|
101
|
Creative Planning
Overland Park,
Kansas
|
$575K
|
-$24.3K
|
-651
|
-4%
|
|
|
102
|
Wealthcare Capital Management
Richmond,
Virginia
|
$550K
|
+$38.4K
|
+1,030
|
+7%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$538K
|
-$5.92K
|
-159
|
-1%
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$523K
|
-$107K
|
-2,882
|
-17%
|
|
|
105
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$521K
|
+$64.7K
|
+1,736
|
+14%
|
|
|
106
|
Garrison Point Advisors
Walnut Creek,
California
|
$484K
|
+$123K
|
+3,288
|
+33%
|
|
|
107
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$481K
|
+$48.7K
|
+1,307
|
+11%
|
|
|
108
|
TD Private Client Wealth
New York
|
$418K
|
+$380K
|
+10,209
|
+845%
|
|
|
109
|
Spearhead Capital Advisors
Wellington,
Florida
|
$409K
|
+$416K
|
+11,176
|
New
|
|
|
110
|
Two Sigma Securities
New York
|
$403K
|
+$410K
|
+11,013
|
New
|
|
|
111
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$391K
|
+$124K
|
+3,330
|
+45%
|
|
|
112
|
Winning Points Advisors
Boca Raton,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
113
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$376K
|
+$3.76K
|
+101
|
+1%
|
|
|
114
|
Rockefeller Capital Management
New York
|
$366K
|
+$24.1K
|
+647
|
+7%
|
|
|
115
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$364K
|
-$80K
|
-2,148
|
-18%
|
|
|
116
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$359K
|
–
|
–
|
–
|
|
|
117
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$357K
|
+$99.8K
|
+2,678
|
+38%
|
|
|
118
|
Well Done LLC
Holland,
Michigan
|
$345K
|
–
|
–
|
–
|
|
|
119
|
|
$341K
|
+$110K
|
+2,956
|
+46%
|
|
|
120
|
3D/L Capital Management
Hartford,
Connecticut
|
$310K
|
+$83.8K
|
+2,250
|
+36%
|
|
|
121
|
Moors & Cabot
Boston,
Massachusetts
|
$304K
|
-$7.71K
|
-207
|
-2%
|
|
|
122
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$293K
|
–
|
–
|
–
|
|
|
123
|
Busey Bank
Urbana,
Illinois
|
$292K
|
+$45.3K
|
+1,217
|
+18%
|
|
|
124
|
Washington Trust
Westerly,
Rhode Island
|
$289K
|
–
|
–
|
–
|
|
|
125
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$276K
|
+$76.5K
|
+2,053
|
+37%
|
|
