|
101
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.3M
|
-$160K
|
-3,331
|
-5%
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$3.24M
|
-$3.35M
|
-69,573
|
-51%
|
|
|
103
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.18M
|
-$140K
|
-2,906
|
-4%
|
|
|
104
|
Private Advisor Group
Morristown,
New Jersey
|
$3.14M
|
+$89.2K
|
+1,854
|
+3%
|
|
|
105
|
Prospera Financial Services
Dallas,
Texas
|
$3.08M
|
+$246K
|
+5,106
|
+9%
|
|
|
106
|
Dentgroup
Baton Rouge,
Louisiana
|
$3.06M
|
+$1.78M
|
+36,927
|
+143%
|
|
|
107
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.81M
|
+$102K
|
+2,121
|
+4%
|
|
|
108
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.81M
|
-$140K
|
-2,908
|
-5%
|
|
|
109
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.73M
|
-$698K
|
-14,511
|
-21%
|
|
|
110
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.68M
|
-$2.95M
|
-61,210
|
-52%
|
|
|
111
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.65M
|
+$66.1K
|
+1,374
|
+3%
|
|
|
112
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2.64M
|
-$495K
|
-10,289
|
-16%
|
|
|
113
|
Equitable Holdings
New York
|
$2.63M
|
+$142K
|
+2,956
|
+6%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$2.59M
|
-$43.2K
|
-898
|
-2%
|
|
|
115
|
|
$2.44M
|
+$1.1M
|
+22,858
|
+84%
|
|
|
116
|
Mercer Global Advisors
Denver,
Colorado
|
$2.35M
|
-$10.3K
|
-215
|
-0.4%
|
|
|
117
|
Investment Advisory Group
Hanover,
Massachusetts
|
$2.3M
|
+$39.4K
|
+819
|
+2%
|
|
|
118
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.29M
|
-$7.03K
|
-146
|
-0.3%
|
|
|
119
|
Valmark Advisers
Akron,
Ohio
|
$2.28M
|
-$36.1K
|
-749
|
-2%
|
|
|
120
|
Studio Investment Management
Chicago,
Illinois
|
$2.25M
|
-$233K
|
-4,837
|
-9%
|
|
|
121
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.16M
|
-$327K
|
-6,791
|
-13%
|
|
|
122
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.14M
|
+$2.26K
|
+47
|
+0.1%
|
|
|
123
|
Wealthspire Advisors (New York)
New York
|
$2.12M
|
-$399K
|
-8,282
|
-16%
|
|
|
124
|
PDS Planning
Dublin,
Ohio
|
$2.11M
|
+$20.6K
|
+428
|
+1%
|
|
|
125
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.1M
|
-$14.9K
|
-310
|
-0.7%
|
|
