|
201
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.5M
|
+$1.5M
|
+29,741
|
New
|
|
|
202
|
RFG Advisory
Birmingham,
Alabama
|
$1.49M
|
+$456K
|
+9,063
|
+44%
|
|
|
203
|
Creative Planning
Overland Park,
Kansas
|
$1.49M
|
+$619K
|
+12,312
|
+71%
|
|
|
204
|
Founders Financial Securities
Towson,
Maryland
|
$1.46M
|
+$241K
|
+4,798
|
+20%
|
|
|
205
|
United Asset Strategies
Garden City,
New York
|
$1.42M
|
-$181K
|
-3,603
|
-11%
|
|
|
206
|
Continuum Advisory
Eagle,
Idaho
|
$1.41M
|
-$39.1K
|
-777
|
-3%
|
|
|
207
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$1.38M
|
-$145K
|
-2,874
|
-9%
|
|
|
208
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.36M
|
-$347K
|
-6,899
|
-20%
|
|
|
209
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.33M
|
-$58K
|
-1,152
|
-4%
|
|
|
210
|
Matrix Trust Company
Denver,
Colorado
|
$1.29M
|
+$1.29M
|
+25,676
|
New
|
|
|
211
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.27M
|
-$155K
|
-3,074
|
-11%
|
|
|
212
|
ProVise Management Group
Clearwater,
Florida
|
$1.26M
|
-$16.7K
|
-331
|
-1%
|
|
|
213
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.25M
|
-$152K
|
-3,020
|
-11%
|
|
|
214
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.25M
|
–
|
–
|
–
|
|
|
215
|
Corient Private Wealth
Miami,
Florida
|
$1.22M
|
+$1.22M
|
+24,219
|
New
|
|
|
216
|
CGN Advisors
Manhattan,
Kansas
|
$1.19M
|
-$296K
|
-5,881
|
-20%
|
|
|
217
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.17M
|
+$72.8K
|
+1,446
|
+6%
|
|
|
218
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$1.16M
|
+$752K
|
+14,949
|
+182%
|
|
|
219
|
Castleview Partners
Dallas,
Texas
|
$1.14M
|
-$10.8K
|
-214
|
-0.9%
|
|
|
220
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.12M
|
+$1.12M
|
+22,239
|
New
|
|
|
221
|
Advisor OS
Chicago,
Illinois
|
$1.1M
|
+$351K
|
+6,967
|
+47%
|
|
|
222
|
Belpointe Asset Management
Reno,
Nevada
|
$1.06M
|
+$285K
|
+5,663
|
+37%
|
|
|
223
|
Howard Wealth Management
Madison,
Connecticut
|
$1.06M
|
-$352K
|
-7,000
|
-25%
|
|
|
224
|
DFPG Investments
Sandy,
Utah
|
$1.04M
|
+$1.04M
|
+20,674
|
New
|
|
|
225
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.01M
|
+$1.01M
|
+20,071
|
New
|
|
