|
101
|
Concurrent Investment Advisors
Tampa,
Florida
|
$239K
|
+$240K
|
+3,056
|
New
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$228K
|
+$229K
|
+2,916
|
New
|
|
|
103
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$223K
|
-$39.8K
|
-506
|
-15%
|
|
|
104
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$220K
|
+$118K
|
+1,500
|
+114%
|
|
|
105
|
Capital Planning
Bellevue,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
106
|
Mainsail Asset Management
Birmingham,
Alabama
|
$219K
|
–
|
–
|
–
|
|
|
107
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$214K
|
+$4.48K
|
+57
|
+2%
|
|
|
108
|
MCF Advisors
Covington,
Kentucky
|
$201K
|
+$202K
|
+2,570
|
New
|
|
|
109
|
Gilpin Wealth Management
Denver,
Colorado
|
$133K
|
+$134K
|
+1,700
|
New
|
|
|
110
|
Joseph Group Capital Management
Columbus,
Ohio
|
$87.3K
|
+$28.5K
|
+362
|
+48%
|
|
|
111
|
Kestra Advisory Services
Austin,
Texas
|
$63.7K
|
+$64.2K
|
+816
|
New
|
|
|
112
|
First Pacific Financial
Vancouver,
Washington
|
$51.7K
|
+$943
|
+12
|
+2%
|
|
|
113
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$49K
|
+$49.7K
|
+632
|
New
|
|
|
114
|
Geneos Wealth Management
Englewood,
Colorado
|
$48.8K
|
+$19.7K
|
+250
|
+67%
|
|
|
115
|
Godfrey Financial Associates
Glenmont,
New York
|
$35.7K
|
+$35.9K
|
+457
|
New
|
|
|
116
|
Jessup Wealth Management
Dayton,
Ohio
|
$30.1K
|
+$30.3K
|
+386
|
New
|
|
|
117
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$22.4K
|
+$550
|
+7
|
+3%
|
|
|
118
|
Harbour Investments
Madison,
Wisconsin
|
$16.6K
|
–
|
–
|
–
|
|
|
119
|
CoreCap Advisors
Southfield,
Michigan
|
$15.7K
|
+$15.8K
|
+201
|
New
|
|
|
120
|
Comerica Bank
Dallas,
Texas
|
$14K
|
+$157
|
+2
|
+1%
|
|
|
121
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$13.8K
|
+$236
|
+3
|
+2%
|
|
|
122
|
Signature Equity Partners
Columbus,
Ohio
|
$8.67K
|
+$8.73K
|
+111
|
New
|
|
|
123
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$8.57K
|
+$157
|
+2
|
+2%
|
|
|
124
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$6.1K
|
+$6.13K
|
+78
|
New
|
|
|
125
|
Allworth Financial
Folsom,
California
|
$5.16K
|
+$5.19K
|
+66
|
New
|
|
