|
76
|
Mariner
Overland Park,
Kansas
|
$2.51M
|
-$100K
|
-1,482
|
-4%
|
|
|
77
|
Beaumont Asset Management
Beaumont,
Texas
|
$2.5M
|
+$17K
|
+251
|
+0.7%
|
|
|
78
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.29M
|
+$14.8K
|
+219
|
+0.7%
|
|
|
79
|
Creative Planning
Overland Park,
Kansas
|
$2.26M
|
+$1.32M
|
+19,560
|
+152%
|
|
|
80
|
Truist Financial
Charlotte,
North Carolina
|
$2.2M
|
-$887K
|
-13,097
|
-29%
|
|
|
81
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.13M
|
–
|
–
|
–
|
|
|
82
|
Marotta Asset Management
Charlottesville,
Virginia
|
$2.07M
|
+$183K
|
+2,701
|
+10%
|
|
|
83
|
Lynch & Associates
Newburgh,
Indiana
|
$2.06M
|
+$145K
|
+2,141
|
+8%
|
|
|
84
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.94M
|
–
|
–
|
–
|
|
|
85
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.94M
|
+$5.21K
|
+77
|
+0.3%
|
|
|
86
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.91M
|
+$104K
|
+1,537
|
+6%
|
|
|
87
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.88M
|
+$110K
|
+1,625
|
+6%
|
|
|
88
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.84M
|
+$46K
|
+679
|
+3%
|
|
|
89
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.83M
|
-$540K
|
-7,975
|
-23%
|
|
|
90
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.77M
|
-$24.9K
|
-368
|
-1%
|
|
|
91
|
Atlas Brown
Louisville,
Kentucky
|
$1.58M
|
-$6.71K
|
-99
|
-0.4%
|
|
|
92
|
VCI Wealth Management
St Louis,
Missouri
|
$1.52M
|
-$277K
|
-4,093
|
-16%
|
|
|
93
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.51M
|
-$240K
|
-3,537
|
-14%
|
|
|
94
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.48M
|
+$796K
|
+11,748
|
+124%
|
|
|
95
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.46M
|
–
|
–
|
–
|
|
|
96
|
Principal Securities
Des Moines,
Iowa
|
$1.46M
|
+$118K
|
+1,745
|
+9%
|
|
|
97
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.45M
|
-$246K
|
-3,634
|
-15%
|
|
|
98
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.45M
|
-$180K
|
-2,654
|
-11%
|
|
|
99
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.43M
|
+$19K
|
+281
|
+1%
|
|
|
100
|
KCM Investment Advisors
Greenbrae,
California
|
$1.39M
|
+$406
|
+6
|
+0%
|
|
