|
101
|
GeoWealth Management
Chicago,
Illinois
|
$539K
|
-$2.09M
|
-65,301
|
-79%
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$538K
|
+$5.16K
|
+161
|
+1%
|
|
|
103
|
Belpointe Asset Management
Reno,
Nevada
|
$529K
|
+$328K
|
+10,230
|
+161%
|
|
|
104
|
One Capital Management
Westlake Village,
California
|
$514K
|
-$33.4K
|
-1,042
|
-6%
|
|
|
105
|
Efficient Advisors
Mason,
Ohio
|
$514K
|
-$177K
|
-5,526
|
-26%
|
|
|
106
|
Ascent Group
Virginia Beach,
Virginia
|
$511K
|
-$49.4K
|
-1,542
|
-9%
|
|
|
107
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$487K
|
-$54.8K
|
-1,710
|
-10%
|
|
|
108
|
Global Financial Private Client
Sarasota,
Florida
|
$465K
|
+$15.1K
|
+470
|
+3%
|
|
|
109
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$454K
|
-$1.7K
|
-53
|
-0.4%
|
|
|
110
|
United Capital Financial Advisors
Irving,
Texas
|
$439K
|
–
|
–
|
–
|
|
|
111
|
Larson Financial Group
St Louis,
Missouri
|
$428K
|
-$96.3K
|
-3,006
|
-18%
|
|
|
112
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$425K
|
-$25.4K
|
-794
|
-6%
|
|
|
113
|
|
$407K
|
+$67.1K
|
+2,095
|
+20%
|
|
|
114
|
Seaside Wealth Management
Carlsbad,
California
|
$398K
|
–
|
–
|
–
|
|
|
115
|
Focus Partners Wealth
Boston,
Massachusetts
|
$390K
|
-$153K
|
-4,784
|
-28%
|
|
|
116
|
EP Wealth Advisors
Torrance,
California
|
$387K
|
–
|
–
|
–
|
|
|
117
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$369K
|
-$11.8K
|
-369
|
-3%
|
|
|
118
|
International Private Wealth Advisors
San Diego,
California
|
$363K
|
+$31.2K
|
+974
|
+9%
|
|
|
119
|
Lockerman Financial Group
Newport Beach,
California
|
$360K
|
+$360K
|
+11,250
|
New
|
|
|
120
|
Corient Private Wealth
Miami,
Florida
|
$350K
|
–
|
–
|
–
|
|
|
121
|
Key Financial Inc
West Chester,
Pennsylvania
|
$338K
|
–
|
–
|
–
|
|
|
122
|
|
$327K
|
-$9.96K
|
-311
|
-3%
|
|
|
123
|
Pitcairn
Conshohocken,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
124
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$324K
|
-$3.27K
|
-102
|
-1%
|
|
|
125
|
Landmark Wealth Management (New York)
Melville,
New York
|
$321K
|
-$32.4K
|
-1,012
|
-9%
|
|
