|
101
|
|
$1.39M
|
+$88.3K
|
+1,286
|
+6%
|
|
|
102
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.2M
|
-$9.54M
|
-138,977
|
-88%
|
|
|
103
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.1M
|
-$109K
|
-1,583
|
-8%
|
|
|
104
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.08M
|
-$255K
|
-3,711
|
-18%
|
|
|
105
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.06M
|
-$104K
|
-1,512
|
-8%
|
|
|
106
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.04M
|
-$92.7K
|
-1,350
|
-8%
|
|
|
107
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.02M
|
+$723K
|
+10,534
|
+198%
|
|
|
108
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1M
|
+$505K
|
+7,360
|
+84%
|
|
|
109
|
Greenspring Advisors
Towson,
Maryland
|
$973K
|
-$394K
|
-5,732
|
-27%
|
|
|
110
|
CreativeOne Wealth
Overland Park,
Kansas
|
$949K
|
-$67.8K
|
-988
|
-6%
|
|
|
111
|
Wealth Management Partners
Tucson,
Arizona
|
$934K
|
–
|
–
|
–
|
|
|
112
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$885K
|
+$614K
|
+8,935
|
+170%
|
|
|
113
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$810K
|
+$26K
|
+378
|
+3%
|
|
|
114
|
American Trust
Lexington,
Kentucky
|
$808K
|
+$139K
|
+2,019
|
+18%
|
|
|
115
|
M&T Bank
Buffalo,
New York
|
$785K
|
–
|
–
|
–
|
|
|
116
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$771K
|
+$351K
|
+5,109
|
+70%
|
|
|
117
|
Sunbelt Securities
Houston,
Texas
|
$761K
|
+$2.4K
|
+35
|
+0.3%
|
|
|
118
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$756K
|
+$173K
|
+2,526
|
+26%
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$703K
|
+$775K
|
+11,281
|
New
|
|
|
120
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$696K
|
-$409K
|
-5,951
|
-35%
|
|
|
121
|
Cooper/Haims Advisors
Victor,
New York
|
$628K
|
+$369K
|
+5,370
|
+114%
|
|
|
122
|
HUB Investment Partners
Austin,
Texas
|
$626K
|
+$689K
|
+10,040
|
New
|
|
|
123
|
Dowling & Yahnke
San Diego,
California
|
$564K
|
+$621K
|
+9,047
|
New
|
|
|
124
|
Roosevelt Investment Group
New York
|
$557K
|
+$18.4K
|
+268
|
+3%
|
|
|
125
|
Aprio Wealth Management
Atlanta,
Georgia
|
$548K
|
+$604K
|
+8,790
|
New
|
|
