|
101
|
Stifel Financial
St. Louis,
Missouri
|
$559K
|
+$132K
|
+5,650
|
+36%
|
|
|
102
|
WorthPointe
La Jolla,
California
|
$537K
|
+$217K
|
+9,274
|
+81%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$533K
|
+$41.7K
|
+1,780
|
+10%
|
|
|
104
|
Mattern Wealth Management
Lawrence,
Kansas
|
$526K
|
+$21.1K
|
+899
|
+5%
|
|
|
105
|
True Wealth Design
Akron,
Ohio
|
$522K
|
-$17.8K
|
-758
|
-4%
|
|
|
106
|
Trust Company of the South
Greensboro,
North Carolina
|
$509K
|
+$459K
|
+19,598
|
New
|
|
|
107
|
Cypress Point Wealth Management
Dallas,
Texas
|
$501K
|
+$28.8K
|
+1,230
|
+7%
|
|
|
108
|
Claris Advisors
St. Louis,
Missouri
|
$460K
|
+$415K
|
+17,690
|
New
|
|
|
109
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$459K
|
+$414K
|
+17,660
|
New
|
|
|
110
|
LJI Wealth Management
Indianapolis,
Indiana
|
$459K
|
+$414K
|
+17,648
|
New
|
|
|
111
|
Renaissance Technologies
New York
|
$457K
|
+$413K
|
+17,600
|
New
|
|
|
112
|
Collective Family Office
York,
Pennsylvania
|
$439K
|
-$153K
|
-6,533
|
-28%
|
|
|
113
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$425K
|
-$11.8K
|
-504
|
-3%
|
|
|
114
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$425K
|
-$11.8K
|
-504
|
-3%
|
|
|
115
|
Visionary Horizons
Knoxville,
Tennessee
|
$421K
|
+$380K
|
+16,220
|
New
|
|
|
116
|
KM Capital Management
Austin,
Texas
|
$408K
|
+$368K
|
+15,688
|
New
|
|
|
117
|
Granite Harbor Advisors
Houston,
Texas
|
$398K
|
+$86.4K
|
+3,685
|
+32%
|
|
|
118
|
Northwest Wealth Management
Spencer,
Iowa
|
$387K
|
+$349K
|
+14,881
|
New
|
|
|
119
|
Seaside Wealth Management
Carlsbad,
California
|
$362K
|
+$327K
|
+13,942
|
New
|
|
|
120
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$354K
|
+$152K
|
+6,495
|
+91%
|
|
|
121
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$349K
|
+$315K
|
+13,428
|
New
|
|
|
122
|
NWAM LLC
Mercer Island,
Washington
|
$333K
|
+$24K
|
+1,024
|
+9%
|
|
|
123
|
M Holdings Securities
Portland,
Oregon
|
$323K
|
+$291K
|
+12,429
|
New
|
|
|
124
|
Investmark Advisory Group
Shelton,
Connecticut
|
$313K
|
+$283K
|
+12,052
|
New
|
|
|
125
|
Ruedi Wealth Management
Champaign,
Illinois
|
$306K
|
+$75.1K
|
+3,202
|
+37%
|
|
