|
201
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$4.38M
|
+$4.36M
|
+42,535
|
New
|
|
|
202
|
Royal Harbor Partners
Houston,
Texas
|
$4.34M
|
+$81.7K
|
+796
|
+2%
|
|
|
203
|
Semitam Bonam
Goshen,
New York
|
$4.28M
|
+$4.27M
|
+41,614
|
New
|
|
|
204
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.22M
|
–
|
–
|
–
|
|
|
205
|
Trilogy Capital
Irvine,
California
|
$4.22M
|
+$440K
|
+4,285
|
+12%
|
|
|
206
|
Stone Summit Wealth
Miami,
Florida
|
$4.14M
|
+$778K
|
+7,586
|
+23%
|
|
|
207
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.11M
|
+$758K
|
+7,390
|
+23%
|
|
|
208
|
BTG Pactual Asset Management US
New York
|
$4.05M
|
+$649K
|
+6,331
|
+19%
|
|
|
209
|
Mustico Financial Group
Elmira,
New York
|
$4.03M
|
+$4.01M
|
+39,083
|
New
|
|
|
210
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$3.99M
|
-$1.15M
|
-11,231
|
-22%
|
|
|
211
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.99M
|
-$458K
|
-4,465
|
-10%
|
|
|
212
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.95M
|
+$3.93M
|
+38,338
|
New
|
|
|
213
|
Echo45 Advisors
Walnut Creek,
California
|
$3.93M
|
-$35.7K
|
-348
|
-0.9%
|
|
|
214
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.91M
|
+$1.39M
|
+13,582
|
+56%
|
|
|
215
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.9M
|
+$3.89M
|
+37,928
|
New
|
|
|
216
|
Signal Advisors Wealth
Detroit,
Michigan
|
$3.83M
|
+$806K
|
+7,857
|
+27%
|
|
|
217
|
Portside Wealth Group
Provo,
Utah
|
$3.75M
|
+$124K
|
+1,212
|
+3%
|
|
|
218
|
Mariner
Overland Park,
Kansas
|
$3.71M
|
+$2.16M
|
+21,074
|
+140%
|
|
|
219
|
US Bancorp
Minneapolis,
Minnesota
|
$3.71M
|
+$3.42M
|
+33,294
|
+1,211%
|
|
|
220
|
Martin Capital Partners
Eugene,
Oregon
|
$3.71M
|
+$1.71M
|
+16,690
|
+86%
|
|
|
221
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.7M
|
+$731K
|
+7,123
|
+25%
|
|
|
222
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.63M
|
+$1.88M
|
+18,325
|
+108%
|
|
|
223
|
Avantax Advisory Services
Dallas,
Texas
|
$3.59M
|
+$1.39M
|
+13,506
|
+63%
|
|
|
224
|
Beaumont Capital Management
Boston,
Massachusetts
|
$3.59M
|
+$135K
|
+1,313
|
+4%
|
|
|
225
|
Copia Wealth Management
Bend,
Oregon
|
$3.57M
|
+$299K
|
+2,913
|
+9%
|
|
