|
101
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$6.1M
|
-$233K
|
-3,467
|
-4%
|
|
|
102
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6M
|
+$951K
|
+14,129
|
+20%
|
|
|
103
|
Bank of America
Charlotte,
North Carolina
|
$5.98M
|
+$1.21M
|
+17,944
|
+27%
|
|
|
104
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$5.96M
|
+$411K
|
+6,106
|
+8%
|
|
|
105
|
Magnus Financial Group
New York
|
$5.79M
|
+$79K
|
+1,174
|
+1%
|
|
|
106
|
REAP Financial Group
Austin,
Texas
|
$5.77M
|
+$565K
|
+8,391
|
+11%
|
|
|
107
|
Truepoint Inc
Cincinnati,
Ohio
|
$5.74M
|
+$103K
|
+1,530
|
+2%
|
|
|
108
|
WealthCollab
Bellevue,
Washington
|
$5.65M
|
+$234K
|
+3,484
|
+5%
|
|
|
109
|
Wells Fargo
San Francisco,
California
|
$5.6M
|
+$248K
|
+3,684
|
+5%
|
|
|
110
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$5.6M
|
+$122K
|
+1,809
|
+2%
|
|
|
111
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.6M
|
+$101K
|
+1,508
|
+2%
|
|
|
112
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.58M
|
+$499K
|
+7,414
|
+10%
|
|
|
113
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$5.52M
|
+$88.1K
|
+1,309
|
+2%
|
|
|
114
|
Fonville Wealth Management
Richmond,
Virginia
|
$5.36M
|
+$183K
|
+2,720
|
+4%
|
|
|
115
|
Libra Wealth
Los Gatos,
California
|
$5.12M
|
+$477K
|
+7,093
|
+11%
|
|
|
116
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.1M
|
+$674K
|
+10,011
|
+16%
|
|
|
117
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.06M
|
-$269
|
-4
|
-0%
|
|
|
118
|
Elevate Wealth Advisory
Athens,
Georgia
|
$5.05M
|
+$108K
|
+1,610
|
+2%
|
|
|
119
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.92M
|
+$119K
|
+1,772
|
+3%
|
|
|
120
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.9M
|
+$115K
|
+1,711
|
+2%
|
|
|
121
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.61M
|
+$553K
|
+8,227
|
+14%
|
|
|
122
|
Simplicity Wealth
Summit,
New Jersey
|
$4.54M
|
+$3.86M
|
+57,363
|
+838%
|
|
|
123
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$4.47M
|
+$30.1K
|
+448
|
+0.7%
|
|
|
124
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$4.42M
|
+$254K
|
+3,771
|
+6%
|
|
|
125
|
Fortress Wealth Management
Culver City,
California
|
$4.38M
|
+$102K
|
+1,519
|
+3%
|
|
