|
26
|
25 LLC
St. Louis,
Missouri
|
$615K
|
+$2.5K
|
+25
|
+0.4%
|
|
|
27
|
Maia Wealth
Denver,
Colorado
|
$590K
|
+$592K
|
+5,914
|
New
|
|
|
28
|
Timonier Family Office
Winston Salem,
North Carolina
|
$587K
|
+$591K
|
+5,907
|
New
|
|
|
29
|
Avantax Planning Partners
Dubuque,
Iowa
|
$586K
|
+$590K
|
+5,899
|
New
|
|
|
30
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$502K
|
+$505K
|
+5,050
|
New
|
|
|
31
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$475K
|
-$60K
|
-600
|
-11%
|
|
|
32
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$448K
|
–
|
–
|
–
|
|
|
33
|
Beacon Pointe Advisors
Newport Beach,
California
|
$435K
|
-$120K
|
-1,199
|
-22%
|
|
|
34
|
Gordian Advisors
Tucson,
Arizona
|
$429K
|
+$432K
|
+4,313
|
New
|
|
|
35
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$415K
|
+$418K
|
+4,176
|
New
|
|
|
36
|
Kestra Private Wealth Services
Austin,
Texas
|
$383K
|
+$86.3K
|
+862
|
+29%
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$354K
|
+$356K
|
+3,560
|
New
|
|
|
38
|
New Republic Capital
Charlotte,
North Carolina
|
$344K
|
+$346K
|
+3,460
|
New
|
|
|
39
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$318K
|
+$195K
|
+1,945
|
+156%
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$312K
|
+$314K
|
+3,142
|
New
|
|
|
41
|
Valeo Financial Advisors
Carmel,
Indiana
|
$310K
|
+$312K
|
+3,120
|
New
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$303K
|
+$166K
|
+1,660
|
+120%
|
|
|
43
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$295K
|
+$297K
|
+2,965
|
New
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$283K
|
+$285K
|
+2,850
|
New
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$271K
|
-$132K
|
-1,315
|
-33%
|
|
|
46
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$268K
|
+$270K
|
+2,700
|
New
|
|
|
47
|
IFG Advisory
Atlanta,
Georgia
|
$258K
|
+$260K
|
+2,600
|
New
|
|
|
48
|
Lakewood Asset Management
Naperville,
Illinois
|
$249K
|
+$2.2K
|
+22
|
+0.9%
|
|
|
49
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$247K
|
–
|
–
|
–
|
|
|
50
|
Silver Oak Advisory Group
Portland,
Oregon
|
$221K
|
–
|
–
|
–
|
|
