|
101
|
McAlister Sweet & Associates
Houston,
Texas
|
$5.75M
|
+$6.22M
|
+69,061
|
New
|
|
|
102
|
First Citizens Financial Corp
Mason City,
Iowa
|
$5.73M
|
+$29.9K
|
+332
|
+0.5%
|
|
|
103
|
Goelzer Investment Management
Carmel,
Indiana
|
$5.71M
|
-$8.56K
|
-95
|
-0.1%
|
|
|
104
|
HB Wealth Management
Atlanta,
Georgia
|
$5.54M
|
+$629K
|
+6,985
|
+12%
|
|
|
105
|
Centerpoint Advisors
Needham,
Massachusetts
|
$5.54M
|
-$278K
|
-3,085
|
-4%
|
|
|
106
|
Atria Wealth Solutions
New York
|
$5.46M
|
-$1.26M
|
-14,000
|
-18%
|
|
|
107
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.39M
|
+$125K
|
+1,386
|
+2%
|
|
|
108
|
InvesTrust
Oklahoma City,
Oklahoma
|
$5.24M
|
-$69.8K
|
-775
|
-1%
|
|
|
109
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.19M
|
+$15.5K
|
+172
|
+0.3%
|
|
|
110
|
M&T Bank
Buffalo,
New York
|
$5.16M
|
-$9.91K
|
-110
|
-0.2%
|
|
|
111
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.07M
|
+$978K
|
+10,857
|
+22%
|
|
|
112
|
DDFG Inc
Thousand Oaks,
California
|
$4.88M
|
+$2.16M
|
+24,013
|
+70%
|
|
|
113
|
Sunbelt Securities
Houston,
Texas
|
$4.84M
|
+$101K
|
+1,118
|
+2%
|
|
|
114
|
Asset Management Group
Stamford,
Connecticut
|
$4.83M
|
-$96.7K
|
-1,074
|
-2%
|
|
|
115
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$4.7M
|
+$5.08M
|
+56,389
|
New
|
|
|
116
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.66M
|
-$134K
|
-1,493
|
-3%
|
|
|
117
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.62M
|
+$429K
|
+4,767
|
+9%
|
|
|
118
|
EP Wealth Advisors
Torrance,
California
|
$4.6M
|
+$90
|
+1
|
+0%
|
|
|
119
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$4.43M
|
+$1.28M
|
+14,243
|
+37%
|
|
|
120
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.34M
|
-$8.65K
|
-96
|
-0.2%
|
|
|
121
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.32M
|
+$473K
|
+5,249
|
+11%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$4.28M
|
+$341K
|
+3,787
|
+8%
|
|
|
123
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$4.26M
|
-$62.8K
|
-697
|
-1%
|
|
|
124
|
Citizens Financial Group
Providence,
Rhode Island
|
$4.17M
|
+$27.1K
|
+301
|
+0.6%
|
|
|
125
|
Becker Capital Management
Portland,
Oregon
|
$4.16M
|
–
|
–
|
–
|
|
