|
76
|
Foster Group
West Des Moines,
Iowa
|
$764K
|
–
|
–
|
–
|
|
|
77
|
Beacon Pointe Advisors
Newport Beach,
California
|
$730K
|
+$728K
|
+17,289
|
New
|
|
|
78
|
Curio Wealth
Annapolis,
Maryland
|
$725K
|
-$18.2K
|
-433
|
-2%
|
|
|
79
|
LPL Financial
San Diego,
California
|
$723K
|
+$64.2K
|
+1,526
|
+10%
|
|
|
80
|
Visionary Horizons
Knoxville,
Tennessee
|
$643K
|
+$22.9K
|
+545
|
+4%
|
|
|
81
|
|
$643K
|
-$243K
|
-5,781
|
-28%
|
|
|
82
|
Applied Capital
Little Rock,
Arkansas
|
$643K
|
–
|
–
|
–
|
|
|
83
|
Root Financial Partners
Encinitas,
California
|
$620K
|
+$155K
|
+3,694
|
+34%
|
|
|
84
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$601K
|
+$3.03K
|
+72
|
+0.5%
|
|
|
85
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$590K
|
-$255K
|
-6,048
|
-30%
|
|
|
86
|
Modera Wealth Management
Westwood,
New Jersey
|
$542K
|
–
|
–
|
–
|
|
|
87
|
Aspire Private Capital
Cornelius,
North Carolina
|
$523K
|
+$9.6K
|
+228
|
+2%
|
|
|
88
|
City State Bank
Norwalk,
Iowa
|
$513K
|
+$248K
|
+5,900
|
+94%
|
|
|
89
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$506K
|
+$504K
|
+11,980
|
New
|
|
|
90
|
HFG Wealth Management
The Woodlands,
Texas
|
$450K
|
-$11.2K
|
-267
|
-2%
|
|
|
91
|
Note Advisors
Buffalo,
New York
|
$435K
|
+$2.31K
|
+55
|
+0.5%
|
|
|
92
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$421K
|
+$23.7K
|
+564
|
+6%
|
|
|
93
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$405K
|
-$430K
|
-10,211
|
-52%
|
|
|
94
|
Truist Financial
Charlotte,
North Carolina
|
$396K
|
+$100K
|
+2,375
|
+34%
|
|
|
95
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$394K
|
+$153K
|
+3,628
|
+64%
|
|
|
96
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$392K
|
-$17.4K
|
-414
|
-4%
|
|
|
97
|
Farther Finance Advisors
San Francisco,
California
|
$380K
|
+$248K
|
+5,897
|
+190%
|
|
|
98
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$380K
|
-$26K
|
-618
|
-6%
|
|
|
99
|
MB Generational Wealth
Spokane,
Washington
|
$361K
|
+$360K
|
+8,546
|
New
|
|
|
100
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$350K
|
+$22.9K
|
+543
|
+7%
|
|
