|
76
|
Gradient Capital Advisors
San Diego,
California
|
$3.57M
|
-$91.3K
|
-1,960
|
-3%
|
|
|
77
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$3.15M
|
+$3.12M
|
+66,934
|
New
|
|
|
78
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$3.1M
|
+$523K
|
+11,231
|
+21%
|
|
|
79
|
Family Wealth Partners
Matthews,
North Carolina
|
$2.94M
|
+$2.92M
|
+62,621
|
New
|
|
|
80
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.87M
|
-$1.03M
|
-22,014
|
-26%
|
|
|
81
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.87M
|
-$1.03M
|
-22,014
|
-26%
|
|
|
82
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.72M
|
+$265K
|
+5,698
|
+11%
|
|
|
83
|
SageView Advisory Group
Newport Beach,
California
|
$2.72M
|
-$2.69M
|
-57,786
|
Closed
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$2.68M
|
-$984K
|
-21,130
|
-27%
|
|
|
85
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.58M
|
-$313K
|
-6,727
|
-11%
|
|
|
86
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$2.5M
|
+$2.48M
|
+53,272
|
New
|
|
|
87
|
Essential Planning
Portsmouth,
New Hampshire
|
$2.5M
|
+$496K
|
+10,650
|
+25%
|
|
|
88
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.46M
|
+$666K
|
+14,304
|
+38%
|
|
|
89
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.45M
|
+$402K
|
+8,638
|
+20%
|
|
|
90
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
+$1.67M
|
+35,750
|
+226%
|
|
|
91
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.39M
|
+$734K
|
+15,768
|
+45%
|
|
|
92
|
Shira Ridge Wealth Management
Larkspur,
California
|
$2.32M
|
-$130K
|
-2,789
|
-5%
|
|
|
93
|
Planning Center Inc
Moline,
Illinois
|
$2.29M
|
–
|
–
|
–
|
|
|
94
|
Private Advisor Group
Morristown,
New Jersey
|
$2.25M
|
+$539K
|
+11,567
|
+32%
|
|
|
95
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.23M
|
+$24.4K
|
+524
|
+1%
|
|
|
96
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.14M
|
+$163K
|
+3,500
|
+8%
|
|
|
97
|
WealthSource Partners
San Luis Obispo,
California
|
$2.1M
|
+$232K
|
+4,981
|
+13%
|
|
|
98
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.07M
|
+$5.36K
|
+115
|
+0.3%
|
|
|
99
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.07M
|
+$1.06M
|
+22,849
|
+108%
|
|
|
100
|
PFG Advisors
Phoenix,
Arizona
|
$1.95M
|
+$267K
|
+5,736
|
+16%
|
|
