|
101
|
RFG Advisory
Birmingham,
Alabama
|
$18.8M
|
+$726K
|
+7,949
|
+4%
|
|
|
102
|
KeyBank National Association
Cleveland,
Ohio
|
$18.7M
|
+$737K
|
+8,071
|
+4%
|
|
|
103
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.5M
|
-$69.7M
|
-762,678
|
-78%
|
|
|
104
|
Spectrum Management Group
Indianapolis,
Indiana
|
$18.3M
|
-$7.05M
|
-77,183
|
-26%
|
|
|
105
|
Liberty Wealth Management
Oakland,
California
|
$17.8M
|
+$443K
|
+4,855
|
+2%
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$17.7M
|
+$709K
|
+7,766
|
+4%
|
|
|
107
|
Neuberger Berman Group
New York
|
$17M
|
+$14.3K
|
+157
|
+0.1%
|
|
|
108
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.9M
|
+$4.59M
|
+50,235
|
+33%
|
|
|
109
|
Avantax Advisory Services
Dallas,
Texas
|
$16.6M
|
+$2.59M
|
+28,369
|
+17%
|
|
|
110
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.3M
|
+$384K
|
+4,204
|
+2%
|
|
|
111
|
Summit X LLC
Chesterfield,
Missouri
|
$16M
|
-$10.4K
|
-114
|
-0.1%
|
|
|
112
|
Perigon Wealth Management
San Francisco,
California
|
$15.8M
|
+$270K
|
+2,960
|
+2%
|
|
|
113
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$15.5M
|
+$3.65K
|
+40
|
+0%
|
|
|
114
|
WealthShield Partners
Cary,
North Carolina
|
$15.4M
|
+$78K
|
+854
|
+0.5%
|
|
|
115
|
SigFig Wealth Management
San Francisco,
California
|
$15.3M
|
-$237K
|
-2,592
|
-2%
|
|
|
116
|
Highland Private Wealth Management
Bellevue,
Washington
|
$15M
|
+$42K
|
+460
|
+0.3%
|
|
|
117
|
SEI Investments
Oaks,
Pennsylvania
|
$15M
|
+$37.9K
|
+415
|
+0.2%
|
|
|
118
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$14.7M
|
+$164K
|
+1,790
|
+1%
|
|
|
119
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$14.1M
|
+$328K
|
+3,592
|
+2%
|
|
|
120
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$14M
|
+$1.03M
|
+11,295
|
+7%
|
|
|
121
|
IMPACTfolio
Denver,
Colorado
|
$14M
|
+$672K
|
+7,354
|
+5%
|
|
|
122
|
Crown Wealth Group
Charlotte,
North Carolina
|
$13.7M
|
+$1.76M
|
+19,245
|
+13%
|
|
|
123
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$13.6M
|
+$1.11M
|
+12,123
|
+8%
|
|
|
124
|
Harbour Investments
Madison,
Wisconsin
|
$12.7M
|
+$13.8M
|
+150,910
|
New
|
|
|
125
|
Waypoint Wealth Partners
Mill Valley,
California
|
$12.4M
|
+$7.7M
|
+84,275
|
+132%
|
|
