|
301
|
UMB Bank
Kansas City,
Missouri
|
$1.6M
|
–
|
–
|
–
|
|
|
302
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.57M
|
+$1.62M
|
+22,929
|
New
|
|
|
303
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.57M
|
-$120K
|
-1,695
|
-7%
|
|
|
304
|
Atomi Financial Group
New York
|
$1.55M
|
+$1.59M
|
+22,574
|
New
|
|
|
305
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.52M
|
-$3.41M
|
-48,365
|
-68%
|
|
|
306
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.51M
|
+$1.56M
|
+22,103
|
New
|
|
|
307
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$1.5M
|
–
|
–
|
–
|
|
|
308
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$1.5M
|
–
|
–
|
–
|
|
|
309
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.5M
|
-$1.11M
|
-15,796
|
-42%
|
|
|
310
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.49M
|
+$1.53M
|
+21,732
|
New
|
|
|
311
|
Oak Associates
Akron,
Ohio
|
$1.48M
|
–
|
–
|
–
|
|
|
312
|
OFS Enterprise
Kearney,
Nebraska
|
$1.48M
|
+$1.53M
|
+21,652
|
New
|
|
|
313
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.47M
|
-$56K
|
-794
|
-4%
|
|
|
314
|
Pennington Partners & Co
Bethesda,
Maryland
|
$1.46M
|
+$81.5K
|
+1,156
|
+6%
|
|
|
315
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.45M
|
-$12.4M
|
-176,350
|
-89%
|
|
|
316
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.44M
|
+$8.46K
|
+120
|
+0.6%
|
|
|
317
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.44M
|
–
|
–
|
–
|
|
|
318
|
Sutton Place Investors
Katonah,
New York
|
$1.41M
|
+$1.45M
|
+20,623
|
New
|
|
|
319
|
|
$1.4M
|
+$1.42M
|
+20,128
|
+8,182%
|
|
|
320
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.39M
|
+$1.43M
|
+20,312
|
New
|
|
|
321
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.38M
|
-$286K
|
-4,058
|
-17%
|
|
|
322
|
Vann Equity Management
Plano,
Texas
|
$1.38M
|
+$1.42M
|
+20,152
|
New
|
|
|
323
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$1.38M
|
–
|
–
|
–
|
|
|
324
|
Natixis Advisors
Boston,
Massachusetts
|
$1.38M
|
+$397K
|
+5,633
|
+39%
|
|
|
325
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.37M
|
-$75.8K
|
-1,075
|
-5%
|
|
