|
76
|
EP Wealth Advisors
Torrance,
California
|
$749K
|
+$750K
|
+14,696
|
New
|
|
|
77
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$727K
|
+$727K
|
+14,252
|
New
|
|
|
78
|
Windsor Capital Management
Phoenix,
Arizona
|
$723K
|
+$46.6K
|
+913
|
+7%
|
|
|
79
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$722K
|
+$722K
|
+14,150
|
New
|
|
|
80
|
TownSquare Capital
Provo,
Utah
|
$705K
|
+$115K
|
+2,259
|
+20%
|
|
|
81
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$685K
|
-$555K
|
-10,871
|
-45%
|
|
|
82
|
Rockefeller Capital Management
New York
|
$654K
|
+$605K
|
+11,857
|
+1,186%
|
|
|
83
|
Hartford Financial Management
Hartford,
Connecticut
|
$651K
|
+$402K
|
+7,878
|
+161%
|
|
|
84
|
Derby & Company
Newton,
Massachusetts
|
$605K
|
+$605K
|
+11,858
|
New
|
|
|
85
|
Kestra Advisory Services
Austin,
Texas
|
$571K
|
+$571K
|
+11,192
|
New
|
|
|
86
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$535K
|
+$536K
|
+10,500
|
New
|
|
|
87
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$525K
|
+$201K
|
+3,939
|
+62%
|
|
|
88
|
Dowling & Yahnke
San Diego,
California
|
$464K
|
+$464K
|
+9,100
|
New
|
|
|
89
|
Relative Value Partners Group
|
$459K
|
+$204K
|
+4,000
|
+80%
|
|
|
90
|
Webster Bank
Waterbury,
Connecticut
|
$453K
|
+$158K
|
+3,100
|
+54%
|
|
|
91
|
|
$408K
|
-$510K
|
-10,000
|
-56%
|
|
|
92
|
Continuum Advisory
Eagle,
Idaho
|
$403K
|
+$204
|
+4
|
+0.1%
|
|
|
93
|
Howard Financial Services
Dallas,
Texas
|
$400K
|
–
|
–
|
–
|
|
|
94
|
Cetera Advisors
Denver,
Colorado
|
$377K
|
+$100K
|
+1,969
|
+36%
|
|
|
95
|
Truist Financial
Charlotte,
North Carolina
|
$371K
|
-$654K
|
-12,815
|
-64%
|
|
|
96
|
United Capital Financial Advisors
Irving,
Texas
|
$369K
|
-$410K
|
-8,035
|
-53%
|
|
|
97
|
LexAurum Advisors
Overland Park,
Kansas
|
$365K
|
+$119K
|
+2,336
|
+48%
|
|
|
98
|
MONECO Advisors
Fairfield,
Connecticut
|
$361K
|
+$362K
|
+7,089
|
New
|
|
|
99
|
Tidal Investments
Milwaukee,
Wisconsin
|
$305K
|
+$306K
|
+6,000
|
New
|
|
|
100
|
Americana Partners
Houston,
Texas
|
$293K
|
+$294K
|
+5,763
|
New
|
|
