|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$401K
|
-$25.3K
|
-114
|
-6%
|
|
|
102
|
BOK Financial Private Wealth
Denver,
Colorado
|
$389K
|
-$60.3K
|
-272
|
-14%
|
|
|
103
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$387K
|
–
|
–
|
–
|
|
|
104
|
Mercer Global Advisors
Denver,
Colorado
|
$365K
|
-$7.98K
|
-36
|
-2%
|
|
|
105
|
Prospera Financial Services
Dallas,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
106
|
Brookstone Capital Management
Wheaton,
Illinois
|
$345K
|
+$18.8K
|
+85
|
+6%
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$342K
|
+$887
|
+4
|
+0.3%
|
|
|
108
|
Nilsine Partners
Greenwood Village,
Colorado
|
$321K
|
+$306K
|
+1,378
|
New
|
|
|
109
|
United Capital Financial Advisors
Irving,
Texas
|
$317K
|
–
|
–
|
–
|
|
|
110
|
First National Bank of Omaha
Omaha,
Nebraska
|
$314K
|
-$181K
|
-815
|
-39%
|
|
|
111
|
Silver Coast Investments
San Diego,
United States
|
$310K
|
+$295K
|
+1,332
|
New
|
|
|
112
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$308K
|
–
|
–
|
–
|
|
|
113
|
Coldstream Capital Management
Bellevue,
Washington
|
$302K
|
-$1.11M
|
-5,012
|
-79%
|
|
|
114
|
EP Wealth Advisors
Torrance,
California
|
$291K
|
–
|
–
|
–
|
|
|
115
|
Atria Wealth Solutions
New York
|
$289K
|
+$275K
|
+1,241
|
New
|
|
|
116
|
Brighton Jones LLC
Seattle,
Washington
|
$273K
|
-$121K
|
-545
|
-32%
|
|
|
117
|
Belpointe Asset Management
Reno,
Nevada
|
$264K
|
–
|
–
|
–
|
|
|
118
|
American Investment Services
Great Barrington,
Massachusetts
|
$262K
|
+$249K
|
+1,123
|
New
|
|
|
119
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
120
|
Firestone Capital Management
Coral Gables,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
121
|
Atomi Financial Group
New York
|
$248K
|
–
|
–
|
–
|
|
|
122
|
Raymond James Trust
St. Petersburg,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
123
|
AA Financial Advisors
Columbus,
Ohio
|
$245K
|
-$27.3K
|
-123
|
-10%
|
|
|
124
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$245K
|
+$233K
|
+1,050
|
New
|
|
|
125
|
Precedent Wealth Partners
Houston,
Texas
|
$243K
|
+$231K
|
+1,044
|
New
|
|
