|
101
|
Capital Planning Advisors
Roseville,
California
|
$600K
|
–
|
–
|
–
|
|
|
102
|
Everhart Financial Group
Dublin,
Ohio
|
$596K
|
+$601K
|
+2,296
|
New
|
|
|
103
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$588K
|
+$262
|
+1
|
+0%
|
|
|
104
|
American Investment Services
Great Barrington,
Massachusetts
|
$577K
|
+$1.57K
|
+6
|
+0.3%
|
|
|
105
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$548K
|
–
|
–
|
–
|
|
|
106
|
Comerica Bank
Dallas,
Texas
|
$537K
|
+$541K
|
+2,067
|
New
|
|
|
107
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$517K
|
+$521K
|
+1,992
|
New
|
|
|
108
|
Paulson Wealth Management
Wheaton,
Illinois
|
$494K
|
–
|
–
|
–
|
|
|
109
|
Corundum Trust Company
Sioux Falls,
South Dakota
|
$491K
|
–
|
–
|
–
|
|
|
110
|
Citadel Advisors
Miami,
Florida
|
$487K
|
+$491K
|
+1,876
|
New
|
|
|
111
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$483K
|
+$23K
|
+88
|
+5%
|
|
|
112
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$473K
|
-$15.4K
|
-59
|
-3%
|
|
|
113
|
BOK Financial Private Wealth
Denver,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
114
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$458K
|
–
|
–
|
–
|
|
|
115
|
Atria Wealth Solutions
New York
|
$443K
|
+$7.33K
|
+28
|
+2%
|
|
|
116
|
Precedent Wealth Partners
Houston,
Texas
|
$435K
|
-$31.7K
|
-121
|
-7%
|
|
|
117
|
Moran Wealth Management
Naples,
Florida
|
$424K
|
+$427K
|
+1,632
|
New
|
|
|
118
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$420K
|
+$423K
|
+1,616
|
New
|
|
|
119
|
Nilsine Partners
Greenwood Village,
Colorado
|
$399K
|
+$36.6K
|
+140
|
+10%
|
|
|
120
|
Atomi Financial Group
New York
|
$384K
|
–
|
–
|
–
|
|
|
121
|
Brookstone Capital Management
Wheaton,
Illinois
|
$366K
|
+$1.05K
|
+4
|
+0.3%
|
|
|
122
|
EP Wealth Advisors
Torrance,
California
|
$356K
|
–
|
–
|
–
|
|
|
123
|
Mercer Global Advisors
Denver,
Colorado
|
$351K
|
-$3.14K
|
-12
|
-0.9%
|
|
|
124
|
Coldstream Capital Management
Bellevue,
Washington
|
$345K
|
–
|
–
|
–
|
|
|
125
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$344K
|
+$262
|
+1
|
+0.1%
|
|
