|
126
|
Matrix Trust Company
Denver,
Colorado
|
$1.08M
|
+$516K
|
+16,443
|
+80%
|
|
|
127
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.07M
|
+$640K
|
+20,405
|
+126%
|
|
|
128
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.06M
|
+$112K
|
+3,583
|
+11%
|
|
|
129
|
SK Wealth Management
Providence,
Rhode Island
|
$1.06M
|
-$19.9K
|
-635
|
-2%
|
|
|
130
|
Advisors Preferred
Rockville,
Maryland
|
$1.03M
|
+$1.08M
|
+34,571
|
New
|
|
|
131
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.02M
|
+$1.09M
|
+34,708
|
New
|
|
|
132
|
HM Payson & Co
Portland,
Maine
|
$1.01M
|
–
|
–
|
–
|
|
|
133
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.01M
|
+$62.7K
|
+1,998
|
+6%
|
|
|
134
|
Rockefeller Capital Management
New York
|
$946K
|
+$1.01M
|
+32,238
|
New
|
|
|
135
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$881K
|
+$84.7K
|
+2,702
|
+10%
|
|
|
136
|
Global Retirement Partners
San Rafael,
California
|
$862K
|
+$922K
|
+29,388
|
New
|
|
|
137
|
4J Wealth Management
Alexandria,
Virginia
|
$840K
|
+$528K
|
+16,850
|
+143%
|
|
|
138
|
Merit Financial Group
Alpharetta,
Georgia
|
$827K
|
-$1.92M
|
-61,330
|
-69%
|
|
|
139
|
Kestra Private Wealth Services
Austin,
Texas
|
$814K
|
+$870K
|
+27,755
|
New
|
|
|
140
|
Corient Private Wealth
Miami,
Florida
|
$787K
|
-$110K
|
-3,511
|
-12%
|
|
|
141
|
Financial Management Network
Mission Viejo,
California
|
$769K
|
+$299K
|
+9,535
|
+65%
|
|
|
142
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$765K
|
–
|
–
|
–
|
|
|
143
|
Concurrent Investment Advisors
Tampa,
Florida
|
$755K
|
-$6.74M
|
-214,981
|
-89%
|
|
|
144
|
CreativeOne Wealth
Overland Park,
Kansas
|
$754K
|
+$200K
|
+6,372
|
+33%
|
|
|
145
|
MGO One Seven
Beachwood,
Ohio
|
$753K
|
+$540K
|
+17,235
|
+204%
|
|
|
146
|
Richmond Investment Services
Mequon,
Wisconsin
|
$751K
|
-$864K
|
-27,553
|
-52%
|
|
|
147
|
OneAscent Family Office
Birmingham,
Alabama
|
$724K
|
-$56.6K
|
-1,804
|
-7%
|
|
|
148
|
Financial Network Wealth Advisors
Murray,
Utah
|
$712K
|
+$249K
|
+7,950
|
+49%
|
|
|
149
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$685K
|
+$251K
|
+7,992
|
+48%
|
|
|
150
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$648K
|
+$692K
|
+22,079
|
New
|
|
