|
101
|
HB Wealth Management
Atlanta,
Georgia
|
$647K
|
–
|
–
|
–
|
|
|
102
|
Kestra Advisory Services
Austin,
Texas
|
$640K
|
+$246K
|
+5,335
|
+67%
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$631K
|
+$5.82K
|
+126
|
+1%
|
|
|
104
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$610K
|
–
|
–
|
–
|
|
|
105
|
Morton Capital Management
Calabasas,
California
|
$609K
|
–
|
–
|
–
|
|
|
106
|
Friedenthal Financial
Marlton,
New Jersey
|
$601K
|
-$31.9K
|
-692
|
-5%
|
|
|
107
|
J.W. Cole Advisors
Tampa,
Florida
|
$594K
|
-$10.4K
|
-226
|
-2%
|
|
|
108
|
Chilton Capital Management
Houston,
Texas
|
$564K
|
-$28K
|
-607
|
-5%
|
|
|
109
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$552K
|
-$36.4K
|
-789
|
-6%
|
|
|
110
|
Wiser Advisor Group
Phoenix,
Arizona
|
$523K
|
+$115K
|
+2,493
|
+30%
|
|
|
111
|
Naples Global Advisors
Naples,
Florida
|
$507K
|
-$2.08K
|
-45
|
-0.4%
|
|
|
112
|
Global Retirement Partners
San Rafael,
California
|
$501K
|
-$405K
|
-8,773
|
-46%
|
|
|
113
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$491K
|
–
|
–
|
–
|
|
|
114
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$488K
|
-$10.8K
|
-235
|
-2%
|
|
|
115
|
Black Swift Group
Boulder,
Colorado
|
$479K
|
+$458K
|
+9,930
|
New
|
|
|
116
|
Equitable Holdings
New York
|
$474K
|
+$84K
|
+1,819
|
+23%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$474K
|
-$27K
|
-584
|
-6%
|
|
|
118
|
Venture Visionary Partners
Sylvania,
Ohio
|
$474K
|
+$138
|
+3
|
+0%
|
|
|
119
|
Claro Advisors
Boston,
Massachusetts
|
$441K
|
+$423K
|
+9,155
|
New
|
|
|
120
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$438K
|
-$269K
|
-5,832
|
-39%
|
|
|
121
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$426K
|
-$22.7K
|
-492
|
-5%
|
|
|
122
|
Waterloo Capital
Austin,
Texas
|
$423K
|
–
|
–
|
–
|
|
|
123
|
Fermata Advisors
Sonoma,
California
|
$399K
|
+$69.9K
|
+1,514
|
+22%
|
|
|
124
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$396K
|
+$379K
|
+8,202
|
New
|
|
|
125
|
Spire Wealth Management
Mclean,
Virginia
|
$385K
|
+$8.13K
|
+176
|
+2%
|
|
