|
101
|
Strategic Advisors
New York
|
$419K
|
-$6.39K
|
-259
|
-2%
|
|
|
102
|
MAI Capital Management
Independence,
Ohio
|
$417K
|
+$282K
|
+11,439
|
+212%
|
|
|
103
|
CWA Asset Management Group
Naples,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
104
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$396K
|
+$395K
|
+15,999
|
New
|
|
|
105
|
CAP Partners LLC
Franklin,
Tennessee
|
$390K
|
-$3.56K
|
-144
|
-0.9%
|
|
|
106
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$389K
|
+$21.7K
|
+879
|
+6%
|
|
|
107
|
Farther Finance Advisors
San Francisco,
California
|
$388K
|
+$37.7K
|
+1,528
|
+11%
|
|
|
108
|
Bay Colony Advisors
Concord,
Massachusetts
|
$383K
|
+$20.2K
|
+817
|
+6%
|
|
|
109
|
Jacobs Equity
Draper,
Utah
|
$374K
|
+$373K
|
+15,092
|
New
|
|
|
110
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$357K
|
-$21.8K
|
-884
|
-6%
|
|
|
111
|
Harbour Investments
Madison,
Wisconsin
|
$353K
|
+$16K
|
+650
|
+5%
|
|
|
112
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$343K
|
+$342K
|
+13,854
|
New
|
|
|
113
|
Freedom Investment Management
Hartford,
Connecticut
|
$328K
|
-$1.06K
|
-43
|
-0.3%
|
|
|
114
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$321K
|
+$290K
|
+11,756
|
New
|
|
|
115
|
LJI Wealth Management
Indianapolis,
Indiana
|
$301K
|
–
|
–
|
–
|
|
|
116
|
TrueWealth Advisors
Birmingham,
Alabama
|
$299K
|
-$7.33K
|
-297
|
-2%
|
|
|
117
|
Fiduciary Trust
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
118
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$293K
|
–
|
–
|
–
|
|
|
119
|
Point72 Asset Management
Stamford,
Connecticut
|
$292K
|
+$292K
|
+11,806
|
New
|
|
|
120
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$291K
|
–
|
–
|
–
|
|
|
121
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$288K
|
-$12.1K
|
-489
|
-4%
|
|
|
122
|
Matthew Hamilton Rosenberg
|
$282K
|
–
|
–
|
–
|
|
|
123
|
|
$277K
|
-$2.85M
|
-115,382
|
-91%
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$264K
|
-$235K
|
-9,515
|
-47%
|
|
|
125
|
Meridian Wealth Management
Lexington,
Kentucky
|
$263K
|
+$99
|
+4
|
+0%
|
|
