|
101
|
|
$533K
|
+$520K
|
+13,399
|
New
|
|
|
102
|
Ascension Capital Advisors
Houston,
Texas
|
$521K
|
+$509K
|
+13,115
|
New
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$514K
|
+$20.8K
|
+536
|
+4%
|
|
|
104
|
Atria Investments
Charlotte,
North Carolina
|
$510K
|
+$45.2K
|
+1,163
|
+10%
|
|
|
105
|
Tudor Investment Corp
Stamford,
Connecticut
|
$506K
|
+$494K
|
+12,732
|
New
|
|
|
106
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$503K
|
+$510K
|
+13,142
|
New
|
|
|
107
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$503K
|
+$491K
|
+12,642
|
New
|
|
|
108
|
Rockefeller Capital Management
New York
|
$502K
|
+$42.2K
|
+1,088
|
+9%
|
|
|
109
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$498K
|
+$44.7K
|
+1,150
|
+10%
|
|
|
110
|
Boltwood Capital Management
Walnut Creek,
California
|
$494K
|
+$1.17K
|
+30
|
+0.2%
|
|
|
111
|
Corient Private Wealth
Miami,
Florida
|
$489K
|
+$478K
|
+12,310
|
New
|
|
|
112
|
Mercer Global Advisors
Denver,
Colorado
|
$473K
|
+$236K
|
+6,072
|
+104%
|
|
|
113
|
Focus Partners Wealth
Boston,
Massachusetts
|
$455K
|
-$1.05M
|
-27,047
|
-70%
|
|
|
114
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$454K
|
–
|
–
|
–
|
|
|
115
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$422K
|
-$2.14K
|
-55
|
-0.5%
|
|
|
116
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$422K
|
-$15.2K
|
-392
|
-4%
|
|
|
117
|
Auour Investments
Woburn,
Massachusetts
|
$413K
|
+$154K
|
+3,969
|
+62%
|
|
|
118
|
Western Wealth Management
Golden,
Colorado
|
$408K
|
-$8.78K
|
-226
|
-2%
|
|
|
119
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$398K
|
-$697K
|
-17,951
|
-64%
|
|
|
120
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$380K
|
–
|
–
|
–
|
|
|
121
|
Essential Partners
Rancho Santa Fe,
California
|
$372K
|
+$2.99K
|
+77
|
+0.8%
|
|
|
122
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$369K
|
–
|
–
|
–
|
|
|
123
|
Choreo LLC
Rockford,
Illinois
|
$358K
|
+$155
|
+4
|
+0%
|
|
|
124
|
Koshinski Asset Management
Decatur,
Illinois
|
$355K
|
+$10.5K
|
+271
|
+3%
|
|
|
125
|
BOS Asset Management
Springfield,
Illinois
|
$349K
|
–
|
–
|
–
|
|
