|
101
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$936K
|
+$938K
|
+42,069
|
New
|
|
|
102
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$936K
|
+$938K
|
+42,069
|
New
|
|
|
103
|
4J Wealth Management
Alexandria,
Virginia
|
$934K
|
-$121K
|
-5,419
|
-11%
|
|
|
104
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$924K
|
-$25.9K
|
-1,164
|
-3%
|
|
|
105
|
Transcend Capital Advisors
Madison,
New Jersey
|
$889K
|
–
|
–
|
–
|
|
|
106
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$871K
|
–
|
–
|
–
|
|
|
107
|
Horizons Wealth Management
Asheville,
North Carolina
|
$870K
|
+$652K
|
+29,236
|
+293%
|
|
|
108
|
Asset Dedication LLC
San Francisco,
California
|
$854K
|
-$1.7M
|
-76,425
|
-67%
|
|
|
109
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$833K
|
-$175K
|
-7,865
|
-17%
|
|
|
110
|
Granite Harbor Advisors
Houston,
Texas
|
$825K
|
+$245K
|
+10,994
|
+42%
|
|
|
111
|
Cary Street Partners
Richmond,
Virginia
|
$806K
|
+$809K
|
+36,318
|
New
|
|
|
112
|
Element Wealth
Ridgeland,
Mississippi
|
$791K
|
+$35.2K
|
+1,578
|
+5%
|
|
|
113
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$771K
|
+$130K
|
+5,836
|
+20%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$769K
|
+$86.6K
|
+3,884
|
+13%
|
|
|
115
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$762K
|
-$2.5K
|
-112
|
-0.3%
|
|
|
116
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$727K
|
+$35.9K
|
+1,609
|
+5%
|
|
|
117
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$717K
|
-$24.9K
|
-1,117
|
-3%
|
|
|
118
|
|
$699K
|
+$702K
|
+31,485
|
New
|
|
|
119
|
CIBC World Market
Toronto,
Ontario, Canada
|
$697K
|
+$700K
|
+31,390
|
New
|
|
|
120
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$681K
|
–
|
–
|
–
|
|
|
121
|
AllSquare Wealth Management
Albany,
New York
|
$680K
|
+$61.8K
|
+2,773
|
+10%
|
|
|
122
|
Summit Wealth Partners
Orlando,
Florida
|
$649K
|
–
|
–
|
–
|
|
|
123
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$647K
|
-$7.6K
|
-341
|
-1%
|
|
|
124
|
Barrett & Company
Providence,
Rhode Island
|
$644K
|
+$160K
|
+7,200
|
+33%
|
|
|
125
|
Hara Capital
Bellevue,
Washington
|
$612K
|
+$355K
|
+15,939
|
+137%
|
|
