|
101
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$685K
|
+$14.3K
|
+222
|
+2%
|
|
|
102
|
Tempus Wealth Planning
Irvine,
California
|
$683K
|
+$23.2K
|
+361
|
+4%
|
|
|
103
|
Clear Creek Financial Management
Silverdale,
Washington
|
$683K
|
+$50.4K
|
+784
|
+8%
|
|
|
104
|
Atria Wealth Solutions
New York
|
$644K
|
+$29.7K
|
+462
|
+5%
|
|
|
105
|
WealthPLAN Partners
Omaha,
Nebraska
|
$639K
|
+$114K
|
+1,777
|
+23%
|
|
|
106
|
Naples Global Advisors
Naples,
Florida
|
$633K
|
-$18.7K
|
-290
|
-3%
|
|
|
107
|
|
$629K
|
-$148K
|
-2,300
|
-20%
|
|
|
108
|
Renaissance Technologies
New York
|
$590K
|
+$573K
|
+8,900
|
New
|
|
|
109
|
SimpliFi Inc
San Diego,
California
|
$576K
|
+$7.85K
|
+122
|
+1%
|
|
|
110
|
Envestnet Asset Management
Chicago,
Illinois
|
$575K
|
-$260K
|
-4,036
|
-32%
|
|
|
111
|
Avior Wealth Management
Omaha,
Nebraska
|
$557K
|
-$9.78K
|
-152
|
-2%
|
|
|
112
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$556K
|
+$81K
|
+1,259
|
+18%
|
|
|
113
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$555K
|
–
|
–
|
–
|
|
|
114
|
Brighton Jones LLC
Seattle,
Washington
|
$552K
|
-$13.8K
|
-215
|
-3%
|
|
|
115
|
Valmark Advisers
Akron,
Ohio
|
$550K
|
+$2.25K
|
+35
|
+0.4%
|
|
|
116
|
Lodestar Private Asset Management
Alamo,
California
|
$538K
|
-$16K
|
-249
|
-3%
|
|
|
117
|
High Falls Advisors
Rochester,
New York
|
$532K
|
+$9.52K
|
+148
|
+2%
|
|
|
118
|
Tarbox Family Office
Newport Beach,
California
|
$517K
|
-$6.75K
|
-105
|
-1%
|
|
|
119
|
Oxford Financial Group
Carmel,
Indiana
|
$510K
|
-$184K
|
-2,853
|
-27%
|
|
|
120
|
World Equity Group
Schaumburg,
Illinois
|
$508K
|
+$302K
|
+4,695
|
+158%
|
|
|
121
|
Forte Asset Management
Bedford,
New York
|
$496K
|
+$3.22K
|
+50
|
+0.7%
|
|
|
122
|
Trivium Point Advisory
Westport,
Connecticut
|
$494K
|
+$7.91K
|
+123
|
+2%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$493K
|
-$161K
|
-2,496
|
-25%
|
|
|
124
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$490K
|
+$9.84K
|
+153
|
+2%
|
|
|
125
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$469K
|
+$13K
|
+202
|
+3%
|
|
