|
101
|
Kestra Private Wealth Services
Austin,
Texas
|
$352K
|
+$41.9K
|
+1,325
|
+13%
|
|
|
102
|
Disciplined Investments
Tulsa,
Oklahoma
|
$336K
|
–
|
–
|
–
|
|
|
103
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$330K
|
-$4.68K
|
-148
|
-1%
|
|
|
104
|
Accel Wealth Management
Waverly,
Iowa
|
$321K
|
+$285
|
+9
|
+0.1%
|
|
|
105
|
PGIM Custom Harvest
Newark,
New Jersey
|
$306K
|
–
|
–
|
–
|
|
|
106
|
Merit Financial Group
Alpharetta,
Georgia
|
$296K
|
-$918
|
-29
|
-0.3%
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$272K
|
+$78.3K
|
+2,475
|
+38%
|
|
|
108
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$265K
|
+$276K
|
+8,708
|
New
|
|
|
109
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$260K
|
-$4.88K
|
-154
|
-2%
|
|
|
110
|
Mercer Global Advisors
Denver,
Colorado
|
$256K
|
+$5.7K
|
+180
|
+2%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$255K
|
+$90.2K
|
+2,850
|
+51%
|
|
|
112
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$246K
|
-$2.93M
|
-92,523
|
-92%
|
|
|
113
|
Synovus Financial
Columbus,
Georgia
|
$246K
|
+$32.1K
|
+1,014
|
+14%
|
|
|
114
|
Merriman Wealth Management
Seattle,
Washington
|
$226K
|
–
|
–
|
–
|
|
|
115
|
Lynch & Associates
Newburgh,
Indiana
|
$211K
|
+$220K
|
+6,934
|
New
|
|
|
116
|
Parametric Portfolio Associates
Seattle,
Washington
|
$206K
|
+$215K
|
+6,781
|
New
|
|
|
117
|
Beaumont Capital Management
Boston,
Massachusetts
|
$204K
|
+$213K
|
+6,719
|
New
|
|
|
118
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$203K
|
-$4.81K
|
-152
|
-2%
|
|
|
119
|
Fifth Third Securities
Cincinnati,
Ohio
|
$203K
|
+$212K
|
+6,683
|
New
|
|
|
120
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$160K
|
+$167K
|
+5,284
|
New
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$137K
|
+$64K
|
+2,021
|
+81%
|
|
|
122
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$127K
|
-$246K
|
-7,781
|
-65%
|
|
|
123
|
Koshinski Asset Management
Decatur,
Illinois
|
$126K
|
+$131K
|
+4,147
|
New
|
|
|
124
|
Steward Partners Investment Advisory
New York
|
$114K
|
+$222
|
+7
|
+0.2%
|
|
|
125
|
Geneos Wealth Management
Englewood,
Colorado
|
$92K
|
–
|
–
|
–
|
|
