|
101
|
Bank of New York Mellon
New York
|
$949K
|
+$946K
|
+17,919
|
New
|
|
|
102
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$920K
|
-$397K
|
-7,522
|
-30%
|
|
|
103
|
LM Advisors
San Diego,
California
|
$904K
|
+$901K
|
+17,065
|
New
|
|
|
104
|
Farther Finance Advisors
San Francisco,
California
|
$883K
|
-$286K
|
-5,414
|
-25%
|
|
|
105
|
SWMG LLC
Fort Worth,
Texas
|
$850K
|
+$849K
|
+16,091
|
New
|
|
|
106
|
UMB Bank
Kansas City,
Missouri
|
$778K
|
–
|
–
|
–
|
|
|
107
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$738K
|
+$207K
|
+3,922
|
+39%
|
|
|
108
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$681K
|
+$679K
|
+12,861
|
New
|
|
|
109
|
Ariadne Wealth Management
Santa Barbara,
California
|
$660K
|
+$6.02K
|
+114
|
+0.9%
|
|
|
110
|
Compass Financial Management
Tampa,
Florida
|
$659K
|
+$657K
|
+12,449
|
New
|
|
|
111
|
Fulcrum Equity Management
Plano,
Texas
|
$656K
|
+$654K
|
+12,383
|
New
|
|
|
112
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$637K
|
+$635K
|
+12,039
|
New
|
|
|
113
|
Optivise Advisory Services
Franklin,
Tennessee
|
$635K
|
-$65.4K
|
-1,239
|
-9%
|
|
|
114
|
Castleview Partners
Dallas,
Texas
|
$619K
|
-$342K
|
-6,483
|
-36%
|
|
|
115
|
Richmond Investment Services
Mequon,
Wisconsin
|
$615K
|
-$1.57M
|
-29,656
|
-72%
|
|
|
116
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$613K
|
+$209K
|
+3,965
|
+52%
|
|
|
117
|
AlphaCore Capital
La Jolla,
California
|
$602K
|
–
|
–
|
–
|
|
|
118
|
Bay Colony Advisors
Concord,
Massachusetts
|
$595K
|
+$593K
|
+11,229
|
New
|
|
|
119
|
&Partners
Nashville,
Tennessee
|
$586K
|
-$88.1K
|
-1,670
|
-13%
|
|
|
120
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$537K
|
-$150K
|
-2,846
|
-22%
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
$525K
|
+$523K
|
+9,909
|
New
|
|
|
122
|
Symphony Financial
Houston,
Texas
|
$515K
|
+$6.65K
|
+126
|
+1%
|
|
|
123
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$511K
|
+$509K
|
+9,646
|
New
|
|
|
124
|
Mercer Global Advisors
Denver,
Colorado
|
$493K
|
-$20.2K
|
-383
|
-4%
|
|
|
125
|
TCP Asset Management
Columbus,
Ohio
|
$490K
|
-$100K
|
-1,894
|
-17%
|
|
