|
101
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.23M
|
-$89.9K
|
-733
|
-7%
|
|
|
102
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.23M
|
+$757K
|
+6,176
|
+143%
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$1.21M
|
-$27.4K
|
-223
|
-2%
|
|
|
104
|
Financial Network Wealth Management
Draper,
Utah
|
$1.18M
|
+$28.9K
|
+236
|
+2%
|
|
|
105
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.15M
|
-$79.7K
|
-650
|
-6%
|
|
|
106
|
Private Trust Company
Cleveland,
Ohio
|
$1.14M
|
+$37.7K
|
+307
|
+3%
|
|
|
107
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.05M
|
+$200K
|
+1,627
|
+22%
|
|
|
108
|
Tripletail Wealth Management
Orlando,
Florida
|
$1.02M
|
+$1.06M
|
+8,668
|
New
|
|
|
109
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$974K
|
+$510K
|
+4,162
|
+100%
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$971K
|
+$48.9K
|
+399
|
+5%
|
|
|
111
|
Richardson Financial Services
Medway,
Massachusetts
|
$933K
|
-$10.2K
|
-83
|
-1%
|
|
|
112
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$903K
|
+$157K
|
+1,281
|
+20%
|
|
|
113
|
Goodman Advisory Group
Needham,
Massachusetts
|
$868K
|
+$336K
|
+2,741
|
+59%
|
|
|
114
|
BAM Wealth Management
Lakewood,
Colorado
|
$834K
|
-$23.3K
|
-190
|
-3%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$827K
|
+$568K
|
+4,632
|
+191%
|
|
|
116
|
Rockefeller Capital Management
New York
|
$824K
|
-$370K
|
-3,014
|
-30%
|
|
|
117
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$802K
|
+$13.7K
|
+112
|
+2%
|
|
|
118
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$760K
|
–
|
–
|
–
|
|
|
119
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$750K
|
+$785K
|
+6,402
|
New
|
|
|
120
|
World Investment Advisors
Santa Barbara,
California
|
$731K
|
+$41.5K
|
+338
|
+6%
|
|
|
121
|
Ascension Capital Advisors
Houston,
Texas
|
$723K
|
+$757K
|
+6,170
|
New
|
|
|
122
|
Stifel Financial
St. Louis,
Missouri
|
$718K
|
+$49.4K
|
+403
|
+7%
|
|
|
123
|
KFA Private Wealth Group
Tysons,
Virginia
|
$697K
|
+$350K
|
+2,851
|
+92%
|
|
|
124
|
Semus Wealth Partners
Boca Raton,
Florida
|
$656K
|
+$21.2K
|
+173
|
+3%
|
|
|
125
|
Independent Financial Group
San Diego,
California
|
$653K
|
+$185K
|
+1,506
|
+37%
|
|
