|
601
|
Trek Financial
Scottsdale,
Arizona
|
$1.37M
|
+$1.31M
|
+16,893
|
New
|
|
|
602
|
SWM Advisors
St. Petersburg,
Florida
|
$1.36M
|
+$1.38M
|
+17,768
|
New
|
|
|
603
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.33M
|
+$555K
|
+7,170
|
+78%
|
|
|
604
|
WrapManager Inc
Mill Valley,
California
|
$1.32M
|
-$619
|
-8
|
-0%
|
|
|
605
|
Cassaday & Co
Mclean,
Virginia
|
$1.31M
|
+$26.2K
|
+339
|
+2%
|
|
|
606
|
First Business Financial Services
Madison,
Wisconsin
|
$1.31M
|
–
|
–
|
–
|
|
|
607
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.31M
|
+$150K
|
+1,939
|
+14%
|
|
|
608
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.3M
|
+$797K
|
+10,293
|
+177%
|
|
|
609
|
Independent Financial Group
San Diego,
California
|
$1.3M
|
-$84.3K
|
-1,089
|
-6%
|
|
|
610
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.28M
|
+$387
|
+5
|
+0%
|
|
|
611
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.28M
|
+$352K
|
+4,548
|
+40%
|
|
|
612
|
|
$1.26M
|
-$145K
|
-1,876
|
-11%
|
|
|
613
|
Advisory Alpha
Holland,
Michigan
|
$1.26M
|
-$599K
|
-7,737
|
-33%
|
|
|
614
|
Intellectus Partners
San Francisco,
California
|
$1.26M
|
-$52K
|
-672
|
-4%
|
|
|
615
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.25M
|
+$1.2M
|
+15,516
|
New
|
|
|
616
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.23M
|
-$209K
|
-2,700
|
-15%
|
|
|
617
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.22M
|
+$446K
|
+5,760
|
+61%
|
|
|
618
|
Claro Advisors
Boston,
Massachusetts
|
$1.21M
|
-$527K
|
-6,800
|
-31%
|
|
|
619
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.19M
|
-$144K
|
-1,864
|
-11%
|
|
|
620
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.19M
|
+$1.1M
|
+14,268
|
+977%
|
|
|
621
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.18M
|
+$1.13M
|
+14,619
|
New
|
|
|
622
|
Courier Capital
Buffalo,
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
623
|
Welch & Forbes
Boston,
Massachusetts
|
$1.18M
|
+$40K
|
+517
|
+4%
|
|
|
624
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.17M
|
+$1.12M
|
+14,449
|
New
|
|
|
625
|
Rede Wealth
Charlottesville,
Virginia
|
$1.17M
|
-$14.8K
|
-191
|
-1%
|
|
