|
101
|
|
$446K
|
–
|
–
|
–
|
|
|
102
|
Mutual Advisors
Omaha,
Nebraska
|
$436K
|
+$149K
|
+1,015
|
+69%
|
|
|
103
|
Davis Investment Partners
Charlotte,
North Carolina
|
$432K
|
–
|
–
|
–
|
|
|
104
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$427K
|
-$15.1K
|
-103
|
-4%
|
|
|
105
|
FAS Wealth Partners
Leawood,
Kansas
|
$397K
|
+$351K
|
+2,400
|
New
|
|
|
106
|
Meeder Advisory Services
Dublin,
Ohio
|
$392K
|
-$127K
|
-869
|
-27%
|
|
|
107
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$390K
|
-$878
|
-6
|
-0.3%
|
|
|
108
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$376K
|
–
|
–
|
–
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$374K
|
+$331K
|
+2,259
|
New
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$366K
|
+$288K
|
+1,966
|
+799%
|
|
|
111
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$364K
|
+$65K
|
+444
|
+25%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$364K
|
+$14K
|
+96
|
+5%
|
|
|
113
|
Synergy Asset Management
Vancouver,
Washington
|
$346K
|
+$306K
|
+2,094
|
New
|
|
|
114
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$346K
|
+$22K
|
+150
|
+8%
|
|
|
115
|
Corient Private Wealth
Miami,
Florida
|
$346K
|
+$19.5K
|
+133
|
+7%
|
|
|
116
|
William Blair & Company
Chicago,
Illinois
|
$342K
|
+$41.7K
|
+285
|
+16%
|
|
|
117
|
XML Financial
Bethesda,
Maryland
|
$339K
|
–
|
–
|
–
|
|
|
118
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$336K
|
-$50.6K
|
-346
|
-15%
|
|
|
119
|
SS&H Financial Advisors
Troy,
Michigan
|
$331K
|
–
|
–
|
–
|
|
|
120
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$319K
|
–
|
–
|
–
|
|
|
121
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$319K
|
-$878
|
-6
|
-0.3%
|
|
|
122
|
Security National Bank
Omaha,
Nebraska
|
$309K
|
+$273K
|
+1,865
|
New
|
|
|
123
|
Perennial Investment Advisors
Los Angeles,
California
|
$301K
|
–
|
–
|
–
|
|
|
124
|
Perigon Wealth Management
San Francisco,
California
|
$297K
|
–
|
–
|
–
|
|
|
125
|
Dopkins Wealth Management
Williamsville,
New York
|
$285K
|
–
|
–
|
–
|
|
