|
101
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$894K
|
+$881K
|
+35,786
|
New
|
|
|
102
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$880K
|
+$135K
|
+5,470
|
+18%
|
|
|
103
|
Colorado Capital Management
Boulder,
Colorado
|
$856K
|
+$843K
|
+34,238
|
New
|
|
|
104
|
True Wealth Design
Akron,
Ohio
|
$856K
|
+$296K
|
+12,029
|
+54%
|
|
|
105
|
Stifel Financial
St. Louis,
Missouri
|
$826K
|
+$49.3K
|
+2,003
|
+6%
|
|
|
106
|
Northwest Wealth Management
Spencer,
Iowa
|
$811K
|
+$57.7K
|
+2,344
|
+8%
|
|
|
107
|
Mattern Wealth Management
Lawrence,
Kansas
|
$780K
|
+$184K
|
+7,493
|
+32%
|
|
|
108
|
Trust Company of the South
Greensboro,
North Carolina
|
$778K
|
+$36.9K
|
+1,500
|
+5%
|
|
|
109
|
Abacus Wealth Partners
Santa Monica,
California
|
$776K
|
+$302K
|
+12,258
|
+65%
|
|
|
110
|
Visionary Horizons
Knoxville,
Tennessee
|
$746K
|
+$247K
|
+10,045
|
+51%
|
|
|
111
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$697K
|
+$345K
|
+14,004
|
+101%
|
|
|
112
|
Modera Wealth Management
Westwood,
New Jersey
|
$663K
|
-$60.1K
|
-2,442
|
-8%
|
|
|
113
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$659K
|
+$25
|
+1
|
+0%
|
|
|
114
|
LJI Wealth Management
Indianapolis,
Indiana
|
$649K
|
+$75.4K
|
+3,063
|
+13%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$642K
|
+$369K
|
+14,999
|
+138%
|
|
|
116
|
Claris Advisors
St. Louis,
Missouri
|
$628K
|
+$79.4K
|
+3,228
|
+15%
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
$599K
|
+$95.9K
|
+3,895
|
+19%
|
|
|
118
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$558K
|
+$91.3K
|
+3,709
|
+20%
|
|
|
119
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$558K
|
+$91.3K
|
+3,709
|
+20%
|
|
|
120
|
WorthPointe
La Jolla,
California
|
$524K
|
–
|
–
|
–
|
|
|
121
|
Seaside Wealth Management
Carlsbad,
California
|
$520K
|
+$168K
|
+6,831
|
+49%
|
|
|
122
|
Renaissance Technologies
New York
|
$515K
|
-$1.07M
|
-43,300
|
-68%
|
|
|
123
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$504K
|
+$19.1K
|
+777
|
+4%
|
|
|
124
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$503K
|
+$275K
|
+11,155
|
+125%
|
|
|
125
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$486K
|
+$41.3K
|
+1,677
|
+9%
|
|
