|
101
|
Wealthspan Partners
Davenport,
Iowa
|
$591K
|
+$23.1K
|
+968
|
+4%
|
|
|
102
|
Annapolis Financial Services
Annapolis,
Maryland
|
$550K
|
+$51.6K
|
+2,159
|
+11%
|
|
|
103
|
Cardiff Park Advisors
Carlsbad,
California
|
$532K
|
+$28.8K
|
+1,207
|
+6%
|
|
|
104
|
Caprock Group
Boise,
Idaho
|
$513K
|
+$1.5K
|
+63
|
+0.3%
|
|
|
105
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$512K
|
+$10.7K
|
+449
|
+2%
|
|
|
106
|
Andrews Lucia Wealth Management
Danville,
California
|
$507K
|
-$32.9K
|
-1,375
|
-7%
|
|
|
107
|
Osaic Holdings
Scottsdale,
Arizona
|
$499K
|
-$2.29M
|
-95,687
|
-83%
|
|
|
108
|
Meritas Wealth Management
Larkspur,
California
|
$477K
|
+$444K
|
+18,596
|
New
|
|
|
109
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$472K
|
+$114K
|
+4,786
|
+35%
|
|
|
110
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$460K
|
–
|
–
|
–
|
|
|
111
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$459K
|
+$427K
|
+17,880
|
New
|
|
|
112
|
Dopkins Wealth Management
Williamsville,
New York
|
$424K
|
+$111K
|
+4,647
|
+39%
|
|
|
113
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$416K
|
-$18.1M
|
-757,838
|
-98%
|
|
|
114
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$404K
|
+$376K
|
+15,735
|
New
|
|
|
115
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$388K
|
+$1.34K
|
+56
|
+0.4%
|
|
|
116
|
Clarius Group LLC
Seattle,
Washington
|
$384K
|
+$358K
|
+14,963
|
New
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$372K
|
+$127K
|
+5,321
|
+58%
|
|
|
118
|
Gemmer Asset Management
Walnut Creek,
California
|
$367K
|
-$13.4K
|
-559
|
-4%
|
|
|
119
|
Kestra Advisory Services
Austin,
Texas
|
$367K
|
+$66.3K
|
+2,775
|
+24%
|
|
|
120
|
GEM Asset Management
Plymouth,
Michigan
|
$365K
|
+$1.29K
|
+54
|
+0.4%
|
|
|
121
|
Cresset Asset Management
Chicago,
Illinois
|
$319K
|
-$38K
|
-1,590
|
-11%
|
|
|
122
|
CGN Advisors
Manhattan,
Kansas
|
$314K
|
–
|
–
|
–
|
|
|
123
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$312K
|
-$23.9K
|
-999
|
-8%
|
|
|
124
|
Breakwater Capital Group
Paramus,
New Jersey
|
$300K
|
+$285K
|
+11,921
|
New
|
|
|
125
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$286K
|
+$267K
|
+11,160
|
New
|
|
