|
76
|
Bank of America
Charlotte,
North Carolina
|
$8.78M
|
+$7.78M
|
+374,412
|
+1,164%
|
|
|
77
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$8.68M
|
-$16.5K
|
-794
|
-0.2%
|
|
|
78
|
Sensible Money
Scottsdale,
Arizona
|
$8.61M
|
+$8.28M
|
+398,443
|
New
|
|
|
79
|
Mather Group
Chicago,
Illinois
|
$8.5M
|
-$2.27M
|
-109,158
|
-22%
|
|
|
80
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$8.25M
|
+$104K
|
+5,025
|
+1%
|
|
|
81
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.01M
|
+$323K
|
+15,543
|
+4%
|
|
|
82
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8M
|
-$91K
|
-4,379
|
-1%
|
|
|
83
|
Cahill Financial Advisors
Edina,
Minnesota
|
$7.95M
|
+$1.82M
|
+87,654
|
+31%
|
|
|
84
|
Truepoint Inc
Cincinnati,
Ohio
|
$7.89M
|
-$29.9K
|
-1,436
|
-0.4%
|
|
|
85
|
Claris Advisors
St. Louis,
Missouri
|
$7.87M
|
-$233K
|
-11,214
|
-3%
|
|
|
86
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.79M
|
+$7.49M
|
+360,445
|
New
|
|
|
87
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$7.3M
|
+$7.03M
|
+338,063
|
New
|
|
|
88
|
Mariner
Overland Park,
Kansas
|
$7.27M
|
+$563K
|
+27,064
|
+9%
|
|
|
89
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.26M
|
-$507K
|
-24,399
|
-7%
|
|
|
90
|
Ruedi Wealth Management
Champaign,
Illinois
|
$7.26M
|
+$6.99M
|
+336,301
|
New
|
|
|
91
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.24M
|
+$1.35M
|
+65,099
|
+24%
|
|
|
92
|
Financial Connections Group
Corte Madera,
California
|
$7.13M
|
+$411K
|
+19,786
|
+6%
|
|
|
93
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.94M
|
+$4.49K
|
+216
|
+0.1%
|
|
|
94
|
Creative Planning
Overland Park,
Kansas
|
$6.9M
|
+$1.99M
|
+95,916
|
+43%
|
|
|
95
|
Warwick Investment Management
Bryan,
Texas
|
$6.82M
|
+$9.88K
|
+475
|
+0.2%
|
|
|
96
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.61M
|
+$1.56M
|
+74,999
|
+32%
|
|
|
97
|
Truist Financial
Charlotte,
North Carolina
|
$6.6M
|
+$815K
|
+39,215
|
+15%
|
|
|
98
|
Silver Oak Advisory Group
Portland,
Oregon
|
$6.59M
|
-$183K
|
-8,799
|
-3%
|
|
|
99
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$6.55M
|
–
|
–
|
–
|
|
|
100
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.47M
|
+$968K
|
+46,547
|
+18%
|
|
