|
1001
|
Wood Tarver Financial Group
Boise,
Idaho
|
$739K
|
+$689
|
+13
|
+0.1%
|
|
|
1002
|
Principle Wealth Partners
Madison,
Connecticut
|
$739K
|
+$4.34K
|
+82
|
+0.6%
|
|
|
1003
|
Bulwark Capital
Fernandina Beach,
Florida
|
$737K
|
–
|
–
|
–
|
|
|
1004
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$736K
|
-$29.4K
|
-555
|
-4%
|
|
|
1005
|
Lion Street Advisors
Austin,
Texas
|
$735K
|
+$592K
|
+11,174
|
+158%
|
|
|
1006
|
True Vision MN
Woodbury,
Minnesota
|
$735K
|
-$804K
|
-15,180
|
-53%
|
|
|
1007
|
MCF Advisors
Covington,
Kentucky
|
$734K
|
–
|
–
|
–
|
|
|
1008
|
OneAscent Family Office
Birmingham,
Alabama
|
$730K
|
+$45K
|
+849
|
+7%
|
|
|
1009
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$729K
|
+$23.8K
|
+450
|
+3%
|
|
|
1010
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$726K
|
–
|
–
|
–
|
|
|
1011
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$725K
|
-$93K
|
-1,756
|
-12%
|
|
|
1012
|
SIH Partners
Wilmington,
Delaware
|
$722K
|
+$710K
|
+13,407
|
New
|
|
|
1013
|
Moment Partners
San Francisco,
California
|
$722K
|
–
|
–
|
–
|
|
|
1014
|
Sterneck Capital Management
Kansas City,
Missouri
|
$722K
|
-$37.1K
|
-700
|
-5%
|
|
|
1015
|
Russell Investments Group
London,
United Kingdom
|
$718K
|
+$172K
|
+3,246
|
+32%
|
|
|
1016
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$717K
|
+$705K
|
+13,314
|
New
|
|
|
1017
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$716K
|
+$41.4K
|
+781
|
+6%
|
|
|
1018
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$714K
|
-$8.8K
|
-166
|
-1%
|
|
|
1019
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$712K
|
+$76.6K
|
+1,445
|
+12%
|
|
|
1020
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$712K
|
-$36.1K
|
-681
|
-5%
|
|
|
1021
|
XY Capital
Central,
Hong Kong
|
$710K
|
+$402K
|
+7,596
|
+136%
|
|
|
1022
|
Morangie Management
Vero Beach,
Florida
|
$710K
|
–
|
–
|
–
|
|
|
1023
|
Caldwell Trust
Venice,
Florida
|
$709K
|
+$32.3K
|
+610
|
+5%
|
|
|
1024
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$709K
|
-$742
|
-14
|
-0.1%
|
|
|
1025
|
SWMG LLC
Fort Worth,
Texas
|
$707K
|
-$91.1K
|
-1,720
|
-11%
|
|
