|
101
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$14.9M
|
+$10.2M
|
+32,360
|
+243%
|
|
|
102
|
Ariadne Wealth Management
Santa Barbara,
California
|
$14.5M
|
+$13.4M
|
+42,547
|
New
|
|
|
103
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$14.2M
|
+$14.2K
|
+45
|
+0.1%
|
|
|
104
|
First Horizon Advisors
Memphis,
Tennessee
|
$13.7M
|
-$229K
|
-728
|
-2%
|
|
|
105
|
Hanover Advisors
Seneca,
South Carolina
|
$13.5M
|
+$97.6K
|
+310
|
+0.8%
|
|
|
106
|
Brown Advisory
Baltimore,
Maryland
|
$13.3M
|
-$23.6K
|
-75
|
-0.2%
|
|
|
107
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$13.2M
|
+$110K
|
+351
|
+0.9%
|
|
|
108
|
First National Trust
Hermitage,
Pennsylvania
|
$12.9M
|
+$179K
|
+568
|
+1%
|
|
|
109
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$12.8M
|
-$498K
|
-1,582
|
-4%
|
|
|
110
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
-$3.57M
|
-11,336
|
-23%
|
|
|
111
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$12.2M
|
-$2.52K
|
-8
|
-0%
|
|
|
112
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$12.2M
|
–
|
–
|
–
|
|
|
113
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$12.1M
|
+$1.96M
|
+6,238
|
+20%
|
|
|
114
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.9M
|
-$69.2K
|
-220
|
-0.6%
|
|
|
115
|
UMB Bank
Kansas City,
Missouri
|
$11.9M
|
-$870K
|
-2,764
|
-7%
|
|
|
116
|
|
$11.6M
|
-$3.78K
|
-12
|
-0%
|
|
|
117
|
Allen Investment Management
New York
|
$11.6M
|
–
|
–
|
–
|
|
|
118
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.5M
|
+$30.5K
|
+97
|
+0.3%
|
|
|
119
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.4M
|
-$630
|
-2
|
-0%
|
|
|
120
|
BigSur Wealth Management
Miami,
Florida
|
$11.4M
|
–
|
–
|
–
|
|
|
121
|
POM Investment Strategies
Raleigh,
North Carolina
|
$11.3M
|
+$10.9M
|
+34,730
|
New
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
-$308K
|
-977
|
-3%
|
|
|
123
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$11M
|
–
|
–
|
–
|
|
|
124
|
Lido Advisors
Los Angeles,
California
|
$11M
|
-$224K
|
-711
|
-2%
|
|
|
125
|
Moneywise Inc
Forest,
Virginia
|
$10.7M
|
+$4.76M
|
+15,114
|
+86%
|
|
