|
101
|
Legacy Private Trust
Neenah,
Wisconsin
|
$334K
|
–
|
–
|
–
|
|
|
102
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$306K
|
–
|
–
|
–
|
|
|
103
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$302K
|
+$294K
|
+6,213
|
New
|
|
|
104
|
Principal Securities
Des Moines,
Iowa
|
$288K
|
+$71.4K
|
+1,508
|
+34%
|
|
|
105
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$280K
|
-$295K
|
-6,226
|
-52%
|
|
|
106
|
Rovin Capital
Mesa,
Arizona
|
$277K
|
–
|
–
|
–
|
|
|
107
|
UBS Group
Zurich,
Switzerland
|
$274K
|
+$46.7K
|
+986
|
+21%
|
|
|
108
|
Independent Wealth Network
Urbandale,
Iowa
|
$271K
|
+$3.46K
|
+73
|
+1%
|
|
|
109
|
Concurrent Investment Advisors
Tampa,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
110
|
Chris Bulman
Roseville,
California
|
$270K
|
+$166K
|
+3,513
|
+171%
|
|
|
111
|
Anfield Capital Management
Irvine,
California
|
$270K
|
-$2.37K
|
-50
|
-0.9%
|
|
|
112
|
Prospera Financial Services
Dallas,
Texas
|
$269K
|
–
|
–
|
–
|
|
|
113
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$267K
|
–
|
–
|
–
|
|
|
114
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$265K
|
-$22.2K
|
-468
|
-8%
|
|
|
115
|
Atria Wealth Solutions
New York
|
$264K
|
-$259K
|
-5,468
|
-50%
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$259K
|
-$115K
|
-2,420
|
-31%
|
|
|
117
|
BCGM Wealth Management
Lafayette,
Indiana
|
$243K
|
–
|
–
|
–
|
|
|
118
|
Cresset Asset Management
Chicago,
Illinois
|
$234K
|
-$35.6K
|
-752
|
-13%
|
|
|
119
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$234K
|
+$228K
|
+4,809
|
New
|
|
|
120
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$234K
|
+$228K
|
+4,809
|
New
|
|
|
121
|
Clear Creek Financial Management
Silverdale,
Washington
|
$230K
|
-$17.8K
|
-375
|
-7%
|
|
|
122
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$224K
|
+$7.06K
|
+149
|
+3%
|
|
|
123
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$223K
|
-$2.18K
|
-46
|
-1%
|
|
|
124
|
NWF Advisory Services
Los Angeles,
California
|
$219K
|
-$33.9K
|
-716
|
-14%
|
|
|
125
|
Cypress Wealth Services
Palm Desert,
California
|
$219K
|
-$310K
|
-6,543
|
-59%
|
|
