|
101
|
Truist Financial
Charlotte,
North Carolina
|
$1.96M
|
-$36.3K
|
-1,639
|
-2%
|
|
|
102
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.94M
|
+$110K
|
+4,965
|
+6%
|
|
|
103
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.82M
|
+$506K
|
+22,823
|
+38%
|
|
|
104
|
MML Investors Services
Springfield,
Massachusetts
|
$1.82M
|
+$369K
|
+16,630
|
+25%
|
|
|
105
|
Foundry Financial Group
Laconia,
New Hampshire
|
$1.7M
|
+$16.8K
|
+756
|
+1%
|
|
|
106
|
KFG Wealth Management
Granger,
Indiana
|
$1.48M
|
+$37.6K
|
+1,696
|
+3%
|
|
|
107
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$1.48M
|
+$294K
|
+13,277
|
+25%
|
|
|
108
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.48M
|
+$971K
|
+43,788
|
+191%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$1.47M
|
+$610K
|
+27,491
|
+70%
|
|
|
110
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.42M
|
+$293K
|
+13,233
|
+26%
|
|
|
111
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
-$423K
|
-19,058
|
-23%
|
|
|
112
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
-$1.11M
|
-49,976
|
-45%
|
|
|
113
|
PFG Advisors
Phoenix,
Arizona
|
$1.33M
|
+$1.33M
|
+60,134
|
New
|
|
|
114
|
SummitPoint Capital Management
Littleton,
Colorado
|
$1.3M
|
-$452K
|
-20,381
|
-26%
|
|
|
115
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.29M
|
-$22.7K
|
-1,022
|
-2%
|
|
|
116
|
|
$1.27M
|
+$156K
|
+7,037
|
+14%
|
|
|
117
|
MGO One Seven
Beachwood,
Ohio
|
$1.21M
|
+$200K
|
+9,022
|
+20%
|
|
|
118
|
Great Diamond Partners
Portland,
Maine
|
$1.16M
|
+$356K
|
+16,045
|
+44%
|
|
|
119
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.16M
|
+$1.16M
|
+52,397
|
New
|
|
|
120
|
|
$1.15M
|
-$200K
|
-9,000
|
-15%
|
|
|
121
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$25.4K
|
+1,144
|
+2%
|
|
|
123
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.06M
|
+$1.06M
|
+47,960
|
New
|
|
|
124
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
125
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$987K
|
+$401K
|
+18,097
|
+68%
|
|
