|
101
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$3.33M
|
+$195K
|
+4,822
|
+6%
|
|
|
102
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.29M
|
-$151K
|
-3,735
|
-4%
|
|
|
103
|
Drive Wealth Management
Lehi,
Utah
|
$3.25M
|
+$177K
|
+4,391
|
+6%
|
|
|
104
|
|
$3.25M
|
-$1.18M
|
-29,335
|
-27%
|
|
|
105
|
Elmwood Wealth Management
Berkeley,
California
|
$3.24M
|
–
|
–
|
–
|
|
|
106
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.01M
|
+$80.2K
|
+1,986
|
+3%
|
|
|
107
|
Community Trust & Investment
Versailles,
Kentucky
|
$2.78M
|
+$212K
|
+5,250
|
+8%
|
|
|
108
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.72M
|
-$16.7K
|
-414
|
-0.6%
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
$2.57M
|
+$405K
|
+10,033
|
+19%
|
|
|
110
|
Stephens Inc
Little Rock,
Arkansas
|
$2.57M
|
-$100K
|
-2,479
|
-4%
|
|
|
111
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.52M
|
+$57.1K
|
+1,415
|
+2%
|
|
|
112
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.35M
|
-$371K
|
-9,182
|
-14%
|
|
|
113
|
Mariner
Overland Park,
Kansas
|
$2.33M
|
+$52.5K
|
+1,301
|
+2%
|
|
|
114
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.22M
|
-$11.7K
|
-290
|
-0.5%
|
|
|
115
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.21M
|
-$60K
|
-1,486
|
-3%
|
|
|
116
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.11M
|
+$465K
|
+11,515
|
+29%
|
|
|
117
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$2.05M
|
–
|
–
|
–
|
|
|
118
|
Prostatis Group
Hanover,
Maryland
|
$1.92M
|
+$24.1K
|
+597
|
+1%
|
|
|
119
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.8M
|
+$156K
|
+3,858
|
+10%
|
|
|
120
|
Fidelity Investments
Boston,
Massachusetts
|
$1.78M
|
+$212K
|
+5,257
|
+14%
|
|
|
121
|
Emerald Advisors
Bellevue,
Washington
|
$1.76M
|
-$8.2K
|
-203
|
-0.5%
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
$1.72M
|
+$1.21M
|
+29,895
|
+252%
|
|
|
123
|
Private Trust Company
Cleveland,
Ohio
|
$1.54M
|
+$1.37M
|
+33,997
|
+968%
|
|
|
124
|
Maia Wealth
Denver,
Colorado
|
$1.51M
|
-$410K
|
-10,145
|
-22%
|
|
|
125
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.5M
|
+$247K
|
+6,115
|
+20%
|
|
