|
101
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$1.71M
|
-$163K
|
-3,229
|
-9%
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$1.71M
|
+$224K
|
+4,428
|
+15%
|
|
|
103
|
Rockefeller Capital Management
New York
|
$1.71M
|
+$106K
|
+2,103
|
+7%
|
|
|
104
|
Oppenheimer & Co
New York
|
$1.68M
|
+$127K
|
+2,512
|
+8%
|
|
|
105
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.65M
|
-$910
|
-18
|
-0.1%
|
|
|
106
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.64M
|
+$50.5K
|
+1,000
|
+3%
|
|
|
107
|
Mercer Global Advisors
Denver,
Colorado
|
$1.6M
|
-$252K
|
-4,983
|
-14%
|
|
|
108
|
Snowden Capital Advisors
New York
|
$1.59M
|
+$238K
|
+4,701
|
+18%
|
|
|
109
|
Apeiron RIA
Dallas,
Texas
|
$1.55M
|
+$1.55M
|
+30,746
|
New
|
|
|
110
|
Atria Wealth Solutions
New York
|
$1.55M
|
-$374K
|
-7,411
|
-19%
|
|
|
111
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.41M
|
-$119K
|
-2,361
|
-8%
|
|
|
112
|
Sebold Capital Management
Lisle,
Illinois
|
$1.41M
|
+$1.4M
|
+27,801
|
New
|
|
|
113
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.37M
|
-$126K
|
-2,492
|
-8%
|
|
|
114
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.33M
|
-$225K
|
-4,460
|
-15%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.29M
|
-$164K
|
-3,250
|
-12%
|
|
|
116
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.22M
|
-$807K
|
-15,979
|
-40%
|
|
|
117
|
United Services Automobile Association
San Antonio,
Texas
|
$1.17M
|
-$119K
|
-2,363
|
-9%
|
|
|
118
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.17M
|
-$192K
|
-3,792
|
-14%
|
|
|
119
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.14M
|
+$1.14M
|
+22,608
|
New
|
|
|
120
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.13M
|
-$754K
|
-14,918
|
-40%
|
|
|
121
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.13M
|
-$352K
|
-6,968
|
-24%
|
|
|
122
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.13M
|
-$445K
|
-8,807
|
-28%
|
|
|
123
|
Orcam Financial Group
Encinitas,
California
|
$1.13M
|
+$1.13M
|
+22,273
|
New
|
|
|
124
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$1.12M
|
-$487K
|
-9,638
|
-30%
|
|
|
125
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.09M
|
-$85.9K
|
-1,700
|
-7%
|
|
