|
101
|
Creative Planning
Overland Park,
Kansas
|
$331K
|
+$5.28K
|
+122
|
+2%
|
|
|
102
|
|
$321K
|
–
|
–
|
–
|
|
|
103
|
Wharton Business Group
Malvern,
Pennsylvania
|
$319K
|
–
|
–
|
–
|
|
|
104
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$310K
|
-$18.1K
|
-417
|
-5%
|
|
|
105
|
ETFidea
Syracuse,
New York
|
$304K
|
-$29.2K
|
-675
|
-9%
|
|
|
106
|
Dentgroup
Baton Rouge,
Louisiana
|
$299K
|
+$3.16K
|
+73
|
+1%
|
|
|
107
|
CVA Family Office
Denver,
Colorado
|
$296K
|
–
|
–
|
–
|
|
|
108
|
Stifel Financial
St. Louis,
Missouri
|
$295K
|
-$21.7K
|
-501
|
-7%
|
|
|
109
|
Montag & Associates
Atlanta,
Georgia
|
$291K
|
–
|
–
|
–
|
|
|
110
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$287K
|
–
|
–
|
–
|
|
|
111
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$280K
|
-$86.3K
|
-1,994
|
-23%
|
|
|
112
|
Arlington Partners
Birmingham,
Alabama
|
$273K
|
-$266K
|
-6,146
|
-49%
|
|
|
113
|
Kestra Advisory Services
Austin,
Texas
|
$266K
|
+$272K
|
+6,287
|
New
|
|
|
114
|
Schroder Investment Management Group
London,
United Kingdom
|
$259K
|
+$5.63K
|
+130
|
+2%
|
|
|
115
|
|
$245K
|
+$736
|
+17
|
+0.3%
|
|
|
116
|
VERITY Wealth Advisors
Sausalito,
United States
|
$242K
|
–
|
–
|
–
|
|
|
117
|
Synovus Financial
Columbus,
Georgia
|
$242K
|
+$520
|
+12
|
+0.2%
|
|
|
118
|
Strait & Sound Wealth Management
San Francisco,
California
|
$232K
|
–
|
–
|
–
|
|
|
119
|
The Family Firm
Bethesda,
Maryland
|
$228K
|
+$3.64K
|
+84
|
+2%
|
|
|
120
|
Private Advisor Group
Morristown,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
|
121
|
|
$211K
|
-$30.2K
|
-698
|
-12%
|
|
|
122
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$185K
|
-$11.8K
|
-272
|
-6%
|
|
|
123
|
Financial Management Professionals
Austin,
Texas
|
$163K
|
-$3.51M
|
-81,148
|
-95%
|
|
|
124
|
Central Trust Company
Jefferson City,
Missouri
|
$154K
|
-$13K
|
-300
|
-8%
|
|
|
125
|
Cambridge Trust
Cambridge,
Massachusetts
|
$153K
|
+$61.6K
|
+1,423
|
+64%
|
|
