|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.15M
|
+$147K
|
+3,112
|
+15%
|
|
|
102
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.13M
|
-$56K
|
-1,185
|
-5%
|
|
|
103
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.11M
|
-$96.6K
|
-2,043
|
-8%
|
|
|
104
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.1M
|
+$409K
|
+8,647
|
+60%
|
|
|
105
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
-$1.87M
|
-39,497
|
-63%
|
|
|
106
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.03M
|
+$55.4K
|
+1,172
|
+6%
|
|
|
107
|
CVA Family Office
Denver,
Colorado
|
$1.02M
|
-$3.73K
|
-79
|
-0.4%
|
|
|
108
|
SteelPeak Wealth
Woodland Hills,
California
|
$979K
|
-$1.21M
|
-25,653
|
-55%
|
|
|
109
|
McLean Asset Management
Tysons,
Virginia
|
$956K
|
+$10.4K
|
+219
|
+1%
|
|
|
110
|
Sage Capital Management
Stockton,
New Jersey
|
$953K
|
-$25.8K
|
-546
|
-3%
|
|
|
111
|
Steward Partners Investment Advisory
New York
|
$939K
|
+$19.1K
|
+403
|
+2%
|
|
|
112
|
Pathstone Holdings
Englewood,
New Jersey
|
$929K
|
-$69.9K
|
-1,479
|
-7%
|
|
|
113
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$908K
|
+$186K
|
+3,934
|
+26%
|
|
|
114
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$902K
|
-$945
|
-20
|
-0.1%
|
|
|
115
|
|
$884K
|
+$646K
|
+13,660
|
+277%
|
|
|
116
|
Davenport & Co
Richmond,
Virginia
|
$880K
|
-$14.7K
|
-310
|
-2%
|
|
|
117
|
Atria Wealth Solutions
New York
|
$875K
|
-$2.35M
|
-49,715
|
-73%
|
|
|
118
|
Sunbelt Securities
Houston,
Texas
|
$875K
|
-$42.6K
|
-902
|
-5%
|
|
|
119
|
Code Waechter
Tampa,
Florida
|
$863K
|
–
|
–
|
–
|
|
|
120
|
Western Wealth Management
Golden,
Colorado
|
$829K
|
-$1.42K
|
-30
|
-0.2%
|
|
|
121
|
HB Wealth Management
Atlanta,
Georgia
|
$813K
|
-$139K
|
-2,949
|
-15%
|
|
|
122
|
SFMG Wealth Advisors
Plano,
Texas
|
$809K
|
–
|
–
|
–
|
|
|
123
|
Global Retirement Partners
San Rafael,
California
|
$787K
|
+$783K
|
+16,555
|
New
|
|
|
124
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$784K
|
-$144K
|
-3,040
|
-16%
|
|
|
125
|
Golden State Equity Partners
South Coast Metro,
California
|
$783K
|
-$662K
|
-13,996
|
-46%
|
|
