|
201
|
Truist Financial
Charlotte,
North Carolina
|
$364K
|
-$27.8K
|
-251
|
-7%
|
|
|
202
|
Avidian Wealth Enterprises
Houston,
Texas
|
$362K
|
-$19.4K
|
-175
|
-5%
|
|
|
203
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$360K
|
-$23.3K
|
-211
|
-6%
|
|
|
204
|
Manchester Capital Management
Manchester,
Vermont
|
$355K
|
–
|
–
|
–
|
|
|
205
|
Atria Wealth Solutions
New York
|
$350K
|
+$24.7K
|
+223
|
+7%
|
|
|
206
|
BOK Financial
Tulsa,
Oklahoma
|
$344K
|
-$20.2K
|
-183
|
-5%
|
|
|
207
|
Peak Planning Group
Centennial,
Colorado
|
$343K
|
-$15.5K
|
-140
|
-4%
|
|
|
208
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$343K
|
-$121K
|
-1,095
|
-25%
|
|
|
209
|
Merit Financial Group
Alpharetta,
Georgia
|
$338K
|
-$16.1K
|
-146
|
-4%
|
|
|
210
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$335K
|
-$86.2K
|
-779
|
-20%
|
|
|
211
|
Flow Traders U.S.
New York
|
$334K
|
+$348K
|
+3,147
|
New
|
|
|
212
|
Financial Advisors
Andover,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
213
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$329K
|
+$343K
|
+3,104
|
New
|
|
|
214
|
Essex Savings Bank
Essex,
Connecticut
|
$329K
|
-$87.5K
|
-791
|
-20%
|
|
|
215
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$329K
|
-$87.5K
|
-791
|
-20%
|
|
|
216
|
Diversify Wealth Management
Sandy,
Utah
|
$327K
|
+$348K
|
+3,148
|
New
|
|
|
217
|
Diversify Advisory Services
Sandy,
Utah
|
$324K
|
-$158K
|
-1,424
|
-31%
|
|
|
218
|
Edge Capital Group
Atlanta,
Georgia
|
$315K
|
-$113K
|
-1,020
|
-26%
|
|
|
219
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$315K
|
+$71.1K
|
+643
|
+28%
|
|
|
220
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
221
|
KeyBank National Association
Cleveland,
Ohio
|
$304K
|
+$318K
|
+2,871
|
New
|
|
|
222
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$303K
|
+$316K
|
+2,853
|
New
|
|
|
223
|
Sunpointe
St. Louis,
Missouri
|
$283K
|
-$201K
|
-1,815
|
-40%
|
|
|
224
|
Financial Engines Advisors
Santa Clara,
California
|
$281K
|
+$293K
|
+2,649
|
New
|
|
|
225
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$280K
|
+$4.65K
|
+42
|
+2%
|
|
