|
101
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$17.2M
|
-$14.5K
|
-43
|
-0.1%
|
|
|
102
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
-$238K
|
-706
|
-1%
|
|
|
103
|
Strategic Equity Management
Tucson,
Arizona
|
$16.8M
|
+$978K
|
+2,904
|
+6%
|
|
|
104
|
Churchill Management
Los Angeles,
California
|
$16.6M
|
-$272K
|
-807
|
-2%
|
|
|
105
|
Balentine LLC
Atlanta,
Georgia
|
$16.3M
|
+$49.5K
|
+147
|
+0.3%
|
|
|
106
|
Wealthspire Advisors (New York)
New York
|
$16M
|
+$4.04K
|
+12
|
+0%
|
|
|
107
|
|
$15.4M
|
+$80.1K
|
+238
|
+0.5%
|
|
|
108
|
United Capital Financial Advisors
Irving,
Texas
|
$15.2M
|
-$376K
|
-1,118
|
-2%
|
|
|
109
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$14.5M
|
+$14.1K
|
+42
|
+0.1%
|
|
|
110
|
Ariadne Wealth Management
Santa Barbara,
California
|
$14.4M
|
-$337K
|
-1,000
|
-2%
|
|
|
111
|
KDK Private Wealth Management
Houston,
Texas
|
$14.1M
|
+$14.2M
|
+42,329
|
New
|
|
|
112
|
Hanover Advisors
Seneca,
South Carolina
|
$14M
|
+$177K
|
+525
|
+1%
|
|
|
113
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$13.8M
|
+$295K
|
+875
|
+2%
|
|
|
114
|
First National Trust
Hermitage,
Pennsylvania
|
$13.6M
|
+$391K
|
+1,162
|
+3%
|
|
|
115
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$13.4M
|
+$13.5M
|
+40,212
|
New
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$115K
|
+342
|
+0.9%
|
|
|
117
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$12.9M
|
+$478K
|
+1,420
|
+4%
|
|
|
118
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$12.8M
|
-$308K
|
-916
|
-2%
|
|
|
119
|
Brown Advisory
Baltimore,
Maryland
|
$12.5M
|
-$1.17M
|
-3,474
|
-9%
|
|
|
120
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$12.4M
|
–
|
–
|
–
|
|
|
121
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$12.4M
|
+$3.7K
|
+11
|
+0%
|
|
|
122
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$12.4M
|
+$83.8K
|
+249
|
+0.7%
|
|
|
123
|
Creative Planning
Overland Park,
Kansas
|
$12.1M
|
+$509K
|
+1,512
|
+4%
|
|
|
124
|
Moneywise Inc
Forest,
Virginia
|
$11.9M
|
+$995K
|
+2,956
|
+9%
|
|
|
125
|
Zacks Investment Management
Chicago,
Illinois
|
$11.9M
|
+$9.59M
|
+28,501
|
+401%
|
|
