|
101
|
Old Port Advisors
Portland,
Maine
|
$2.07M
|
-$172K
|
-7,530
|
-8%
|
|
|
102
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$2.05M
|
+$164K
|
+7,149
|
+9%
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$2.02M
|
+$232K
|
+10,145
|
+13%
|
|
|
104
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$2M
|
+$40.9K
|
+1,789
|
+2%
|
|
|
105
|
|
$1.95M
|
+$25.2K
|
+1,100
|
+1%
|
|
|
106
|
Keeler Thomas Management
Orem,
Utah
|
$1.84M
|
-$23.4K
|
-1,024
|
-1%
|
|
|
107
|
Drive Wealth Management
Lehi,
Utah
|
$1.82M
|
-$5.24K
|
-229
|
-0.3%
|
|
|
108
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.74M
|
+$204K
|
+8,904
|
+13%
|
|
|
109
|
Montag & Associates
Atlanta,
Georgia
|
$1.73M
|
+$149K
|
+6,520
|
+9%
|
|
|
110
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.46M
|
+63,570
|
+595%
|
|
|
111
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.61M
|
+$1.61M
|
+70,165
|
New
|
|
|
112
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.59M
|
+$463K
|
+20,249
|
+41%
|
|
|
113
|
Creative Planning
Overland Park,
Kansas
|
$1.58M
|
-$444K
|
-19,409
|
-22%
|
|
|
114
|
True Link Financial Advisors
San Francisco,
California
|
$1.53M
|
-$557K
|
-24,318
|
-27%
|
|
|
115
|
Foundry Financial Group
Laconia,
New Hampshire
|
$1.53M
|
+$282K
|
+12,336
|
+23%
|
|
|
116
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$1.52M
|
-$7.4M
|
-323,248
|
-83%
|
|
|
117
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.51M
|
-$169K
|
-7,389
|
-10%
|
|
|
118
|
Asset Dedication LLC
San Francisco,
California
|
$1.48M
|
+$768K
|
+33,571
|
+109%
|
|
|
119
|
Trust Company
Manhattan,
Kansas
|
$1.47M
|
-$56.5K
|
-2,469
|
-4%
|
|
|
120
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$1.47M
|
+$143K
|
+6,236
|
+11%
|
|
|
121
|
Summit Wealth Partners
Orlando,
Florida
|
$1.47M
|
+$1.14K
|
+50
|
+0.1%
|
|
|
122
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.45M
|
+$1.02M
|
+44,424
|
+238%
|
|
|
123
|
International Assets Investment Management
Orlando,
Florida
|
$1.45M
|
–
|
–
|
–
|
|
|
124
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.44M
|
-$139K
|
-6,077
|
-9%
|
|
|
125
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.43M
|
–
|
–
|
–
|
|
