|
126
|
Affinity Capital Advisors
Berkeley,
California
|
$510K
|
+$133K
|
+5,809
|
+36%
|
|
|
127
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$510K
|
+$188K
|
+8,197
|
+59%
|
|
|
128
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$500K
|
+$45K
|
+1,963
|
+10%
|
|
|
129
|
Whittier Trust
South Pasadena,
California
|
$480K
|
–
|
–
|
–
|
|
|
130
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$479K
|
–
|
–
|
–
|
|
|
131
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$478K
|
+$91.7K
|
+3,998
|
+24%
|
|
|
132
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$478K
|
+$91.7K
|
+3,998
|
+24%
|
|
|
133
|
Buck Wealth Strategies
Denver,
Colorado
|
$474K
|
+$473K
|
+20,604
|
New
|
|
|
134
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$472K
|
–
|
–
|
–
|
|
|
135
|
CIBC World Market
Toronto,
Ontario, Canada
|
$460K
|
–
|
–
|
–
|
|
|
136
|
LexAurum Advisors
Overland Park,
Kansas
|
$443K
|
+$24.5K
|
+1,067
|
+6%
|
|
|
137
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$442K
|
+$177K
|
+7,713
|
+67%
|
|
|
138
|
US Financial Advisors
Braintree,
Massachusetts
|
$436K
|
+$38.1K
|
+1,660
|
+10%
|
|
|
139
|
RWA Wealth Partners
Newton,
Massachusetts
|
$433K
|
-$21.1K
|
-922
|
-5%
|
|
|
140
|
Raymond James Trust
St. Petersburg,
Florida
|
$432K
|
–
|
–
|
–
|
|
|
141
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$428K
|
+$5.16K
|
+225
|
+1%
|
|
|
142
|
Idaho Trust Bank
Boise,
Idaho
|
$428K
|
+$427K
|
+18,627
|
New
|
|
|
143
|
Peak Financial Management
Wellesley,
Massachusetts
|
$416K
|
+$67.4K
|
+2,940
|
+19%
|
|
|
144
|
Corient Private Wealth
Miami,
Florida
|
$413K
|
+$91.8K
|
+4,001
|
+29%
|
|
|
145
|
Focus Financial Network
Minneapolis,
Minnesota
|
$400K
|
+$88.9K
|
+3,878
|
+28%
|
|
|
146
|
Nottingham Advisors
Amherst,
New York
|
$397K
|
+$3.03K
|
+132
|
+0.8%
|
|
|
147
|
Kestra Private Wealth Services
Austin,
Texas
|
$387K
|
+$1.49K
|
+65
|
+0.4%
|
|
|
148
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$386K
|
+$7.57K
|
+330
|
+2%
|
|
|
149
|
Regal Investment Advisors
Kentwood,
Michigan
|
$376K
|
+$61.9K
|
+2,699
|
+20%
|
|
|
150
|
Procyon Advisors
Shelton,
Connecticut
|
$369K
|
-$295K
|
-12,875
|
-44%
|
|
