|
101
|
Sunpointe
St. Louis,
Missouri
|
$500K
|
+$499K
|
+20,506
|
New
|
|
|
102
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$486K
|
–
|
–
|
–
|
|
|
103
|
Saxon Interests
Houston,
Texas
|
$448K
|
-$449K
|
-18,427
|
-50%
|
|
|
104
|
J.W. Cole Advisors
Tampa,
Florida
|
$434K
|
+$44.9K
|
+1,846
|
+12%
|
|
|
105
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$433K
|
+$14.5K
|
+597
|
+3%
|
|
|
106
|
Level Four Advisory Services
Dallas,
Texas
|
$431K
|
+$292
|
+12
|
+0.1%
|
|
|
107
|
New Hampshire Trust
Concord,
New Hampshire
|
$425K
|
+$425K
|
+17,467
|
New
|
|
|
108
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$421K
|
-$18.3K
|
-753
|
-4%
|
|
|
109
|
Steward Partners Investment Advisory
New York
|
$421K
|
+$348K
|
+14,292
|
+476%
|
|
|
110
|
Pine Valley Investments
Marlton,
New Jersey
|
$395K
|
-$60.5K
|
-2,485
|
-13%
|
|
|
111
|
Old Mission Capital
Chicago,
Illinois
|
$375K
|
+$375K
|
+15,422
|
New
|
|
|
112
|
Friday Financial
Dubuque,
Iowa
|
$343K
|
–
|
–
|
–
|
|
|
113
|
HUB Investment Partners
Austin,
Texas
|
$341K
|
+$69.7K
|
+2,863
|
+26%
|
|
|
114
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$340K
|
+$8.71K
|
+358
|
+3%
|
|
|
115
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$333K
|
+$333K
|
+13,699
|
New
|
|
|
116
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$320K
|
–
|
–
|
–
|
|
|
117
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$297K
|
+$2.63K
|
+108
|
+0.9%
|
|
|
118
|
Fiduciary Trust
Boston,
Massachusetts
|
$292K
|
+$292K
|
+12,000
|
New
|
|
|
119
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$284K
|
–
|
–
|
–
|
|
|
120
|
Alpha Financial Partners
Lexington,
Kentucky
|
$282K
|
+$2.36K
|
+97
|
+0.8%
|
|
|
121
|
Brio Consultants
San Francisco,
California
|
$277K
|
-$27.2K
|
-1,117
|
-9%
|
|
|
122
|
AE Wealth Management
Topeka,
Kansas
|
$267K
|
-$949
|
-39
|
-0.4%
|
|
|
123
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$267K
|
+$6.04K
|
+248
|
+2%
|
|
|
124
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$250K
|
–
|
–
|
–
|
|
|
125
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$247K
|
+$247K
|
+10,139
|
New
|
|
