|
101
|
Perigon Wealth Management
San Francisco,
California
|
$1.25M
|
-$631K
|
-24,721
|
-34%
|
|
|
102
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.23M
|
+$343K
|
+13,446
|
+39%
|
|
|
103
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$1.21M
|
-$30.7K
|
-1,202
|
-2%
|
|
|
104
|
Advisor OS
Chicago,
Illinois
|
$1.2M
|
+$344K
|
+13,468
|
+40%
|
|
|
105
|
HighTower Advisors
Chicago,
Illinois
|
$1.18M
|
+$1.18M
|
+46,266
|
New
|
|
|
106
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.18M
|
-$9.8K
|
-384
|
-0.8%
|
|
|
107
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.13M
|
+$155K
|
+6,068
|
+16%
|
|
|
108
|
Hartline Investment Corp
Winnetka,
Illinois
|
$1.13M
|
+$1.13M
|
+44,100
|
New
|
|
|
109
|
KeyBank National Association
Cleveland,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
110
|
PFG Advisors
Phoenix,
Arizona
|
$1.05M
|
+$297K
|
+11,640
|
+40%
|
|
|
111
|
Western Wealth Management
Golden,
Colorado
|
$1.05M
|
+$16.1K
|
+630
|
+2%
|
|
|
112
|
Hilltop Holdings
Dallas,
Texas
|
$1.04M
|
-$17.9K
|
-703
|
-2%
|
|
|
113
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.02M
|
+$807K
|
+31,647
|
+375%
|
|
|
114
|
TownSquare Capital
Provo,
Utah
|
$1.02M
|
+$3.93K
|
+154
|
+0.4%
|
|
|
115
|
Atria Wealth Solutions
New York
|
$1.01M
|
+$272K
|
+10,646
|
+37%
|
|
|
116
|
Freedom Investment Management
Hartford,
Connecticut
|
$997K
|
-$969K
|
-37,978
|
-49%
|
|
|
117
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$983K
|
-$198K
|
-7,775
|
-17%
|
|
|
118
|
Jones Financial Companies
Des Peres,
Missouri
|
$961K
|
+$355K
|
+13,907
|
+59%
|
|
|
119
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$938K
|
-$5.94K
|
-233
|
-0.6%
|
|
|
120
|
NewEdge Advisors
New Orleans,
Louisiana
|
$922K
|
-$592K
|
-23,191
|
-39%
|
|
|
121
|
|
$870K
|
-$1.02M
|
-40,042
|
-54%
|
|
|
122
|
World Investment Advisors
Santa Barbara,
California
|
$867K
|
+$866K
|
+33,945
|
New
|
|
|
123
|
Wealthspire Advisors (New York)
New York
|
$865K
|
-$1.12M
|
-43,750
|
-56%
|
|
|
124
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$858K
|
+$102
|
+4
|
+0%
|
|
|
125
|
MGO One Seven
Beachwood,
Ohio
|
$853K
|
-$237K
|
-9,276
|
-22%
|
|
