|
101
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.5M
|
+$29.5K
|
+497
|
+2%
|
|
|
102
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.45M
|
-$25.4K
|
-429
|
-2%
|
|
|
103
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.44M
|
+$74.8K
|
+1,262
|
+5%
|
|
|
104
|
World Equity Group
Schaumburg,
Illinois
|
$1.44M
|
+$1.46M
|
+24,668
|
New
|
|
|
105
|
Community Bank
Dewitt,
New York
|
$1.4M
|
+$650K
|
+10,965
|
+83%
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$1.39M
|
-$134K
|
-2,262
|
-9%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$1.38M
|
+$113K
|
+1,901
|
+9%
|
|
|
108
|
First Bank & Trust
Brookings,
South Dakota
|
$1.27M
|
–
|
–
|
–
|
|
|
109
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.21M
|
+$323K
|
+5,449
|
+35%
|
|
|
110
|
Prudential plc
London, England,
United Kingdom
|
$1.2M
|
-$59.9K
|
-1,010
|
-5%
|
|
|
111
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.16M
|
–
|
–
|
–
|
|
|
112
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$1.16M
|
+$1.19K
|
+20
|
New
|
|
|
113
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.15M
|
-$533
|
-9
|
-0%
|
|
|
114
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.14M
|
+$199K
|
+3,356
|
+21%
|
|
|
115
|
M&T Bank
Buffalo,
New York
|
$1.14M
|
-$267K
|
-4,510
|
-19%
|
|
|
116
|
Avantax Advisory Services
Dallas,
Texas
|
$1.12M
|
+$146K
|
+2,460
|
+15%
|
|
|
117
|
Source Financial Advisors
New York
|
$1.08M
|
-$28K
|
-472
|
-2%
|
|
|
118
|
Fusion Family Wealth
Woodbury,
New York
|
$1.08M
|
+$1.1M
|
+18,498
|
New
|
|
|
119
|
Fiducient Advisors
Chicago,
Illinois
|
$1.06M
|
-$21K
|
-354
|
-2%
|
|
|
120
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.04M
|
+$1.06M
|
+17,848
|
New
|
|
|
121
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$961K
|
+$979K
|
+16,524
|
New
|
|
|
122
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$960K
|
+$91.4K
|
+1,542
|
+10%
|
|
|
123
|
NVWM LLC
Yardley,
Pennsylvania
|
$957K
|
+$975K
|
+16,441
|
New
|
|
|
124
|
Whittier Trust
South Pasadena,
California
|
$943K
|
+$27.6K
|
+465
|
+3%
|
|
|
125
|
Elevated Capital Advisors
Sandy,
Utah
|
$920K
|
+$938K
|
+15,818
|
New
|
|
