|
101
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$360K
|
–
|
–
|
–
|
|
|
102
|
Disciplined Investments
Tulsa,
Oklahoma
|
$360K
|
–
|
–
|
–
|
|
|
103
|
UMB Bank
Kansas City,
Missouri
|
$355K
|
+$141K
|
+2,224
|
+70%
|
|
|
104
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
105
|
Community Financial Services Group
Newport,
Vermont
|
$324K
|
+$314K
|
+4,958
|
New
|
|
|
106
|
MBE Wealth Management
Tomah,
Wisconsin
|
$323K
|
-$3.16K
|
-50
|
-1%
|
|
|
107
|
IHT Wealth Management
Chicago,
Illinois
|
$322K
|
-$74.9K
|
-1,184
|
-19%
|
|
|
108
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$313K
|
+$39.2K
|
+620
|
+15%
|
|
|
109
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$298K
|
+$20.5K
|
+324
|
+8%
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$295K
|
+$3.6K
|
+57
|
+1%
|
|
|
111
|
Financial Engines Advisors
Santa Clara,
California
|
$288K
|
–
|
–
|
–
|
|
|
112
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$285K
|
+$7.08K
|
+112
|
+3%
|
|
|
113
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$280K
|
–
|
–
|
–
|
|
|
114
|
Atria Wealth Solutions
New York
|
$279K
|
+$269K
|
+4,253
|
New
|
|
|
115
|
Argent Trust Co
Nashville,
Tennessee
|
$274K
|
–
|
–
|
–
|
|
|
116
|
Joseph Group Capital Management
Columbus,
Ohio
|
$255K
|
-$97.6K
|
-1,544
|
-28%
|
|
|
117
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
118
|
FinDec Wealth Services
Stockton,
California
|
$252K
|
-$29.1K
|
-460
|
-11%
|
|
|
119
|
Bridges Investment Management
Omaha,
Nebraska
|
$247K
|
+$239K
|
+3,779
|
New
|
|
|
120
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$245K
|
–
|
–
|
–
|
|
|
121
|
Capital Planning
Bellevue,
Washington
|
$242K
|
–
|
–
|
–
|
|
|
122
|
PFG Investments
Woodbury,
New York
|
$237K
|
+$230K
|
+3,631
|
New
|
|
|
123
|
Curi RMB Capital
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
124
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
125
|
Pioneer Wealth Management Group
Austin,
Texas
|
$227K
|
+$220K
|
+3,479
|
New
|
|
