|
101
|
Truist Financial
Charlotte,
North Carolina
|
$693K
|
-$78.8K
|
-2,288
|
-10%
|
|
|
102
|
Hamilton Capital
Columbus,
Ohio
|
$689K
|
+$60K
|
+1,742
|
+9%
|
|
|
103
|
Addison Advisors
Middlebury,
Vermont
|
$670K
|
+$56.3K
|
+1,635
|
+9%
|
|
|
104
|
Institute for Wealth Management
Denver,
Colorado
|
$652K
|
+$2.55K
|
+74
|
+0.4%
|
|
|
105
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$635K
|
+$193K
|
+5,596
|
+43%
|
|
|
106
|
BOK Financial Private Wealth
Denver,
Colorado
|
$622K
|
-$7.03K
|
-204
|
-1%
|
|
|
107
|
Kestra Private Wealth Services
Austin,
Texas
|
$603K
|
+$3.69K
|
+107
|
+0.6%
|
|
|
108
|
Lake Street Private Wealth
Chicago,
Illinois
|
$584K
|
–
|
–
|
–
|
|
|
109
|
MML Investors Services
Springfield,
Massachusetts
|
$581K
|
-$301K
|
-8,737
|
-34%
|
|
|
110
|
Avantax Advisory Services
Dallas,
Texas
|
$577K
|
-$107K
|
-3,100
|
-15%
|
|
|
111
|
Colorado Capital Management
Boulder,
Colorado
|
$535K
|
–
|
–
|
–
|
|
|
112
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$534K
|
–
|
–
|
–
|
|
|
113
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$523K
|
+$12.7K
|
+368
|
+2%
|
|
|
114
|
US Bancorp
Minneapolis,
Minnesota
|
$517K
|
-$60.3K
|
-1,749
|
-10%
|
|
|
115
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$511K
|
+$59.3K
|
+1,720
|
+13%
|
|
|
116
|
Tradition Wealth Management
Edina,
Minnesota
|
$499K
|
+$30.1K
|
+874
|
+6%
|
|
|
117
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$492K
|
+$26.3K
|
+762
|
+6%
|
|
|
118
|
Commerce Bank
Kansas City,
Missouri
|
$492K
|
-$33.4K
|
-970
|
-6%
|
|
|
119
|
AIFG Consultants
Halfmoon,
New York
|
$491K
|
+$497K
|
+14,415
|
New
|
|
|
120
|
Cresset Asset Management
Chicago,
Illinois
|
$479K
|
+$20.7K
|
+600
|
+4%
|
|
|
121
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$476K
|
+$4.65K
|
+135
|
+1%
|
|
|
122
|
New York Life Investment Management
New York
|
$475K
|
+$27.9K
|
+809
|
+6%
|
|
|
123
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$474K
|
+$1.34K
|
+39
|
+0.3%
|
|
|
124
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$468K
|
+$13.9K
|
+404
|
+3%
|
|
|
125
|
Rede Wealth
Charlottesville,
Virginia
|
$463K
|
+$48.2K
|
+1,398
|
+11%
|
|
