|
126
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$496K
|
–
|
–
|
–
|
|
|
127
|
GSA Capital Partners
London,
United Kingdom
|
$478K
|
-$185K
|
-2,539
|
-29%
|
|
|
128
|
Montag & Associates
Atlanta,
Georgia
|
$476K
|
–
|
–
|
–
|
|
|
129
|
Unique Wealth
Clearwater,
Florida
|
$473K
|
+$9.06K
|
+124
|
+2%
|
|
|
130
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$471K
|
+$2.04K
|
+28
|
+0.5%
|
|
|
131
|
NTV Asset Management
Charleston,
West Virginia
|
$468K
|
–
|
–
|
–
|
|
|
132
|
GSB Wealth Management
Guilford,
Connecticut
|
$447K
|
-$31.1K
|
-426
|
-7%
|
|
|
133
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$444K
|
+$427K
|
+5,842
|
New
|
|
|
134
|
Corient Private Wealth
Miami,
Florida
|
$419K
|
–
|
–
|
–
|
|
|
135
|
Truist Financial
Charlotte,
North Carolina
|
$417K
|
+$15K
|
+206
|
+4%
|
|
|
136
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$408K
|
–
|
–
|
–
|
|
|
137
|
Thomasville National Bank
Thomasville,
Georgia
|
$386K
|
-$3.43K
|
-47
|
-0.9%
|
|
|
138
|
BigSur Wealth Management
Miami,
Florida
|
$386K
|
-$548K
|
-7,500
|
-60%
|
|
|
139
|
Whittier Trust
South Pasadena,
California
|
$380K
|
–
|
–
|
–
|
|
|
140
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$377K
|
+$52.9K
|
+724
|
+17%
|
|
|
141
|
Weaver Consulting Group
Huntington Beach,
California
|
$375K
|
–
|
–
|
–
|
|
|
142
|
Perigon Wealth Management
San Francisco,
California
|
$368K
|
–
|
–
|
–
|
|
|
143
|
Parallel Advisors
San Francisco,
California
|
$365K
|
–
|
–
|
–
|
|
|
144
|
J.W. Cole Advisors
Tampa,
Florida
|
$359K
|
–
|
–
|
–
|
|
|
145
|
Bank of New York Mellon
New York
|
$353K
|
–
|
–
|
–
|
|
|
146
|
WPWealth
Fort Worth,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
147
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$343K
|
+$329K
|
+4,504
|
New
|
|
|
148
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$333K
|
+$320K
|
+4,377
|
New
|
|
|
149
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$325K
|
+$312K
|
+4,275
|
New
|
|
|
150
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$325K
|
-$12.3K
|
-168
|
-4%
|
|
