|
101
|
Truist Financial
Charlotte,
North Carolina
|
$576K
|
-$200K
|
-3,776
|
-26%
|
|
|
102
|
UMB Bank
Kansas City,
Missouri
|
$568K
|
+$567K
|
+10,700
|
New
|
|
|
103
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$557K
|
+$3.97K
|
+75
|
+0.7%
|
|
|
104
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$533K
|
-$103K
|
-1,936
|
-16%
|
|
|
105
|
OneAscent Family Office
Birmingham,
Alabama
|
$506K
|
+$504K
|
+9,520
|
New
|
|
|
106
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$496K
|
-$4.1M
|
-77,441
|
-89%
|
|
|
107
|
Summit Wealth Partners
Orlando,
Florida
|
$446K
|
–
|
–
|
–
|
|
|
108
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$408K
|
+$2.59K
|
+49
|
+0.6%
|
|
|
109
|
Mosaic Financial Group
Chicago,
Illinois
|
$379K
|
+$4.13K
|
+78
|
+1%
|
|
|
110
|
Quantinno Capital Management
New York
|
$372K
|
-$29.8K
|
-563
|
-7%
|
|
|
111
|
LifeWealth Investments
Winter Garden,
Florida
|
$351K
|
+$54.9K
|
+1,037
|
+19%
|
|
|
112
|
Chris Bulman
Roseville,
California
|
$346K
|
-$123K
|
-2,328
|
-26%
|
|
|
113
|
Portside Wealth Group
Provo,
Utah
|
$332K
|
+$30K
|
+566
|
+10%
|
|
|
114
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$329K
|
-$4.29K
|
-81
|
-1%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$315K
|
+$90.1K
|
+1,701
|
+40%
|
|
|
116
|
Wealth Watch Advisors
Englewood,
Colorado
|
$291K
|
-$28K
|
-528
|
-9%
|
|
|
117
|
Simplicity Wealth
Summit,
New Jersey
|
$290K
|
+$289K
|
+5,463
|
New
|
|
|
118
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$281K
|
+$280K
|
+5,294
|
New
|
|
|
119
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$278K
|
+$12.9K
|
+243
|
+5%
|
|
|
120
|
Harbour Investments
Madison,
Wisconsin
|
$275K
|
–
|
–
|
–
|
|
|
121
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$259K
|
+$258K
|
+4,875
|
New
|
|
|
122
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
123
|
Perennial Investment Advisors
Los Angeles,
California
|
$236K
|
-$106K
|
-2,009
|
-31%
|
|
|
124
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$233K
|
+$8.74K
|
+165
|
+4%
|
|
|
125
|
|
$217K
|
–
|
–
|
–
|
|
