|
101
|
Denver PWM
Denver,
Colorado
|
$7.35M
|
-$1.68M
|
-16,388
|
-20%
|
|
|
102
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$7.23M
|
-$468K
|
-4,556
|
-6%
|
|
|
103
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.17M
|
+$22.4K
|
+218
|
+0.3%
|
|
|
104
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.12M
|
+$7.27M
|
+70,740
|
New
|
|
|
105
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.03M
|
+$873K
|
+8,501
|
+14%
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$6.88M
|
+$57.4K
|
+559
|
+0.8%
|
|
|
107
|
HB Wealth Management
Atlanta,
Georgia
|
$6.85M
|
+$180K
|
+1,751
|
+3%
|
|
|
108
|
Goelzer Investment Management
Carmel,
Indiana
|
$6.77M
|
-$27.8K
|
-271
|
-0.4%
|
|
|
109
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$6.74M
|
+$107K
|
+1,042
|
+2%
|
|
|
110
|
Ausdal Financial Partners
Davenport,
Iowa
|
$6.72M
|
+$6.86M
|
+66,811
|
New
|
|
|
111
|
Mercer Global Advisors
Denver,
Colorado
|
$6.58M
|
+$2.72M
|
+26,478
|
+68%
|
|
|
112
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$6.5M
|
+$6.63M
|
+64,569
|
New
|
|
|
113
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$6.42M
|
-$509K
|
-4,950
|
-7%
|
|
|
114
|
Centerpoint Advisors
Needham,
Massachusetts
|
$6.27M
|
-$66.6K
|
-648
|
-1%
|
|
|
115
|
InvesTrust
Oklahoma City,
Oklahoma
|
$6.08M
|
–
|
–
|
–
|
|
|
116
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.99M
|
-$15K
|
-146
|
-0.2%
|
|
|
117
|
World Investment Advisors
Santa Barbara,
California
|
$5.91M
|
+$916K
|
+8,920
|
+18%
|
|
|
118
|
Sunbelt Securities
Houston,
Texas
|
$5.84M
|
+$38.3K
|
+373
|
+0.6%
|
|
|
119
|
Asset Management Group
Stamford,
Connecticut
|
$5.77M
|
+$5.34K
|
+52
|
+0.1%
|
|
|
120
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.71M
|
+$241K
|
+2,344
|
+4%
|
|
|
121
|
&Partners
Nashville,
Tennessee
|
$5.63M
|
+$347K
|
+3,375
|
+6%
|
|
|
122
|
EP Wealth Advisors
Torrance,
California
|
$5.52M
|
-$238K
|
-2,320
|
-4%
|
|
|
123
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.39M
|
+$321K
|
+3,127
|
+6%
|
|
|
124
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.25M
|
+$4.27M
|
+41,583
|
+391%
|
|
|
125
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$5.25M
|
+$1.12M
|
+10,880
|
+26%
|
|
