|
176
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.05M
|
-$245K
|
-8,664
|
-19%
|
|
|
177
|
G2 Capital Management
Columbus,
Ohio
|
$996K
|
-$31K
|
-1,098
|
-3%
|
|
|
178
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$971K
|
+$124K
|
+4,402
|
+15%
|
|
|
179
|
|
$956K
|
+$271K
|
+9,596
|
+41%
|
|
|
180
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$952K
|
+$294K
|
+10,409
|
+46%
|
|
|
181
|
Truist Financial
Charlotte,
North Carolina
|
$949K
|
+$932K
|
+32,970
|
New
|
|
|
182
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$946K
|
+$113
|
+4
|
+0%
|
|
|
183
|
Parsons Capital Management
Providence,
Rhode Island
|
$926K
|
+$127K
|
+4,483
|
+16%
|
|
|
184
|
Kestra Advisory Services
Austin,
Texas
|
$906K
|
+$171K
|
+6,043
|
+24%
|
|
|
185
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$881K
|
-$34.8K
|
-1,230
|
-4%
|
|
|
186
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$881K
|
+$2.4K
|
+85
|
+0.3%
|
|
|
187
|
Evanson Asset Management
Carmel,
California
|
$874K
|
+$190K
|
+6,733
|
+28%
|
|
|
188
|
Root Financial Partners
Encinitas,
California
|
$846K
|
+$832K
|
+29,417
|
New
|
|
|
189
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$834K
|
+$819K
|
+28,974
|
New
|
|
|
190
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$823K
|
+$242K
|
+8,550
|
+43%
|
|
|
191
|
Rockbridge Investment Management
Syracuse,
New York
|
$816K
|
+$38.4K
|
+1,359
|
+5%
|
|
|
192
|
American Investment Services
Great Barrington,
Massachusetts
|
$814K
|
–
|
–
|
–
|
|
|
193
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$803K
|
-$14.8K
|
-524
|
-2%
|
|
|
194
|
Citadel Advisors
Miami,
Florida
|
$803K
|
+$789K
|
+27,900
|
New
|
|
|
195
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$791K
|
+$777K
|
+27,482
|
New
|
|
|
196
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$781K
|
+$152K
|
+5,373
|
+25%
|
|
|
197
|
Total Wealth Planning
Cincinnati,
Ohio
|
$689K
|
+$1.41K
|
+50
|
+0.2%
|
|
|
198
|
Cardiff Park Advisors
Carlsbad,
California
|
$683K
|
+$57
|
+2
|
+0%
|
|
|
199
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$681K
|
+$669K
|
+23,665
|
New
|
|
|
200
|
Yoder Wealth Management
Walnut Creek,
California
|
$669K
|
+$657K
|
+23,245
|
New
|
|
