|
101
|
Segment Wealth Management
Houston,
Texas
|
$339K
|
+$331K
|
+10,650
|
New
|
|
|
102
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$334K
|
+$93
|
+3
|
+0%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$334K
|
-$186
|
-6
|
-0.1%
|
|
|
104
|
|
$320K
|
+$746
|
+24
|
+0.2%
|
|
|
105
|
Davenport & Co
Richmond,
Virginia
|
$318K
|
-$51.4K
|
-1,655
|
-14%
|
|
|
106
|
|
$289K
|
-$1.3M
|
-41,825
|
-82%
|
|
|
107
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
108
|
Equitable Holdings
New York
|
$272K
|
–
|
–
|
–
|
|
|
109
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$267K
|
+$435
|
+14
|
+0.2%
|
|
|
110
|
United Capital Financial Advisors
Irving,
Texas
|
$255K
|
–
|
–
|
–
|
|
|
111
|
Bank OZK
Little Rock,
Arkansas
|
$248K
|
–
|
–
|
–
|
|
|
112
|
ProCore Advisors
Newport Beach,
California
|
$247K
|
+$241K
|
+7,760
|
New
|
|
|
113
|
First National Bank of Omaha
Omaha,
Nebraska
|
$241K
|
+$233K
|
+7,500
|
New
|
|
|
114
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$224K
|
+$218K
|
+7,030
|
New
|
|
|
115
|
Seven Mile Advisory
Ewing,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
116
|
Gunpowder Capital Management
Towson,
Maryland
|
$223K
|
+$217K
|
+6,995
|
New
|
|
|
117
|
Zhang Financial
Portage,
Michigan
|
$220K
|
–
|
–
|
–
|
|
|
118
|
Occidental Asset Management
Burlingame,
California
|
$220K
|
–
|
–
|
–
|
|
|
119
|
Trinity Financial Advisors
Columbus,
Ohio
|
$218K
|
+$155
|
+5
|
+0.1%
|
|
|
120
|
International Private Wealth Advisors
San Diego,
California
|
$214K
|
+$209K
|
+6,722
|
New
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$212K
|
-$4.23K
|
-136
|
-2%
|
|
|
122
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$204K
|
+$199K
|
+6,402
|
New
|
|
|
123
|
Pacific Sun Financial
Los Angeles,
California
|
$204K
|
+$199K
|
+6,395
|
New
|
|
|
124
|
Bogart Wealth LLC
Mclean,
Virginia
|
$183K
|
+$249
|
+8
|
+0.1%
|
|
|
125
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$169K
|
–
|
–
|
–
|
|
