|
126
|
TrueWealth Advisors
Birmingham,
Alabama
|
$602K
|
+$114K
|
+2,156
|
+24%
|
|
|
127
|
AE Wealth Management
Topeka,
Kansas
|
$601K
|
+$594K
|
+11,221
|
New
|
|
|
128
|
Private Trust Company
Cleveland,
Ohio
|
$574K
|
+$336K
|
+6,350
|
+146%
|
|
|
129
|
Stifel Financial
St. Louis,
Missouri
|
$569K
|
+$562K
|
+10,617
|
New
|
|
|
130
|
Focus Partners Wealth
Boston,
Massachusetts
|
$540K
|
+$138K
|
+2,598
|
+35%
|
|
|
131
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$526K
|
+$50.1K
|
+946
|
+11%
|
|
|
132
|
Summit Wealth Partners
Orlando,
Florida
|
$514K
|
+$508K
|
+9,596
|
New
|
|
|
133
|
Triad Wealth Partners
Lawrence,
Kansas
|
$491K
|
+$157K
|
+2,963
|
+48%
|
|
|
134
|
Waypoint Wealth Partners
Mill Valley,
California
|
$439K
|
+$434K
|
+8,194
|
New
|
|
|
135
|
Coordinated Financial Services
Denver,
Colorado
|
$421K
|
–
|
–
|
–
|
|
|
136
|
Sutton Place Investors
Katonah,
New York
|
$380K
|
-$20.9K
|
-395
|
-5%
|
|
|
137
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$331K
|
+$327K
|
+6,183
|
New
|
|
|
138
|
Kestra Advisory Services
Austin,
Texas
|
$326K
|
+$83.8K
|
+1,582
|
+35%
|
|
|
139
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$318K
|
-$53K
|
-1,000
|
-14%
|
|
|
140
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$314K
|
+$106K
|
+2,000
|
+52%
|
|
|
141
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$309K
|
+$306K
|
+5,770
|
New
|
|
|
142
|
Atomi Financial Group
New York
|
$293K
|
+$290K
|
+5,468
|
New
|
|
|
143
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$263K
|
–
|
–
|
–
|
|
|
144
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$263K
|
+$47.7K
|
+900
|
+23%
|
|
|
145
|
Latitude Advisors
Vero Beach,
Florida
|
$245K
|
+$242K
|
+4,569
|
New
|
|
|
146
|
NWAM LLC
Mercer Island,
Washington
|
$235K
|
+$233K
|
+4,404
|
New
|
|
|
147
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$229K
|
+$227K
|
+4,279
|
New
|
|
|
148
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$227K
|
+$159
|
+3
|
+0.1%
|
|
|
149
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$222K
|
+$220K
|
+4,151
|
New
|
|
|
150
|
Prospect Financial Services
Melville,
New York
|
$222K
|
+$219K
|
+4,135
|
New
|
|
