|
101
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$437K
|
+$421K
|
+13,594
|
New
|
|
|
102
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$435K
|
-$6.19K
|
-200
|
-1%
|
|
|
103
|
Leavell Investment Management
Mobile,
Alabama
|
$425K
|
-$6.19K
|
-200
|
-1%
|
|
|
104
|
Verity & Verity
Beaufort,
South Carolina
|
$424K
|
-$9.13K
|
-295
|
-2%
|
|
|
105
|
Brighton Jones LLC
Seattle,
Washington
|
$410K
|
-$26.3K
|
-851
|
-6%
|
|
|
106
|
Stevens Capital Partners
Omaha,
Nebraska
|
$409K
|
+$15.1K
|
+489
|
+4%
|
|
|
107
|
Waverly Advisors
Birmingham,
Alabama
|
$408K
|
+$39.3K
|
+1,270
|
+11%
|
|
|
108
|
Corient Private Wealth
Miami,
Florida
|
$402K
|
+$2.38K
|
+77
|
+0.6%
|
|
|
109
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$390K
|
+$217
|
+7
|
+0.1%
|
|
|
110
|
Red Door Wealth Management
Memphis,
Tennessee
|
$374K
|
+$78.6K
|
+2,539
|
+28%
|
|
|
111
|
Farther Finance Advisors
San Francisco,
California
|
$364K
|
–
|
–
|
–
|
|
|
112
|
Envestnet Asset Management
Chicago,
Illinois
|
$342K
|
-$38.2K
|
-1,234
|
-10%
|
|
|
113
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$324K
|
-$26.9K
|
-868
|
-8%
|
|
|
114
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$323K
|
+$71.2K
|
+2,299
|
+30%
|
|
|
115
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$322K
|
+$867
|
+28
|
+0.3%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$313K
|
+$12.4K
|
+400
|
+4%
|
|
|
117
|
KCM Investment Advisors
Greenbrae,
California
|
$312K
|
–
|
–
|
–
|
|
|
118
|
Meridian Wealth Management
Lexington,
Kentucky
|
$310K
|
+$805
|
+26
|
+0.3%
|
|
|
119
|
Wealthspire Advisors (New York)
New York
|
$309K
|
+$297K
|
+9,608
|
New
|
|
|
120
|
Kingswood Wealth Advisors
San Diego,
California
|
$304K
|
+$293K
|
+9,461
|
New
|
|
|
121
|
RVW Wealth
Los Angeles,
California
|
$303K
|
–
|
–
|
–
|
|
|
122
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
123
|
Brucke Financial
Indianapolis,
Indiana
|
$298K
|
-$17.8K
|
-574
|
-6%
|
|
|
124
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$298K
|
–
|
–
|
–
|
|
|
125
|
UBS Group
Zurich,
Switzerland
|
$296K
|
+$3.1K
|
+100
|
+1%
|
|
