|
201
|
CreativeOne Wealth
Overland Park,
Kansas
|
$930K
|
-$759K
|
-16,866
|
-46%
|
|
|
202
|
Vise Technologies
New York
|
$919K
|
+$511K
|
+11,356
|
+138%
|
|
|
203
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$913K
|
+$55K
|
+1,223
|
+7%
|
|
|
204
|
AE Wealth Management
Topeka,
Kansas
|
$908K
|
+$163K
|
+3,615
|
+23%
|
|
|
205
|
World Investment Advisors
Santa Barbara,
California
|
$892K
|
-$315
|
-7
|
-0%
|
|
|
206
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$891K
|
-$47.5K
|
-1,055
|
-5%
|
|
|
207
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$882K
|
-$110K
|
-2,436
|
-11%
|
|
|
208
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$866K
|
-$45.8K
|
-1,019
|
-5%
|
|
|
209
|
Meridian Wealth Advisors
Austin,
Texas
|
$855K
|
+$44.8K
|
+996
|
+6%
|
|
|
210
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$849K
|
+$829K
|
+18,423
|
New
|
|
|
211
|
Berkeley Inc
Boise,
Idaho
|
$836K
|
–
|
–
|
–
|
|
|
212
|
Creative Planning
Overland Park,
Kansas
|
$819K
|
-$101K
|
-2,253
|
-11%
|
|
|
213
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$818K
|
-$3.37K
|
-75
|
-0.4%
|
|
|
214
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$815K
|
+$15.3K
|
+341
|
+2%
|
|
|
215
|
Meridian Wealth Management
Lexington,
Kentucky
|
$812K
|
-$72K
|
-1,600
|
-8%
|
|
|
216
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$812K
|
-$85.1K
|
-1,892
|
-10%
|
|
|
217
|
Redwood Financial Network
Solon,
Ohio
|
$809K
|
+$230K
|
+5,112
|
+42%
|
|
|
218
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$805K
|
–
|
–
|
–
|
|
|
219
|
71 West Capital Partners
Boston,
Massachusetts
|
$799K
|
–
|
–
|
–
|
|
|
220
|
ProVise Management Group
Clearwater,
Florida
|
$781K
|
+$18.4K
|
+408
|
+3%
|
|
|
221
|
Davenport & Co
Richmond,
Virginia
|
$772K
|
+$28.7K
|
+637
|
+4%
|
|
|
222
|
Choate Investment Advisors
Boston,
Massachusetts
|
$762K
|
-$262K
|
-5,814
|
-26%
|
|
|
223
|
Parallel Advisors
San Francisco,
California
|
$757K
|
+$163K
|
+3,619
|
+29%
|
|
|
224
|
Detalus Advisors
St. Louis,
Missouri
|
$748K
|
-$4.36K
|
-97
|
-0.6%
|
|
|
225
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$746K
|
-$111K
|
-2,463
|
-13%
|
|
