
New
|
|
|
204
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$838K
|
–
|
–
|
–
|
|
|
205
|
Cedar Wealth Management
Walnut Creek,
California
|
$824K
|
+$805K
|
+49,323
|
New
|
|
|
206
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$823K
|
+$32.5K
|
+1,992
|
+4%
|
|
|
207
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$808K
|
-$109K
|
-6,651
|
-12%
|
|
|
208
|
Mengis Capital Management
Portland,
Oregon
|
$805K
|
-$41.9K
|
-2,565
|
-5%
|
|
|
209
|
Aspiriant LLC
Los Angeles,
California
|
$803K
|
–
|
–
|
–
|
|
|
210
|
Aprio Wealth Management
Atlanta,
Georgia
|
$798K
|
-$219K
|
-13,392
|
-22%
|
|
|
211
|
Truist Financial
Charlotte,
North Carolina
|
$788K
|
-$141K
|
-8,622
|
-15%
|
|
|
212
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$783K
|
-$112K
|
-6,843
|
-13%
|
|
|
213
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$781K
|
-$108K
|
-6,639
|
-12%
|
|
|
214
|
Marotta Asset Management
Charlottesville,
Virginia
|
$774K
|
-$42K
|
-2,571
|
-5%
|
|
|
215
|
Curtis Advisory Group
Santa Barbara,
California
|
$750K
|
+$183K
|
+11,229
|
+33%
|
|
|
216
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$748K
|
+$132K
|
+8,097
|
+22%
|
|
|
217
|
Argent Advisors
Monroe,
Louisiana
|
$737K
|
+$414K
|
+25,368
|
+135%
|
|
|
218
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$731K
|
+$633K
|
+38,799
|
+785%
|
|
|
219
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$728K
|
–
|
–
|
–
|
|
|
220
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$723K
|
-$4.72M
|
-289,359
|
-87%
|
|
|
221
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$699K
|
-$86.9K
|
-5,322
|
-11%
|
|
|
222
|
Renaissance Technologies
New York
|
$697K
|
+$681K
|
+41,700
|
New
|
|
|
223
|
WT Wealth Management
Scottsdale,
Arizona
|
$687K
|
-$17.4K
|
-1,065
|
-3%
|
|
|
224
|
Valeo Financial Advisors
Carmel,
Indiana
|
$687K
|
+$588
|
+36
|
+0.1%
|
|
|
225
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$673K
|
+$20.7K
|
+1,266
|
+3%
|
|
