|
176
|
Congress Wealth Management
Boston,
Massachusetts
|
$763K
|
+$762K
|
+14,935
|
New
|
|
|
177
|
LexAurum Advisors
Overland Park,
Kansas
|
$751K
|
-$70.8K
|
-1,387
|
-9%
|
|
|
178
|
Wells Fargo
San Francisco,
California
|
$739K
|
+$316K
|
+6,197
|
+75%
|
|
|
179
|
Truist Financial
Charlotte,
North Carolina
|
$721K
|
-$1.23M
|
-24,053
|
-63%
|
|
|
180
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$720K
|
–
|
–
|
–
|
|
|
181
|
Gratus Capital
Atlanta,
Georgia
|
$714K
|
-$51K
|
-1,000
|
-7%
|
|
|
182
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$713K
|
+$146K
|
+2,858
|
+26%
|
|
|
183
|
Pacific Capital Wealth Advisors
Corona,
California
|
$710K
|
–
|
–
|
–
|
|
|
184
|
Hartford Financial Management
Hartford,
Connecticut
|
$700K
|
+$11.7K
|
+229
|
+2%
|
|
|
185
|
Monterey Private Wealth
Monterey,
California
|
$698K
|
-$355K
|
-6,947
|
-34%
|
|
|
186
|
Paragon Financial Partners
Woodland Hills,
California
|
$676K
|
+$676K
|
+13,235
|
New
|
|
|
187
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$669K
|
+$669K
|
+13,106
|
New
|
|
|
188
|
Creative Planning
Overland Park,
Kansas
|
$665K
|
+$665K
|
+13,021
|
New
|
|
|
189
|
Perigon Wealth Management
San Francisco,
California
|
$648K
|
+$5.16K
|
+101
|
+0.8%
|
|
|
190
|
Rockefeller Capital Management
New York
|
$648K
|
+$75K
|
+1,469
|
+13%
|
|
|
191
|
Webster Bank
Waterbury,
Connecticut
|
$626K
|
–
|
–
|
–
|
|
|
192
|
Kestra Advisory Services
Austin,
Texas
|
$621K
|
-$120K
|
-2,346
|
-16%
|
|
|
193
|
Adell Harriman & Carpenter
Houston,
Texas
|
$600K
|
+$600K
|
+11,750
|
New
|
|
|
194
|
Dock Street Asset Management
Palm Beach,
Florida
|
$590K
|
-$188K
|
-3,674
|
-24%
|
|
|
195
|
Windsor Capital Management
Phoenix,
Arizona
|
$587K
|
-$140K
|
-2,733
|
-19%
|
|
|
196
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$587K
|
+$43.7K
|
+857
|
+8%
|
|
|
197
|
REDW Wealth
Albuquerque,
New Mexico
|
$584K
|
–
|
–
|
–
|
|
|
198
|
Sutton Place Investors
Katonah,
New York
|
$562K
|
+$561K
|
+11,000
|
New
|
|
|
199
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$499K
|
–
|
–
|
–
|
|
|
200
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$483K
|
-$250K
|
-4,896
|
-34%
|
|
