|
126
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.72M
|
-$414K
|
-7,709
|
-20%
|
|
|
127
|
Summit Financial
Parsippany,
New Jersey
|
$1.69M
|
+$1.63M
|
+30,263
|
New
|
|
|
128
|
Kraft Asset Management
Nashville,
Tennessee
|
$1.65M
|
-$1.99K
|
-37
|
-0.1%
|
|
|
129
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.65M
|
+$103K
|
+1,925
|
+7%
|
|
|
130
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.6M
|
+$1.53M
|
+28,510
|
New
|
|
|
131
|
Gainplan
Bloomfield Hills,
Michigan
|
$1.55M
|
+$1.49M
|
+27,765
|
New
|
|
|
132
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$1.54M
|
+$1.48M
|
+27,504
|
New
|
|
|
133
|
United Capital Financial Advisors
Irving,
Texas
|
$1.51M
|
-$327K
|
-6,078
|
-18%
|
|
|
134
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$1.47M
|
+$1.42M
|
+26,341
|
New
|
|
|
135
|
|
$1.43M
|
+$1.09M
|
+20,234
|
+383%
|
|
|
136
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.42M
|
-$612K
|
-11,394
|
-31%
|
|
|
137
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.41M
|
–
|
–
|
–
|
|
|
138
|
Level Four Advisory Services
Dallas,
Texas
|
$1.32M
|
+$1.27M
|
+23,570
|
New
|
|
|
139
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.32M
|
-$202K
|
-3,757
|
-14%
|
|
|
140
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.28M
|
+$348K
|
+6,479
|
+39%
|
|
|
141
|
Atria Wealth Solutions
New York
|
$1.22M
|
-$66.3K
|
-1,234
|
-5%
|
|
|
142
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.21M
|
-$193K
|
-3,601
|
-14%
|
|
|
143
|
F&V Capital Management
Boca Raton,
Florida
|
$1.2M
|
–
|
–
|
–
|
|
|
144
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.17M
|
+$155K
|
+2,892
|
+16%
|
|
|
145
|
Mercer Global Advisors
Denver,
Colorado
|
$1.14M
|
-$264K
|
-4,922
|
-19%
|
|
|
146
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.12M
|
+$386K
|
+7,175
|
+56%
|
|
|
147
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.12M
|
–
|
–
|
–
|
|
|
148
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.08M
|
+$316K
|
+5,872
|
+46%
|
|
|
149
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.06M
|
+$146K
|
+2,714
|
+17%
|
|
|
150
|
Verum Partners
Charlotte,
North Carolina
|
$993K
|
+$953K
|
+17,745
|
New
|
|
