|
101
|
Running Point Capital Advisors
El Segundo,
California
|
$494K
|
+$237K
|
+4,970
|
+89%
|
|
|
102
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$488K
|
-$7.12K
|
-149
|
-1%
|
|
|
103
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$468K
|
–
|
–
|
–
|
|
|
104
|
Montecito Bank & Trust
Santa Barbara,
California
|
$465K
|
-$19.8K
|
-415
|
-4%
|
|
|
105
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$461K
|
-$23.9K
|
-500
|
-5%
|
|
|
106
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$457K
|
+$466K
|
+9,761
|
New
|
|
|
107
|
Jones Financial Companies
Des Peres,
Missouri
|
$389K
|
+$210K
|
+4,392
|
+112%
|
|
|
108
|
SigFig Wealth Management
San Francisco,
California
|
$382K
|
+$150K
|
+3,132
|
+62%
|
|
|
109
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
110
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$374K
|
–
|
–
|
–
|
|
|
111
|
KeyBank National Association
Cleveland,
Ohio
|
$362K
|
+$370K
|
+7,742
|
New
|
|
|
112
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
113
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$358K
|
+$181K
|
+3,793
|
+98%
|
|
|
114
|
World Investment Advisors
Santa Barbara,
California
|
$335K
|
+$105K
|
+2,189
|
+44%
|
|
|
115
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$329K
|
–
|
–
|
–
|
|
|
116
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$328K
|
+$98.1K
|
+2,055
|
+41%
|
|
|
117
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$317K
|
+$324K
|
+6,782
|
New
|
|
|
118
|
Fortis Advisors
Wayne,
Pennsylvania
|
$294K
|
+$300K
|
+6,290
|
New
|
|
|
119
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$285K
|
-$1.58K
|
-33
|
-0.5%
|
|
|
120
|
Claro Advisors
Boston,
Massachusetts
|
$270K
|
-$12.1K
|
-253
|
-4%
|
|
|
121
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$260K
|
-$5.21K
|
-109
|
-2%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$255K
|
+$42.1K
|
+882
|
+19%
|
|
|
123
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$238K
|
–
|
–
|
–
|
|
|
124
|
West Wealth Group
Irvine,
California
|
$231K
|
+$430
|
+9
|
+0.2%
|
|
|
125
|
Detalus Advisors
St. Louis,
Missouri
|
$221K
|
+$226K
|
+4,731
|
New
|
|
