|
76
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$312K
|
–
|
–
|
–
|
|
|
77
|
Fidelity Investments
Boston,
Massachusetts
|
$277K
|
+$100K
|
+1,240
|
+54%
|
|
|
78
|
Kestra Private Wealth Services
Austin,
Texas
|
$272K
|
+$8.5K
|
+105
|
+3%
|
|
|
79
|
Stifel Financial
St. Louis,
Missouri
|
$267K
|
-$162
|
-2
|
-0.1%
|
|
|
80
|
Arlington Financial Advisors
Santa Barbara,
California
|
$256K
|
+$264K
|
+3,268
|
New
|
|
|
81
|
Hill Island Financial
Grand Rapids,
Michigan
|
$256K
|
-$32.3K
|
-399
|
-11%
|
|
|
82
|
OneAscent Family Office
Birmingham,
Alabama
|
$245K
|
–
|
–
|
–
|
|
|
83
|
Gilbert & Cook
West Des Moines,
Iowa
|
$221K
|
–
|
–
|
–
|
|
|
84
|
Well Done LLC
Holland,
Michigan
|
$219K
|
–
|
–
|
–
|
|
|
85
|
Private Client Services
Louisville,
Kentucky
|
$214K
|
–
|
–
|
–
|
|
|
86
|
Private Trust Company
Cleveland,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
87
|
Segment Wealth Management
Houston,
Texas
|
$206K
|
-$155K
|
-1,910
|
-42%
|
|
|
88
|
Godfrey Financial Associates
Glenmont,
New York
|
$145K
|
+$405
|
+5
|
+0.3%
|
|
|
89
|
Bank & Trust Company
Litchfield,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
90
|
AssetMark Inc
Concord,
California
|
$110K
|
+$61.6K
|
+761
|
+118%
|
|
|
91
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$78.5K
|
–
|
–
|
–
|
|
|
92
|
William Blair & Company
Chicago,
Illinois
|
$50.9K
|
–
|
–
|
–
|
|
|
93
|
IFP Advisors
Tampa,
Florida
|
$50.4K
|
+$52.1K
|
+644
|
New
|
|
|
94
|
Bellevue Asset Management
Bellevue,
Washington
|
$46.4K
|
–
|
–
|
–
|
|
|
95
|
Tidemark
San Diego,
California
|
$45.9K
|
–
|
–
|
–
|
|
|
96
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$45.2K
|
+$46.8K
|
+578
|
New
|
|
|
97
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$40.6K
|
–
|
–
|
–
|
|
|
98
|
REAP Financial Group
Austin,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
99
|
AE Wealth Management
Topeka,
Kansas
|
$26.1K
|
-$227K
|
-2,802
|
-89%
|
|
|
100
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
