|
76
|
Creative Planning
Overland Park,
Kansas
|
$575K
|
+$4.91K
|
+244
|
+0.9%
|
|
|
77
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$547K
|
-$7.3K
|
-363
|
-1%
|
|
|
78
|
Harbour Investments
Madison,
Wisconsin
|
$536K
|
-$155K
|
-7,691
|
-23%
|
|
|
79
|
Institute for Wealth Management
Denver,
Colorado
|
$513K
|
–
|
–
|
–
|
|
|
80
|
International Assets Investment Management
Orlando,
Florida
|
$509K
|
+$54.5K
|
+2,707
|
+12%
|
|
|
81
|
Curi RMB Capital
Chicago,
Illinois
|
$499K
|
–
|
–
|
–
|
|
|
82
|
Precedent Wealth Partners
Houston,
Texas
|
$489K
|
-$250K
|
-12,441
|
-34%
|
|
|
83
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$486K
|
+$10.8K
|
+536
|
+2%
|
|
|
84
|
Steward Partners Investment Advisory
New York
|
$483K
|
+$2.01K
|
+100
|
+0.4%
|
|
|
85
|
SouthState Corp
Winter Haven,
Florida
|
$449K
|
+$30.7K
|
+1,525
|
+7%
|
|
|
86
|
Colonial Trust
Spartanburg,
South Carolina
|
$435K
|
+$113K
|
+5,594
|
+36%
|
|
|
87
|
City State Bank
Norwalk,
Iowa
|
$427K
|
–
|
–
|
–
|
|
|
88
|
Sovereign Financial Group
Stamford,
Connecticut
|
$420K
|
+$53K
|
+2,635
|
+15%
|
|
|
89
|
|
$412K
|
–
|
–
|
–
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$407K
|
-$28.2K
|
-1,403
|
-7%
|
|
|
91
|
Meridian Wealth Management
Lexington,
Kentucky
|
$402K
|
-$37.9K
|
-1,883
|
-9%
|
|
|
92
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$390K
|
+$60
|
+3
|
+0%
|
|
|
93
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$364K
|
+$342
|
+17
|
+0.1%
|
|
|
94
|
Truist Financial
Charlotte,
North Carolina
|
$349K
|
+$865
|
+43
|
+0.3%
|
|
|
95
|
Revisor Wealth Management
Akron,
Ohio
|
$343K
|
–
|
–
|
–
|
|
|
96
|
Kestra Private Wealth Services
Austin,
Texas
|
$337K
|
-$131K
|
-6,488
|
-28%
|
|
|
97
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
98
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$321K
|
+$101
|
+5
|
+0%
|
|
|
99
|
QTR Family Wealth
Lake Mary,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
100
|
Kestra Advisory Services
Austin,
Texas
|
$307K
|
+$37.9K
|
+1,886
|
+14%
|
|
