|
201
|
WorthPointe
La Jolla,
California
|
$698K
|
+$688K
|
+25,308
|
New
|
|
|
202
|
Signet Financial Management
Parsippany,
New Jersey
|
$684K
|
+$416K
|
+15,315
|
+155%
|
|
|
203
|
Virtue Capital Management
Brentwood,
Tennessee
|
$683K
|
+$140K
|
+5,146
|
+26%
|
|
|
204
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$669K
|
+$205K
|
+7,550
|
+44%
|
|
|
205
|
ArchPoint Investors
Coral Gables,
Florida
|
$663K
|
–
|
–
|
–
|
|
|
206
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$652K
|
+$16.3K
|
+600
|
+3%
|
|
|
207
|
Baker Avenue Asset Management
San Francisco,
California
|
$637K
|
+$156K
|
+5,751
|
+32%
|
|
|
208
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$631K
|
+$130K
|
+4,791
|
+27%
|
|
|
209
|
Valeo Financial Advisors
Carmel,
Indiana
|
$624K
|
–
|
–
|
–
|
|
|
210
|
Koshinski Asset Management
Decatur,
Illinois
|
$620K
|
+$286K
|
+10,511
|
+85%
|
|
|
211
|
CIBC World Market
Toronto,
Ontario, Canada
|
$614K
|
+$121K
|
+4,457
|
+25%
|
|
|
212
|
Davenport & Co
Richmond,
Virginia
|
$613K
|
+$614K
|
+22,573
|
New
|
|
|
213
|
WealthSource Partners
San Luis Obispo,
California
|
$609K
|
-$99.7K
|
-3,668
|
-14%
|
|
|
214
|
Donor Advised Charitable Giving
San Francisco,
California
|
$598K
|
+$131K
|
+4,810
|
+28%
|
|
|
215
|
Arete Wealth Advisors
Chicago,
Illinois
|
$594K
|
+$72.5K
|
+2,668
|
+13%
|
|
|
216
|
American Portfolios Advisors
Holbrook,
New York
|
$573K
|
+$259K
|
+9,529
|
+82%
|
|
|
217
|
Chesley Taft & Associates
Chicago,
Illinois
|
$559K
|
-$1.09K
|
-40
|
-0.2%
|
|
|
218
|
GeoWealth Management
Chicago,
Illinois
|
$549K
|
+$549K
|
+20,196
|
New
|
|
|
219
|
Mariner
Overland Park,
Kansas
|
$542K
|
+$543K
|
+19,961
|
New
|
|
|
220
|
Comerica Bank
Dallas,
Texas
|
$531K
|
+$538K
|
+19,771
|
New
|
|
|
221
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$527K
|
-$8.95K
|
-329
|
-2%
|
|
|
222
|
BTS Asset Management
Lincoln,
Massachusetts
|
$527K
|
+$104K
|
+3,828
|
+25%
|
|
|
223
|
Hancock Whitney
Gulfport,
Mississippi
|
$523K
|
+$14.3K
|
+526
|
+3%
|
|
|
224
|
Source Financial Advisors
New York
|
$523K
|
+$524K
|
+19,265
|
New
|
|
|
225
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$516K
|
+$150K
|
+5,516
|
+41%
|
|
