|
101
|
EP Wealth Advisors
Torrance,
California
|
$370K
|
+$361K
|
+12,070
|
New
|
|
|
102
|
Mercer Global Advisors
Denver,
Colorado
|
$364K
|
+$63.1K
|
+2,110
|
+22%
|
|
|
103
|
National Wealth Management Group
Cincinnati,
Ohio
|
$328K
|
+$320K
|
+10,690
|
New
|
|
|
104
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
-$19.8K
|
-660
|
-6%
|
|
|
105
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
106
|
|
$293K
|
–
|
–
|
–
|
|
|
107
|
Kestra Private Wealth Services
Austin,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
108
|
Pacific Sun Financial
Los Angeles,
California
|
$287K
|
+$6.28K
|
+210
|
+2%
|
|
|
109
|
TFG Advisers
Auburn Hills,
Michigan
|
$275K
|
+$299
|
+10
|
+0.1%
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$275K
|
+$26K
|
+870
|
+6%
|
|
|
111
|
Bank OZK
Little Rock,
Arkansas
|
$273K
|
–
|
–
|
–
|
|
|
112
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$273K
|
+$260K
|
+8,700
|
+3,955%
|
|
|
113
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$258K
|
-$63.1K
|
-2,110
|
-20%
|
|
|
114
|
Valicenti Advisory Services
Elmira,
New York
|
$256K
|
-$23.3K
|
-780
|
-9%
|
|
|
115
|
Country Club Bank
Kansas City,
Missouri
|
$254K
|
+$245K
|
+8,200
|
New
|
|
|
116
|
William Blair & Company
Chicago,
Illinois
|
$245K
|
-$15.6K
|
-520
|
-6%
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$243K
|
-$71.5K
|
-2,390
|
-23%
|
|
|
118
|
Steward Partners Investment Advisory
New York
|
$232K
|
–
|
–
|
–
|
|
|
119
|
|
$220K
|
–
|
–
|
–
|
|
|
120
|
Zhang Financial
Portage,
Michigan
|
$211K
|
–
|
–
|
–
|
|
|
121
|
Barber Financial Group
Lenexa,
Kansas
|
$210K
|
–
|
–
|
–
|
|
|
122
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$203K
|
+$199K
|
+6,640
|
New
|
|
|
123
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$202K
|
-$6.58K
|
-220
|
-3%
|
|
|
124
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$201K
|
+$50.9K
|
+1,700
|
+35%
|
|
|
125
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$189K
|
+$59.9K
|
+2,000
|
+48%
|
|
