|
101
|
Stevens Capital Partners
Omaha,
Nebraska
|
$373K
|
+$337K
|
+12,231
|
New
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$371K
|
-$60.5K
|
-2,193
|
-15%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$362K
|
+$9.87K
|
+358
|
+3%
|
|
|
104
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$356K
|
+$329K
|
+11,941
|
New
|
|
|
105
|
Envestnet Asset Management
Chicago,
Illinois
|
$354K
|
+$95.1K
|
+3,451
|
+41%
|
|
|
106
|
Waverly Advisors
Birmingham,
Alabama
|
$341K
|
-$9.48K
|
-344
|
-3%
|
|
|
107
|
Farther Finance Advisors
San Francisco,
California
|
$338K
|
-$315K
|
-11,413
|
-50%
|
|
|
108
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$327K
|
+$55
|
+2
|
+0%
|
|
|
109
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$313K
|
+$52.3K
|
+1,896
|
+22%
|
|
|
110
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$298K
|
+$799
|
+29
|
+0.3%
|
|
|
111
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$292K
|
+$1.24K
|
+45
|
+0.5%
|
|
|
112
|
KCM Investment Advisors
Greenbrae,
California
|
$290K
|
–
|
–
|
–
|
|
|
113
|
Brucke Financial
Indianapolis,
Indiana
|
$288K
|
+$10.1K
|
+366
|
+4%
|
|
|
114
|
Meridian Wealth Management
Lexington,
Kentucky
|
$287K
|
+$221
|
+8
|
+0.1%
|
|
|
115
|
RVW Wealth
Los Angeles,
California
|
$281K
|
+$260K
|
+9,436
|
New
|
|
|
116
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$281K
|
-$7.06K
|
-256
|
-3%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
118
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$277K
|
–
|
–
|
–
|
|
|
119
|
Empirical Wealth Management
Seattle,
Washington
|
$277K
|
-$32.1K
|
-1,166
|
-11%
|
|
|
120
|
Red Door Wealth Management
Memphis,
Tennessee
|
$272K
|
+$110
|
+4
|
+0%
|
|
|
121
|
UBS Group
Zurich,
Switzerland
|
$271K
|
-$4.13K
|
-150
|
-2%
|
|
|
122
|
Omega Financial Group
Santa Barbara,
California
|
$264K
|
+$551
|
+20
|
+0.2%
|
|
|
123
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$263K
|
+$243K
|
+8,807
|
New
|
|
|
124
|
Accredited Investors
Edina,
Minnesota
|
$260K
|
+$110
|
+4
|
+0%
|
|
|
125
|
Bouchey Financial Group
Troy,
New York
|
$250K
|
–
|
–
|
–
|
|
