|
101
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$257K
|
-$3.19K
|
-158
|
-1%
|
|
|
102
|
PAX Financial Group
San Antonio,
Texas
|
$255K
|
+$38.8K
|
+1,923
|
+18%
|
|
|
103
|
Worth Asset Management
Dallas,
Texas
|
$250K
|
-$61.1K
|
-3,030
|
-20%
|
|
|
104
|
IHT Wealth Management
Chicago,
Illinois
|
$248K
|
-$1.09K
|
-54
|
-0.4%
|
|
|
105
|
Sepio Capital
Salt Lake City,
Utah
|
$244K
|
+$1.9K
|
+94
|
+0.8%
|
|
|
106
|
Modern Wealth Management
Lenexa,
Kansas
|
$241K
|
+$243K
|
+12,051
|
New
|
|
|
107
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$237K
|
–
|
–
|
–
|
|
|
108
|
Sound Stewardship
Overland Park,
Kansas
|
$234K
|
–
|
–
|
–
|
|
|
109
|
Pure Financial Advisors
San Diego,
California
|
$216K
|
+$2.46K
|
+122
|
+1%
|
|
|
110
|
Auour Investments
Woburn,
Massachusetts
|
$208K
|
-$1.33K
|
-66
|
-0.6%
|
|
|
111
|
Concurrent Investment Advisors
Tampa,
Florida
|
$207K
|
+$209K
|
+10,357
|
New
|
|
|
112
|
|
$207K
|
-$323
|
-16
|
-0.2%
|
|
|
113
|
City State Bank
Norwalk,
Iowa
|
$205K
|
–
|
–
|
–
|
|
|
114
|
Comerica Bank
Dallas,
Texas
|
$204K
|
+$8.11K
|
+402
|
+4%
|
|
|
115
|
Truist Financial
Charlotte,
North Carolina
|
$202K
|
+$204K
|
+10,101
|
New
|
|
|
116
|
Coppell Advisory Solutions
Coppell,
Texas
|
$178K
|
+$180K
|
+8,924
|
New
|
|
|
117
|
Wolverine Asset Management
Chicago,
Illinois
|
$174K
|
+$50.1K
|
+2,484
|
+40%
|
|
|
118
|
Matthew Hamilton Rosenberg
|
$154K
|
-$73.2K
|
-3,627
|
-32%
|
|
|
119
|
Jones Financial Companies
Des Peres,
Missouri
|
$150K
|
+$151K
|
+7,480
|
New
|
|
|
120
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$148K
|
+$29.4K
|
+1,459
|
+25%
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$138K
|
+$1.39K
|
+69
|
+1%
|
|
|
122
|
|
$136K
|
+$16.1K
|
+800
|
+13%
|
|
|
123
|
NewEdge Advisors
New Orleans,
Louisiana
|
$135K
|
-$1.16M
|
-57,652
|
-90%
|
|
|
124
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$114K
|
+$15K
|
+746
|
+15%
|
|
|
125
|
Concord Wealth Partners
Abingdon,
Virginia
|
$96.9K
|
–
|
–
|
–
|
|
