|
101
|
Beacon Financial Group
Dallas,
Texas
|
$6M
|
+$900K
|
+36,400
|
+18%
|
|
|
102
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$5.89M
|
+$2.1M
|
+85,046
|
+56%
|
|
|
103
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.88M
|
+$548K
|
+22,161
|
+10%
|
|
|
104
|
Capital Performance Advisors
Walnut Creek,
California
|
$5.86M
|
+$5.86M
|
+236,711
|
New
|
|
|
105
|
Avantax Advisory Services
Dallas,
Texas
|
$5.77M
|
-$1.1M
|
-44,616
|
-16%
|
|
|
106
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.66M
|
-$97.2K
|
-3,928
|
-2%
|
|
|
107
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.58M
|
+$754K
|
+30,477
|
+16%
|
|
|
108
|
Old Mission Capital
Chicago,
Illinois
|
$5.54M
|
+$4.91M
|
+198,350
|
+775%
|
|
|
109
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$5.43M
|
+$1.94M
|
+78,529
|
+56%
|
|
|
110
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$5.4M
|
-$37.9K
|
-1,532
|
-0.7%
|
|
|
111
|
Entruity Wealth
Bakersfield,
California
|
$5.25M
|
+$210K
|
+8,487
|
+4%
|
|
|
112
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$5.21M
|
–
|
–
|
–
|
|
|
113
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$5.21M
|
-$144K
|
-5,814
|
-3%
|
|
|
114
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.12M
|
+$5.12M
|
+206,977
|
New
|
|
|
115
|
Keel Point
Huntsville,
Alabama
|
$5.03M
|
+$554K
|
+22,412
|
+12%
|
|
|
116
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4.94M
|
+$1.04M
|
+41,868
|
+27%
|
|
|
117
|
Oppenheimer & Co
New York
|
$4.49M
|
-$310K
|
-12,526
|
-6%
|
|
|
118
|
Bramshill Investments
Naples,
Florida
|
$4.46M
|
+$4.45M
|
+180,000
|
New
|
|
|
119
|
Stratos Investment Management
Beachwood,
Ohio
|
$4.26M
|
+$4.26M
|
+172,200
|
New
|
|
|
120
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$4.26M
|
+$2.43M
|
+98,410
|
+134%
|
|
|
121
|
|
$4.21M
|
+$166K
|
+6,728
|
+4%
|
|
|
122
|
BlackDiamond Wealth Management
New York
|
$4.07M
|
+$354K
|
+14,295
|
+9%
|
|
|
123
|
Atria Wealth Solutions
New York
|
$3.83M
|
+$257K
|
+10,398
|
+7%
|
|
|
124
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.8M
|
-$174K
|
-7,016
|
-4%
|
|
|
125
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.52M
|
-$467K
|
-18,879
|
-12%
|
|
