|
101
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$369K
|
–
|
–
|
–
|
|
|
102
|
Argyle Capital Partners
Los Angeles,
California
|
$367K
|
–
|
–
|
–
|
|
|
103
|
Waverly Advisors
Birmingham,
Alabama
|
$366K
|
–
|
–
|
–
|
|
|
104
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$360K
|
-$312K
|
-2,796
|
-49%
|
|
|
105
|
Oppenheimer & Co
New York
|
$329K
|
+$66.4K
|
+595
|
+29%
|
|
|
106
|
WealthTrust Asset Management
Destin,
Florida
|
$318K
|
+$24.8K
|
+222
|
+9%
|
|
|
107
|
MAI Capital Management
Independence,
Ohio
|
$311K
|
–
|
–
|
–
|
|
|
108
|
One Capital Management
Westlake Village,
California
|
$306K
|
–
|
–
|
–
|
|
|
109
|
Leavell Investment Management
Mobile,
Alabama
|
$304K
|
–
|
–
|
–
|
|
|
110
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$279K
|
+$22.3K
|
+200
|
+10%
|
|
|
111
|
Integras Partners
Alpharetta,
Georgia
|
$249K
|
+$226K
|
+2,024
|
New
|
|
|
112
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$243K
|
+$221K
|
+1,983
|
New
|
|
|
113
|
Cascade Financial Partners
San Diego,
California
|
$221K
|
+$200K
|
+1,794
|
New
|
|
|
114
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$211K
|
+$192K
|
+1,717
|
New
|
|
|
115
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$208K
|
+$189K
|
+1,689
|
New
|
|
|
116
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$207K
|
+$188K
|
+1,684
|
New
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$164K
|
+$148K
|
+1,330
|
New
|
|
|
118
|
Highline Wealth Partners
Sherman Oaks,
California
|
$147K
|
+$134K
|
+1,199
|
New
|
|
|
119
|
Golden State Wealth Management
Santa Ana,
California
|
$106K
|
-$1.12K
|
-10
|
-1%
|
|
|
120
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$99.4K
|
–
|
–
|
–
|
|
|
121
|
Triumph Capital Management
Denver,
Colorado
|
$90.6K
|
+$8.71K
|
+78
|
+12%
|
|
|
122
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$58.9K
|
+$53.5K
|
+479
|
New
|
|
|
123
|
Private Trust Company
Cleveland,
Ohio
|
$57.5K
|
+$15.7K
|
+141
|
+43%
|
|
|
124
|
Financially Speaking
Greenwood Village,
Colorado
|
$54K
|
–
|
–
|
–
|
|
|
125
|
IFG Advisory
Atlanta,
Georgia
|
$48K
|
+$43.5K
|
+390
|
New
|
|
