|
101
|
Willow Creek Wealth Management
Sebastopol,
California
|
$951K
|
+$145K
|
+6,060
|
+18%
|
|
|
102
|
UMB Bank
Kansas City,
Missouri
|
$910K
|
-$224K
|
-9,380
|
-20%
|
|
|
103
|
Valeo Financial Advisors
Carmel,
Indiana
|
$892K
|
+$887K
|
+37,082
|
New
|
|
|
104
|
Baystate Wealth Management
Boston,
Massachusetts
|
$830K
|
-$3.73K
|
-156
|
-0.5%
|
|
|
105
|
Miracle Mile Advisors
Los Angeles,
California
|
$824K
|
+$39K
|
+1,629
|
+5%
|
|
|
106
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$823K
|
-$498K
|
-20,796
|
-38%
|
|
|
107
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$819K
|
+$408K
|
+17,071
|
+101%
|
|
|
108
|
CX Institutional
Auburn,
Indiana
|
$806K
|
+$5.67K
|
+237
|
+0.7%
|
|
|
109
|
Pecaut & Co
Sioux City,
Iowa
|
$797K
|
–
|
–
|
–
|
|
|
110
|
Albion Financial Group
Salt Lake City,
Utah
|
$783K
|
-$6.92K
|
-289
|
-0.9%
|
|
|
111
|
CGN Advisors
Manhattan,
Kansas
|
$772K
|
-$377K
|
-15,776
|
-33%
|
|
|
112
|
Fairview Capital Investment Management
Greenbrae,
California
|
$748K
|
+$14.4K
|
+600
|
+2%
|
|
|
113
|
Davenport & Co
Richmond,
Virginia
|
$734K
|
+$93.2K
|
+3,893
|
+15%
|
|
|
114
|
Atria Wealth Solutions
New York
|
$728K
|
-$446K
|
-18,633
|
-38%
|
|
|
115
|
Rockefeller Capital Management
New York
|
$728K
|
+$7.87K
|
+329
|
+1%
|
|
|
116
|
PrairieView Partners
St. Paul,
Minnesota
|
$711K
|
-$650K
|
-27,184
|
-48%
|
|
|
117
|
United Capital Financial Advisors
Irving,
Texas
|
$704K
|
+$77.7K
|
+3,247
|
+12%
|
|
|
118
|
Baker Avenue Asset Management
San Francisco,
California
|
$693K
|
–
|
–
|
–
|
|
|
119
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$675K
|
+$335
|
+14
|
+0%
|
|
|
120
|
HighTower Advisors
Chicago,
Illinois
|
$667K
|
-$153K
|
-6,388
|
-19%
|
|
|
121
|
Rathbones Group
Liverpool,
United Kingdom
|
$662K
|
–
|
–
|
–
|
|
|
122
|
Equitable Holdings
New York
|
$656K
|
-$129K
|
-5,375
|
-16%
|
|
|
123
|
Cetera Advisor Networks
El Segundo,
California
|
$656K
|
-$279K
|
-11,668
|
-30%
|
|
|
124
|
One Day In July LLC
Burlington,
Vermont
|
$640K
|
–
|
–
|
–
|
|
|
125
|
VERITY Wealth Advisors
Sausalito,
United States
|
$621K
|
–
|
–
|
–
|
|
