|
101
|
Focus Partners Wealth
Boston,
Massachusetts
|
$474K
|
+$464K
|
+3,841
|
New
|
|
|
102
|
Tortoise Investment Management
White Plains,
New York
|
$467K
|
-$24.2K
|
-200
|
-5%
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$449K
|
+$144K
|
+1,192
|
+49%
|
|
|
104
|
Spire Wealth Management
Mclean,
Virginia
|
$431K
|
+$129K
|
+1,066
|
+44%
|
|
|
105
|
Wealthspire Advisors (New York)
New York
|
$427K
|
+$418K
|
+3,461
|
New
|
|
|
106
|
Aspen Grove Capital
Avon,
Colorado
|
$427K
|
+$121
|
+1
|
+0%
|
|
|
107
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$420K
|
-$83.9K
|
-694
|
-17%
|
|
|
108
|
Ancora Advisors
Cleveland,
Ohio
|
$414K
|
–
|
–
|
–
|
|
|
109
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$403K
|
+$395K
|
+3,269
|
New
|
|
|
110
|
Next Capital Management
New York
|
$385K
|
–
|
–
|
–
|
|
|
111
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$379K
|
-$604
|
-5
|
-0.2%
|
|
|
112
|
Cardiff Park Advisors
Carlsbad,
California
|
$379K
|
+$66.8K
|
+553
|
+22%
|
|
|
113
|
Prudential Financial
Newark,
New Jersey
|
$377K
|
+$23.1K
|
+191
|
+7%
|
|
|
114
|
Advisory Services Network
Atlanta,
Georgia
|
$375K
|
–
|
–
|
–
|
|
|
115
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$374K
|
+$366K
|
+3,029
|
New
|
|
|
116
|
KeyBank National Association
Cleveland,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
117
|
First Western Trust Bank
Denver,
Colorado
|
$363K
|
–
|
–
|
–
|
|
|
118
|
Family Wealth Partners
Matthews,
North Carolina
|
$363K
|
+$242
|
+2
|
+0.1%
|
|
|
119
|
Silvercrest Asset Management
New York
|
$352K
|
-$42.3K
|
-350
|
-11%
|
|
|
120
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$351K
|
+$344K
|
+2,846
|
New
|
|
|
121
|
O'Connor Financial Group
Quincy,
Illinois
|
$343K
|
-$2.42K
|
-20
|
-0.7%
|
|
|
122
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$323K
|
+$90.6K
|
+750
|
+40%
|
|
|
123
|
Brown Brothers Harriman & Co
New York
|
$323K
|
+$316K
|
+2,617
|
New
|
|
|
124
|
Garrison Point Advisors
Walnut Creek,
California
|
$319K
|
–
|
–
|
–
|
|
|
125
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$301K
|
–
|
–
|
–
|
|
