|
101
|
Wealthspan Partners
Davenport,
Iowa
|
$708K
|
+$83.8K
|
+3,225
|
+14%
|
|
|
102
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$690K
|
+$50.8K
|
+1,955
|
+8%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$689K
|
+$46.8K
|
+1,802
|
+8%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$669K
|
-$22.9K
|
-883
|
-3%
|
|
|
105
|
SageView Advisory Group
Newport Beach,
California
|
$662K
|
-$9.45K
|
-364
|
-1%
|
|
|
106
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$633K
|
+$91.7K
|
+3,529
|
+18%
|
|
|
107
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$631K
|
+$200K
|
+7,686
|
+49%
|
|
|
108
|
Cardiff Park Advisors
Carlsbad,
California
|
$559K
|
+$156
|
+6
|
+0%
|
|
|
109
|
Caprock Group
Boise,
Idaho
|
$545K
|
+$5.97K
|
+230
|
+1%
|
|
|
110
|
Dopkins Wealth Management
Williamsville,
New York
|
$538K
|
+$89.3K
|
+3,440
|
+21%
|
|
|
111
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$505K
|
+$22.4K
|
+862
|
+5%
|
|
|
112
|
Osaic Holdings
Scottsdale,
Arizona
|
$504K
|
-$18.9K
|
-729
|
-4%
|
|
|
113
|
Summit Wealth Partners
Orlando,
Florida
|
$501K
|
+$256K
|
+9,864
|
+113%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$487K
|
+$98.4K
|
+3,788
|
+26%
|
|
|
115
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$482K
|
–
|
–
|
–
|
|
|
116
|
Angeles Wealth Management
Santa Monica,
California
|
$474K
|
+$271K
|
+10,452
|
+147%
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$404K
|
+$13K
|
+500
|
+3%
|
|
|
118
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$398K
|
-$8.52K
|
-328
|
-2%
|
|
|
119
|
GEM Asset Management
Plymouth,
Michigan
|
$368K
|
+$571
|
+22
|
+0.2%
|
|
|
120
|
SignatureFD
Atlanta,
Georgia
|
$349K
|
+$337K
|
+12,960
|
New
|
|
|
121
|
Cresset Asset Management
Chicago,
Illinois
|
$347K
|
+$12.3K
|
+475
|
+4%
|
|
|
122
|
CGN Advisors
Manhattan,
Kansas
|
$340K
|
+$9.63K
|
+371
|
+3%
|
|
|
123
|
Gemmer Asset Management
Walnut Creek,
California
|
$339K
|
-$44.3K
|
-1,705
|
-12%
|
|
|
124
|
|
$337K
|
+$41.1K
|
+1,581
|
+14%
|
|
|
125
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$288K
|
-$37.8K
|
-1,456
|
-12%
|
|
