|
101
|
Western Wealth Management
Golden,
Colorado
|
$565K
|
+$576K
|
+7,014
|
New
|
|
|
102
|
Bank of Marin
Novato,
California
|
$554K
|
–
|
–
|
–
|
|
|
103
|
Independent Financial Group
San Diego,
California
|
$530K
|
+$14.1K
|
+172
|
+3%
|
|
|
104
|
Breakwater Capital Group
Paramus,
New Jersey
|
$518K
|
+$549K
|
+6,683
|
New
|
|
|
105
|
Retirement Group
San Diego,
California
|
$511K
|
+$115K
|
+1,399
|
+28%
|
|
|
106
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$492K
|
+$49.3K
|
+600
|
+11%
|
|
|
107
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$489K
|
+$499K
|
+6,068
|
New
|
|
|
108
|
Wells Fargo
San Francisco,
California
|
$474K
|
-$221K
|
-2,686
|
-31%
|
|
|
109
|
Family Capital Management
Grand Rapids,
Michigan
|
$460K
|
+$469K
|
+5,712
|
New
|
|
|
110
|
|
$446K
|
–
|
–
|
–
|
|
|
111
|
Investmark Advisory Group
Shelton,
Connecticut
|
$441K
|
–
|
–
|
–
|
|
|
112
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$441K
|
-$32.1K
|
-391
|
-7%
|
|
|
113
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$421K
|
+$329
|
+4
|
+0.1%
|
|
|
114
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$390K
|
+$69.9K
|
+851
|
+21%
|
|
|
115
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$376K
|
-$9.2K
|
-112
|
-2%
|
|
|
116
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$374K
|
+$381K
|
+4,642
|
New
|
|
|
117
|
Legacy Capital Group California
Los Gatos,
California
|
$326K
|
+$332K
|
+4,045
|
New
|
|
|
118
|
Wedbush Securities
Los Angeles,
California
|
$319K
|
+$325K
|
+3,955
|
New
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$319K
|
+$43.9K
|
+534
|
+16%
|
|
|
120
|
CreativeOne Wealth
Overland Park,
Kansas
|
$311K
|
+$317K
|
+3,856
|
New
|
|
|
121
|
Meridian Financial
Holliston,
Massachusetts
|
$305K
|
-$4.85K
|
-59
|
-2%
|
|
|
122
|
MONECO Advisors
Fairfield,
Connecticut
|
$297K
|
+$45K
|
+547
|
+17%
|
|
|
123
|
|
$293K
|
+$299K
|
+3,636
|
New
|
|
|
124
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$292K
|
–
|
–
|
–
|
|
|
125
|
Avior Wealth Management
Omaha,
Nebraska
|
$290K
|
+$296K
|
+3,604
|
New
|
|
