|
76
|
Source Financial Advisors
New York
|
$468K
|
+$9.39K
|
+137
|
+2%
|
|
|
77
|
Raymond James Trust
St. Petersburg,
Florida
|
$467K
|
+$32.4K
|
+472
|
+8%
|
|
|
78
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$456K
|
–
|
–
|
–
|
|
|
79
|
GeoWealth Management
Chicago,
Illinois
|
$440K
|
-$16.6K
|
-242
|
-4%
|
|
|
80
|
Wealthspire Advisors (New York)
New York
|
$438K
|
-$10.1K
|
-147
|
-2%
|
|
|
81
|
Icon Wealth Advisors
Houston,
Texas
|
$413K
|
+$392K
|
+5,709
|
New
|
|
|
82
|
Marcum Wealth
Cleveland,
Ohio
|
$405K
|
-$4.05K
|
-59
|
-1%
|
|
|
83
|
Northern Trust
Chicago,
Illinois
|
$400K
|
+$75.6K
|
+1,103
|
+25%
|
|
|
84
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
85
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$398K
|
+$281K
|
+4,094
|
+289%
|
|
|
86
|
Atria Wealth Solutions
New York
|
$394K
|
-$98.7K
|
-1,439
|
-21%
|
|
|
87
|
Wedbush Securities
Los Angeles,
California
|
$393K
|
+$12.8K
|
+186
|
+4%
|
|
|
88
|
CVA Family Office
Denver,
Colorado
|
$367K
|
–
|
–
|
–
|
|
|
89
|
Mercer Global Advisors
Denver,
Colorado
|
$343K
|
-$55.1K
|
-804
|
-15%
|
|
|
90
|
Custos Family Office
Austin,
Texas
|
$342K
|
-$23.5K
|
-342
|
-7%
|
|
|
91
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$341K
|
+$324K
|
+4,721
|
New
|
|
|
92
|
Kestra Private Wealth Services
Austin,
Texas
|
$339K
|
-$43.9K
|
-640
|
-12%
|
|
|
93
|
Csenge Advisory Group
Clearwater,
Florida
|
$337K
|
-$8.09K
|
-118
|
-2%
|
|
|
94
|
Vanguard Group
Malvern,
Pennsylvania
|
$329K
|
+$65.6K
|
+957
|
+27%
|
|
|
95
|
ASB Consultores
Aventura,
Florida
|
$319K
|
+$303K
|
+4,412
|
New
|
|
|
96
|
IEQ Capital
Foster City,
California
|
$315K
|
+$299K
|
+4,355
|
New
|
|
|
97
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$311K
|
+$295K
|
+4,299
|
New
|
|
|
98
|
TownSquare Capital
Provo,
Utah
|
$301K
|
-$18.3K
|
-267
|
-6%
|
|
|
99
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
-$21.1K
|
-308
|
-7%
|
|
|
100
|
Alpha Financial Partners
Lexington,
Kentucky
|
$297K
|
+$282K
|
+4,111
|
New
|
|
