|
101
|
Truist Financial
Charlotte,
North Carolina
|
$5.54M
|
+$78.9K
|
+1,799
|
+1%
|
|
|
102
|
RS Crum Inc
Newport Beach,
California
|
$5.5M
|
-$120K
|
-2,730
|
-2%
|
|
|
103
|
Mason Investment Advisory Services
Reston,
Virginia
|
$5.47M
|
-$188K
|
-4,285
|
-3%
|
|
|
104
|
Regions Financial Corp
Birmingham,
Alabama
|
$5.47M
|
-$127K
|
-2,890
|
-2%
|
|
|
105
|
Passive Capital Management
Baltimore,
Maryland
|
$5.3M
|
+$5.77M
|
+131,679
|
New
|
|
|
106
|
1900 Wealth Management
San Antonio,
Texas
|
$5.05M
|
-$223K
|
-5,095
|
-4%
|
|
|
107
|
RFG Advisory
Birmingham,
Alabama
|
$4.97M
|
+$332K
|
+7,577
|
+7%
|
|
|
108
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.85M
|
+$625K
|
+14,256
|
+13%
|
|
|
109
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.72M
|
–
|
–
|
–
|
|
|
110
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.54M
|
+$12.9K
|
+295
|
+0.3%
|
|
|
111
|
Gradient Capital Advisors
San Diego,
California
|
$4.5M
|
+$582K
|
+13,268
|
+13%
|
|
|
112
|
Equitable Holdings
New York
|
$4.49M
|
+$1.37M
|
+31,242
|
+39%
|
|
|
113
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.41M
|
+$2.71M
|
+61,846
|
+129%
|
|
|
114
|
Rise Advisors
Rochester,
New York
|
$4.37M
|
+$97.3K
|
+2,219
|
+2%
|
|
|
115
|
Sandy Spring Bank
Olney,
Maryland
|
$4.33M
|
+$4.72M
|
+107,537
|
New
|
|
|
116
|
BetterWealth
San Jose,
California
|
$4.25M
|
+$4.64M
|
+105,707
|
New
|
|
|
117
|
Schoolcraft Capital
Boulder,
Colorado
|
$4.2M
|
+$111K
|
+2,537
|
+2%
|
|
|
118
|
Gibson Capital
Wexford,
Pennsylvania
|
$4.18M
|
-$55.5K
|
-1,265
|
-1%
|
|
|
119
|
Kestra Advisory Services
Austin,
Texas
|
$4.06M
|
+$767K
|
+17,483
|
+21%
|
|
|
120
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.02M
|
-$5.48K
|
-125
|
-0.1%
|
|
|
121
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.98M
|
+$514K
|
+11,726
|
+13%
|
|
|
122
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.82M
|
-$33.5K
|
-765
|
-0.8%
|
|
|
123
|
Shearwater Capital
Denver,
Colorado
|
$3.73M
|
-$273K
|
-6,223
|
-6%
|
|
|
124
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.67M
|
+$564K
|
+12,851
|
+16%
|
|
|
125
|
United Capital Financial Advisors
Irving,
Texas
|
$3.66M
|
+$60.4K
|
+1,378
|
+2%
|
|
