|
101
|
Institute for Wealth Management
Denver,
Colorado
|
$625K
|
-$168K
|
-2,194
|
-22%
|
|
|
102
|
HTLF Bank
Denver,
Colorado
|
$598K
|
+$48.8K
|
+638
|
+9%
|
|
|
103
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$597K
|
+$56K
|
+733
|
+11%
|
|
|
104
|
Prism Advisors
Studio City,
California
|
$590K
|
-$6.88K
|
-90
|
-1%
|
|
|
105
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$578K
|
–
|
–
|
–
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$576K
|
+$180K
|
+2,348
|
+50%
|
|
|
107
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$571K
|
-$46.7K
|
-611
|
-8%
|
|
|
108
|
Empirical Wealth Management
Seattle,
Washington
|
$546K
|
+$40.9K
|
+535
|
+9%
|
|
|
109
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$541K
|
-$44.6K
|
-583
|
-8%
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$524K
|
-$2.83K
|
-37
|
-0.6%
|
|
|
111
|
Maia Wealth
Denver,
Colorado
|
$519K
|
+$476K
|
+6,221
|
New
|
|
|
112
|
Private Wealth Management Group
Princeton,
New Jersey
|
$518K
|
+$28.3K
|
+370
|
+6%
|
|
|
113
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$513K
|
+$38.7K
|
+506
|
+9%
|
|
|
114
|
Rede Wealth
Charlottesville,
Virginia
|
$505K
|
-$58.9K
|
-770
|
-11%
|
|
|
115
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$495K
|
–
|
–
|
–
|
|
|
116
|
RAM Investment Partners
Bellevue,
Washington
|
$492K
|
+$463K
|
+6,062
|
New
|
|
|
117
|
Win Advisors
Palm Beach Gardens,
Florida
|
$482K
|
+$454K
|
+5,939
|
New
|
|
|
118
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$477K
|
-$64.3K
|
-841
|
-13%
|
|
|
119
|
Creative Planning
Overland Park,
Kansas
|
$471K
|
-$535
|
-7
|
-0.1%
|
|
|
120
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$470K
|
-$33.3K
|
-436
|
-7%
|
|
|
121
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$465K
|
–
|
–
|
–
|
|
|
122
|
M&T Bank
Buffalo,
New York
|
$455K
|
+$57.1K
|
+747
|
+15%
|
|
|
123
|
DDFG Inc
Thousand Oaks,
California
|
$450K
|
-$33.2K
|
-434
|
-7%
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$447K
|
+$4.51K
|
+59
|
+1%
|
|
|
125
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$441K
|
-$194K
|
-2,534
|
-32%
|
|
