|
101
|
Kestra Advisory Services
Austin,
Texas
|
$1.39M
|
+$407K
|
+15,444
|
+39%
|
|
|
102
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.37M
|
+$128K
|
+4,870
|
+10%
|
|
|
103
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.36M
|
+$3.22K
|
+122
|
+0.2%
|
|
|
104
|
Truist Financial
Charlotte,
North Carolina
|
$1.27M
|
+$162K
|
+6,157
|
+14%
|
|
|
105
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.22M
|
+$138K
|
+5,228
|
+12%
|
|
|
106
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.2M
|
-$1.63M
|
-61,925
|
-57%
|
|
|
107
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.15M
|
+$204K
|
+7,718
|
+20%
|
|
|
108
|
Collective Family Office
York,
Pennsylvania
|
$1.15M
|
+$312K
|
+11,841
|
+35%
|
|
|
109
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.12M
|
+$116K
|
+4,380
|
+11%
|
|
|
110
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.11M
|
+$294K
|
+11,130
|
+34%
|
|
|
111
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.1M
|
-$276K
|
-10,461
|
-19%
|
|
|
112
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.06M
|
-$2.93K
|
-111
|
-0.3%
|
|
|
113
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.03M
|
+$615K
|
+23,325
|
+134%
|
|
|
114
|
|
$1.01M
|
+$208K
|
+7,899
|
+25%
|
|
|
115
|
Schubert & Co
Mckinney,
Texas
|
$985K
|
+$13.6K
|
+514
|
+1%
|
|
|
116
|
Meritas Wealth Management
Larkspur,
California
|
$983K
|
+$1.5K
|
+57
|
+0.1%
|
|
|
117
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$977K
|
+$39.4K
|
+1,493
|
+4%
|
|
|
118
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$972K
|
-$15.2K
|
-576
|
-1%
|
|
|
119
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$964K
|
+$181K
|
+6,843
|
+22%
|
|
|
120
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$958K
|
–
|
–
|
–
|
|
|
121
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$946K
|
+$128K
|
+4,851
|
+15%
|
|
|
122
|
Tortoise Investment Management
White Plains,
New York
|
$888K
|
+$34K
|
+1,288
|
+4%
|
|
|
123
|
Mendota Financial Group
Madison,
Wisconsin
|
$877K
|
+$416K
|
+15,765
|
+84%
|
|
|
124
|
Fermata Advisors
Sonoma,
California
|
$876K
|
+$185K
|
+7,005
|
+25%
|
|
|
125
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$868K
|
+$53.5K
|
+2,028
|
+6%
|
|
