|
101
|
Blue Trust Inc
Alpharetta,
Georgia
|
$10.5M
|
+$10.5M
|
+207,859
|
New
|
|
|
102
|
Element Wealth
Ridgeland,
Mississippi
|
$10.3M
|
-$3.25M
|
-64,225
|
-24%
|
|
|
103
|
Icon Wealth Advisors
Houston,
Texas
|
$10M
|
+$10M
|
+198,399
|
New
|
|
|
104
|
Prudential Financial
Newark,
New Jersey
|
$9.95M
|
-$17.7K
|
-350
|
-0.2%
|
|
|
105
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$9.89M
|
+$31.3K
|
+618
|
+0.3%
|
|
|
106
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$9.79M
|
+$1.07M
|
+21,212
|
+12%
|
|
|
107
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$9.05M
|
-$1.77M
|
-34,892
|
-16%
|
|
|
108
|
Silver Oak Securities
Jackson,
Tennessee
|
$8.47M
|
+$1.15M
|
+22,647
|
+16%
|
|
|
109
|
SteelPeak Wealth
Woodland Hills,
California
|
$8.44M
|
-$2.25M
|
-44,451
|
-21%
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.35M
|
-$8.95M
|
-177,029
|
-52%
|
|
|
111
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.2M
|
-$571K
|
-11,281
|
-6%
|
|
|
112
|
Lunt Capital Management
Holladay,
Utah
|
$7.94M
|
-$193K
|
-3,813
|
-2%
|
|
|
113
|
Security Financial Services
Fort Wayne,
Indiana
|
$7.63M
|
+$715K
|
+14,133
|
+10%
|
|
|
114
|
Cypress Capital
Franklin,
Tennessee
|
$7.43M
|
+$119K
|
+2,349
|
+2%
|
|
|
115
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7.43M
|
-$13.7M
|
-270,051
|
-65%
|
|
|
116
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$7.34M
|
-$8.26M
|
-163,232
|
-53%
|
|
|
117
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$7.27M
|
-$87.8K
|
-1,736
|
-1%
|
|
|
118
|
One Wealth Advisors
San Francisco,
California
|
$7.13M
|
-$532K
|
-10,519
|
-7%
|
|
|
119
|
Gries Financial
Cleveland,
Ohio
|
$7.12M
|
+$1.45M
|
+28,648
|
+25%
|
|
|
120
|
TSA Wealth Management
Houston,
Texas
|
$7.09M
|
+$7.11M
|
+140,472
|
New
|
|
|
121
|
Creative Planning
Overland Park,
Kansas
|
$7.08M
|
+$645K
|
+12,742
|
+10%
|
|
|
122
|
|
$7.08M
|
+$103K
|
+2,029
|
+1%
|
|
|
123
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.03M
|
+$485K
|
+9,583
|
+7%
|
|
|
124
|
RFG Advisory
Birmingham,
Alabama
|
$6.91M
|
-$559K
|
-11,041
|
-7%
|
|
|
125
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.88M
|
-$29.4K
|
-581
|
-0.4%
|
|
