|
76
|
Aspetuck Financial Management
Westport,
Connecticut
|
$4.68M
|
+$4.62M
|
+25,295
|
New
|
|
|
77
|
GeoWealth Management
Chicago,
Illinois
|
$4.56M
|
+$328K
|
+1,792
|
+8%
|
|
|
78
|
Atria Investments
Charlotte,
North Carolina
|
$4.53M
|
-$243K
|
-1,332
|
-5%
|
|
|
79
|
Claro Advisors
Boston,
Massachusetts
|
$4.51M
|
+$241K
|
+1,316
|
+6%
|
|
|
80
|
Prospera Financial Services
Dallas,
Texas
|
$4.49M
|
-$155K
|
-847
|
-3%
|
|
|
81
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.47M
|
+$727K
|
+3,979
|
+20%
|
|
|
82
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.32M
|
-$314K
|
-1,717
|
-7%
|
|
|
83
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.32M
|
-$314K
|
-1,717
|
-7%
|
|
|
84
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.3M
|
-$62.9K
|
-344
|
-1%
|
|
|
85
|
Capital Planning
Bellevue,
Washington
|
$4.2M
|
+$365K
|
+1,998
|
+10%
|
|
|
86
|
Lynch & Associates
Newburgh,
Indiana
|
$4.2M
|
-$26.7K
|
-146
|
-0.6%
|
|
|
87
|
Equitable Holdings
New York
|
$4.2M
|
-$565K
|
-3,093
|
-12%
|
|
|
88
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.09M
|
+$533K
|
+2,918
|
+15%
|
|
|
89
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.07M
|
+$132K
|
+722
|
+3%
|
|
|
90
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.97M
|
-$98.1K
|
-537
|
-2%
|
|
|
91
|
Apexium Financial
Dallas,
Texas
|
$3.9M
|
+$2.38M
|
+13,014
|
+161%
|
|
|
92
|
CX Institutional
Auburn,
Indiana
|
$3.89M
|
+$1.08M
|
+5,923
|
+39%
|
|
|
93
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.87M
|
+$643K
|
+3,520
|
+20%
|
|
|
94
|
Quantinno Capital Management
New York
|
$3.84M
|
+$9.32K
|
+51
|
+0.2%
|
|
|
95
|
MGO One Seven
Beachwood,
Ohio
|
$3.84M
|
-$103K
|
-566
|
-3%
|
|
|
96
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$3.77M
|
+$160K
|
+878
|
+5%
|
|
|
97
|
Bank of New York Mellon
New York
|
$3.75M
|
-$870K
|
-4,759
|
-19%
|
|
|
98
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.61M
|
-$914
|
-5
|
-0%
|
|
|
99
|
Maxele Advisors
Webster Groves,
Missouri
|
$3.57M
|
+$3.53M
|
+19,300
|
New
|
|
|
100
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.54M
|
-$79.7K
|
-436
|
-2%
|
|
