|
101
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$564K
|
+$1.22K
|
+27
|
+0.2%
|
|
|
102
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$561K
|
-$10.7K
|
-238
|
-2%
|
|
|
103
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$556K
|
–
|
–
|
–
|
|
|
104
|
MAI Capital Management
Independence,
Ohio
|
$499K
|
+$468K
|
+10,401
|
New
|
|
|
105
|
Mather Group
Chicago,
Illinois
|
$494K
|
–
|
–
|
–
|
|
|
106
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$480K
|
+$450K
|
+10,000
|
New
|
|
|
107
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478K
|
-$14.5K
|
-323
|
-3%
|
|
|
108
|
One Capital Management
Westlake Village,
California
|
$475K
|
–
|
–
|
–
|
|
|
109
|
Harbour Investments
Madison,
Wisconsin
|
$473K
|
-$7.61K
|
-169
|
-2%
|
|
|
110
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$435K
|
+$27K
|
+600
|
+7%
|
|
|
111
|
SteelPeak Wealth
Woodland Hills,
California
|
$429K
|
–
|
–
|
–
|
|
|
112
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$423K
|
-$2.48K
|
-55
|
-0.6%
|
|
|
113
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$390K
|
–
|
–
|
–
|
|
|
114
|
Verus Capital Partners
Scottsdale,
Arizona
|
$388K
|
+$21.9K
|
+487
|
+6%
|
|
|
115
|
Landmark Wealth Management (New York)
Melville,
New York
|
$375K
|
+$62.4K
|
+1,387
|
+22%
|
|
|
116
|
Aufman Associates
Sewickley,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$361K
|
+$178K
|
+3,961
|
+111%
|
|
|
118
|
Round Rock Advisors
Wilton,
Connecticut
|
$355K
|
–
|
–
|
–
|
|
|
119
|
Forum Financial Management
Lombard,
Illinois
|
$353K
|
–
|
–
|
–
|
|
|
120
|
Ironwood Financial
Tucson,
Arizona
|
$348K
|
+$225
|
+5
|
+0.1%
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$342K
|
+$321K
|
+7,131
|
New
|
|
|
122
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$340K
|
+$319K
|
+7,096
|
New
|
|
|
123
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$340K
|
+$319K
|
+7,096
|
New
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$335K
|
-$34.8K
|
-773
|
-10%
|
|
|
125
|
|
$329K
|
+$3.83K
|
+85
|
+1%
|
|
