|
301
|
Keeler Thomas Management
Orem,
Utah
|
$1.11M
|
+$790K
|
+4,361
|
+232%
|
|
|
302
|
KeyBank National Association
Cleveland,
Ohio
|
$1.1M
|
+$155K
|
+856
|
+16%
|
|
|
303
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.1M
|
+$42.6K
|
+235
|
+4%
|
|
|
304
|
Evergreen Wealth Management
Williamston,
Michigan
|
$1.1M
|
+$1.93M
|
+10,626
|
New
|
|
|
305
|
Bridgeworth
Birmingham,
Alabama
|
$1.09M
|
–
|
–
|
–
|
|
|
306
|
Smith Anglin Financial
Dallas,
Texas
|
$1.09M
|
–
|
–
|
–
|
|
|
307
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.07M
|
-$170K
|
-936
|
-14%
|
|
|
308
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.06M
|
+$208K
|
+1,147
|
+24%
|
|
|
309
|
PFG Advisors
Phoenix,
Arizona
|
$1.06M
|
+$77.6K
|
+428
|
+8%
|
|
|
310
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
311
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.04M
|
+$1.05M
|
+5,789
|
New
|
|
|
312
|
Falcon Wealth Planning
Ontario,
California
|
$1.04M
|
+$375K
|
+2,071
|
+56%
|
|
|
313
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.03M
|
-$66.5K
|
-367
|
-6%
|
|
|
314
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
-$2.56M
|
-14,111
|
-71%
|
|
|
315
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.03M
|
+$6.52K
|
+36
|
+0.6%
|
|
|
316
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.02M
|
-$74.8K
|
-413
|
-7%
|
|
|
317
|
Corient Private Wealth
Miami,
Florida
|
$1.02M
|
+$1.03M
|
+5,684
|
New
|
|
|
318
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.02M
|
-$27.2K
|
-150
|
-3%
|
|
|
319
|
Steph & Co
Marinette,
Wisconsin
|
$1.01M
|
+$113K
|
+624
|
+13%
|
|
|
320
|
IHT Wealth Management
Chicago,
Illinois
|
$979K
|
+$362
|
+2
|
+0%
|
|
|
321
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$977K
|
-$274K
|
-1,510
|
-22%
|
|
|
322
|
MGO One Seven
Beachwood,
Ohio
|
$975K
|
+$166K
|
+917
|
+20%
|
|
|
323
|
Kestra Private Wealth Services
Austin,
Texas
|
$964K
|
-$86.1K
|
-475
|
-8%
|
|
|
324
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$960K
|
-$17.6K
|
-97
|
-2%
|
|
|
325
|
Pathstone Family Office
Englewood,
New Jersey
|
$960K
|
+$1.81K
|
+10
|
+0.2%
|
|
