|
101
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.02M
|
+$1.02M
|
+10,247
|
+102%
|
|
|
102
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.02M
|
+$1.02M
|
+10,247
|
+102%
|
|
|
103
|
MCF Advisors
Covington,
Kentucky
|
$2.01M
|
+$1.38M
|
+13,899
|
+221%
|
|
|
104
|
|
$1.75M
|
+$1.75M
|
+17,644
|
New
|
|
|
105
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.66M
|
+$83K
|
+836
|
+5%
|
|
|
106
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.65M
|
-$263K
|
-2,653
|
-14%
|
|
|
107
|
Independent Financial Group
San Diego,
California
|
$1.54M
|
+$547K
|
+5,513
|
+55%
|
|
|
108
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.49M
|
+$1.46M
|
+14,708
|
+4,838%
|
|
|
109
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.49M
|
+$1.49M
|
+15,001
|
New
|
|
|
110
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.47M
|
+$29.3K
|
+295
|
+2%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$1.44M
|
+$251K
|
+2,528
|
+21%
|
|
|
112
|
Atria Wealth Solutions
New York
|
$1.39M
|
+$1.11M
|
+11,208
|
+406%
|
|
|
113
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.25M
|
+$109K
|
+1,100
|
+10%
|
|
|
114
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.24M
|
+$22K
|
+222
|
+2%
|
|
|
115
|
Smart Money Group
Eastland,
Texas
|
$1.2M
|
+$1.2M
|
+12,064
|
New
|
|
|
116
|
World Equity Group
Schaumburg,
Illinois
|
$1.15M
|
+$49.6K
|
+500
|
+5%
|
|
|
117
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.14M
|
+$255K
|
+2,565
|
+29%
|
|
|
118
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.12M
|
-$1.8M
|
-18,141
|
-62%
|
|
|
119
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.11M
|
+$1.11M
|
+11,198
|
New
|
|
|
120
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.1M
|
+$93.6K
|
+943
|
+9%
|
|
|
121
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.07M
|
+$27.3K
|
+275
|
+3%
|
|
|
122
|
Cetera Advisors
Denver,
Colorado
|
$1.07M
|
+$342K
|
+3,445
|
+47%
|
|
|
123
|
Avantax Advisory Services
Dallas,
Texas
|
$1.04M
|
+$720K
|
+7,252
|
+228%
|
|
|
124
|
Lido Advisors
Los Angeles,
California
|
$1M
|
–
|
–
|
–
|
|
|
125
|
WBH Advisory
Baltimore,
Maryland
|
$964K
|
-$109K
|
-1,100
|
-10%
|
|
