|
101
|
NewEdge Advisors
New Orleans,
Louisiana
|
$370K
|
+$363K
|
+7,525
|
New
|
|
|
102
|
GEM Asset Management
Plymouth,
Michigan
|
$347K
|
-$128K
|
-2,645
|
-27%
|
|
|
103
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$314K
|
–
|
–
|
–
|
|
|
104
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
105
|
Claro Advisors
Boston,
Massachusetts
|
$296K
|
+$50.2K
|
+1,040
|
+21%
|
|
|
106
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$278K
|
+$241
|
+5
|
+0.1%
|
|
|
107
|
Running Point Capital Advisors
El Segundo,
California
|
$274K
|
+$44.4K
|
+921
|
+20%
|
|
|
108
|
Stephens Inc
Little Rock,
Arkansas
|
$259K
|
–
|
–
|
–
|
|
|
109
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$250K
|
+$2.41K
|
+50
|
+1%
|
|
|
110
|
SigFig Wealth Management
San Francisco,
California
|
$247K
|
+$242K
|
+5,014
|
New
|
|
|
111
|
World Investment Advisors
Santa Barbara,
California
|
$244K
|
+$239K
|
+4,961
|
New
|
|
|
112
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$243K
|
+$239K
|
+4,952
|
New
|
|
|
113
|
West Wealth Group
Irvine,
California
|
$242K
|
-$13.2K
|
-273
|
-5%
|
|
|
114
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$239K
|
+$69.7K
|
+1,445
|
+42%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$224K
|
+$220K
|
+4,560
|
New
|
|
|
116
|
Perigon Wealth Management
San Francisco,
California
|
$223K
|
+$219K
|
+4,537
|
New
|
|
|
117
|
Jones Financial Companies
Des Peres,
Missouri
|
$193K
|
+$114K
|
+2,371
|
+154%
|
|
|
118
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$189K
|
+$186K
|
+3,855
|
New
|
|
|
119
|
LGT Financial Advisors
Dallas,
Texas
|
$175K
|
+$172K
|
+3,557
|
New
|
|
|
120
|
Colonial Trust
Spartanburg,
South Carolina
|
$154K
|
+$151K
|
+3,127
|
New
|
|
|
121
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$143K
|
-$16.3K
|
-337
|
-10%
|
|
|
122
|
Private Trust Company
Cleveland,
Ohio
|
$121K
|
+$25.5K
|
+529
|
+27%
|
|
|
123
|
International Assets Investment Management
Orlando,
Florida
|
$96.3K
|
–
|
–
|
–
|
|
|
124
|
First Horizon Advisors
Memphis,
Tennessee
|
$91.7K
|
+$90K
|
+1,865
|
New
|
|
|
125
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$87.7K
|
-$19.3K
|
-400
|
-18%
|
|
