|
101
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$955K
|
+$19.9K
|
+750
|
+2%
|
|
|
102
|
Blue Trust Inc
Alpharetta,
Georgia
|
$950K
|
–
|
–
|
–
|
|
|
103
|
Atria Investments
Charlotte,
North Carolina
|
$944K
|
-$396K
|
-14,905
|
-29%
|
|
|
104
|
RCS Financial Planning
Annapolis,
Maryland
|
$907K
|
-$1.2M
|
-45,332
|
-57%
|
|
|
105
|
Two West Capital Advisors
Overland Park,
Kansas
|
$894K
|
+$901K
|
+33,950
|
New
|
|
|
106
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$870K
|
+$878K
|
+33,072
|
New
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$839K
|
+$188K
|
+7,069
|
+28%
|
|
|
108
|
Wealthspan Partners
Davenport,
Iowa
|
$836K
|
+$146K
|
+5,494
|
+21%
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$798K
|
+$126K
|
+4,760
|
+19%
|
|
|
110
|
Mattern Wealth Management
Lawrence,
Kansas
|
$791K
|
+$580K
|
+21,839
|
+266%
|
|
|
111
|
Investmark Advisory Group
Shelton,
Connecticut
|
$750K
|
+$3.82K
|
+144
|
+0.5%
|
|
|
112
|
Andrews Lucia Wealth Management
Danville,
California
|
$737K
|
–
|
–
|
–
|
|
|
113
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$708K
|
+$92.8K
|
+3,494
|
+15%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$698K
|
+$224K
|
+8,452
|
+47%
|
|
|
115
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$672K
|
+$677K
|
+25,516
|
New
|
|
|
116
|
SageView Advisory Group
Newport Beach,
California
|
$647K
|
-$133
|
-5
|
-0%
|
|
|
117
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$634K
|
+$15.5K
|
+583
|
+2%
|
|
|
118
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$596K
|
+$104K
|
+3,914
|
+21%
|
|
|
119
|
|
$588K
|
-$1.16M
|
-43,559
|
-66%
|
|
|
120
|
Angeles Wealth Management
Santa Monica,
California
|
$556K
|
+$93.9K
|
+3,535
|
+20%
|
|
|
121
|
Cardiff Park Advisors
Carlsbad,
California
|
$547K
|
+$850
|
+32
|
+0.2%
|
|
|
122
|
Caprock Group
Boise,
Idaho
|
$532K
|
–
|
–
|
–
|
|
|
123
|
Dopkins Wealth Management
Williamsville,
New York
|
$527K
|
+$1.57K
|
+59
|
+0.3%
|
|
|
124
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$471K
|
–
|
–
|
–
|
|
|
125
|
UBS Group
Zurich,
Switzerland
|
$402K
|
+$7.73K
|
+291
|
+2%
|
|
