|
76
|
United Capital Financial Advisors
Irving,
Texas
|
$2.74M
|
-$89.2K
|
-1,312
|
-3%
|
|
|
77
|
Monterey Private Wealth
Monterey,
California
|
$2.71M
|
+$2.73M
|
+40,123
|
New
|
|
|
78
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.54M
|
+$44.2K
|
+650
|
+2%
|
|
|
79
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.41M
|
+$2.43M
|
+35,705
|
New
|
|
|
80
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.4M
|
–
|
–
|
–
|
|
|
81
|
Probity Advisors
Dallas,
Texas
|
$2.35M
|
+$15.7K
|
+231
|
+0.7%
|
|
|
82
|
Sigma Investment Counselors
Northville,
Michigan
|
$2.29M
|
-$27.5K
|
-405
|
-1%
|
|
|
83
|
Mercer Global Advisors
Denver,
Colorado
|
$2.28M
|
+$72.4K
|
+1,065
|
+3%
|
|
|
84
|
Avantax Advisory Services
Dallas,
Texas
|
$2.28M
|
+$172K
|
+2,528
|
+8%
|
|
|
85
|
Resolute Advisors
San Francisco,
California
|
$2.25M
|
+$37.2K
|
+548
|
+2%
|
|
|
86
|
Truist Financial
Charlotte,
North Carolina
|
$2.13M
|
+$751K
|
+11,056
|
+54%
|
|
|
87
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.02M
|
+$2.03M
|
+29,838
|
New
|
|
|
88
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$1.92M
|
+$1.93M
|
+28,388
|
New
|
|
|
89
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.88M
|
+$1.89M
|
+27,765
|
New
|
|
|
90
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.87M
|
+$86.8K
|
+1,277
|
+5%
|
|
|
91
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.83M
|
+$1.84M
|
+27,152
|
New
|
|
|
92
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.74M
|
–
|
–
|
–
|
|
|
93
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.74M
|
+$26.9K
|
+396
|
+2%
|
|
|
94
|
Bank of New York Mellon
New York
|
$1.68M
|
-$160K
|
-2,359
|
-9%
|
|
|
95
|
F&V Capital Management
Boca Raton,
Florida
|
$1.53M
|
+$78.8K
|
+1,160
|
+5%
|
|
|
96
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.3M
|
+$1.31M
|
+19,300
|
New
|
|
|
97
|
AE Wealth Management
Topeka,
Kansas
|
$1.2M
|
+$992K
|
+14,605
|
+463%
|
|
|
98
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
+$214K
|
+3,144
|
+22%
|
|
|
99
|
Steward Partners Investment Advisory
New York
|
$1.16M
|
+$406K
|
+5,982
|
+53%
|
|
|
100
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.16M
|
-$27.3K
|
-402
|
-2%
|
|
