|
101
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$829K
|
+$191K
|
+8,592
|
+30%
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$697K
|
+$2.36K
|
+106
|
+0.3%
|
|
|
103
|
RFP Financial Group
Atlanta,
Georgia
|
$664K
|
+$66K
|
+2,970
|
+11%
|
|
|
104
|
FullCircle Wealth
Dallas,
Texas
|
$646K
|
–
|
–
|
–
|
|
|
105
|
Duncker Streett & Co
St. Louis,
Missouri
|
$600K
|
–
|
–
|
–
|
|
|
106
|
Coldstream Capital Management
Bellevue,
Washington
|
$569K
|
–
|
–
|
–
|
|
|
107
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$541K
|
–
|
–
|
–
|
|
|
108
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$527K
|
+$5.2K
|
+234
|
+1%
|
|
|
109
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$513K
|
-$7.18K
|
-323
|
-1%
|
|
|
110
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$512K
|
+$1.65K
|
+74
|
+0.3%
|
|
|
111
|
Straight Path Wealth Management
Jenison,
Michigan
|
$498K
|
+$28.1K
|
+1,266
|
+6%
|
|
|
112
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$493K
|
+$64.4K
|
+2,896
|
+15%
|
|
|
113
|
Belpointe Asset Management
Reno,
Nevada
|
$483K
|
+$480K
|
+21,610
|
New
|
|
|
114
|
Barrett & Company
Providence,
Rhode Island
|
$481K
|
+$45.3K
|
+2,038
|
+10%
|
|
|
115
|
|
$471K
|
-$2.07K
|
-93
|
-0.4%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$468K
|
–
|
–
|
–
|
|
|
117
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$463K
|
+$14K
|
+628
|
+3%
|
|
|
118
|
Principal Securities
Des Moines,
Iowa
|
$423K
|
+$122K
|
+5,501
|
+41%
|
|
|
119
|
MAI Capital Management
Independence,
Ohio
|
$415K
|
+$4.09K
|
+184
|
+1%
|
|
|
120
|
Tableaux
Stockbridge,
Massachusetts
|
$406K
|
+$118K
|
+5,294
|
+41%
|
|
|
121
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
122
|
Kestra Investment Management
Austin,
Texas
|
$389K
|
-$304K
|
-13,681
|
-44%
|
|
|
123
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$383K
|
+$23.3K
|
+1,046
|
+7%
|
|
|
124
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$380K
|
+$1.45K
|
+65
|
+0.4%
|
|
|
125
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$368K
|
+$132K
|
+5,929
|
+56%
|
|
