|
76
|
Kestra Advisory Services
Austin,
Texas
|
$5.17M
|
-$254K
|
-1,423
|
-5%
|
|
|
77
|
Waterford Advisors
Orchard Park,
New York
|
$4.9M
|
-$159K
|
-890
|
-3%
|
|
|
78
|
Calton & Associates
Tampa,
Florida
|
$4.84M
|
+$79K
|
+443
|
+2%
|
|
|
79
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.56M
|
+$176K
|
+986
|
+4%
|
|
|
80
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.53M
|
-$223K
|
-1,250
|
-5%
|
|
|
81
|
Private Advisor Group
Morristown,
New Jersey
|
$4.46M
|
-$9.81K
|
-55
|
-0.2%
|
|
|
82
|
Berkshire Money Management
Dalton,
Massachusetts
|
$4.46M
|
+$1.35M
|
+7,565
|
+46%
|
|
|
83
|
Zhang Financial
Portage,
Michigan
|
$4.37M
|
+$773K
|
+4,336
|
+23%
|
|
|
84
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.22M
|
+$883K
|
+4,951
|
+28%
|
|
|
85
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.16M
|
–
|
–
|
–
|
|
|
86
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.11M
|
-$434K
|
-2,431
|
-10%
|
|
|
87
|
Avantax Advisory Services
Dallas,
Texas
|
$3.91M
|
+$854K
|
+4,786
|
+30%
|
|
|
88
|
Fidelity Investments
Boston,
Massachusetts
|
$3.78M
|
+$559K
|
+3,135
|
+18%
|
|
|
89
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.77M
|
-$35.7K
|
-200
|
-1%
|
|
|
90
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$3.6M
|
-$4.15M
|
-23,280
|
-55%
|
|
|
91
|
Atria Investments
Charlotte,
North Carolina
|
$3.6M
|
-$49.4K
|
-277
|
-1%
|
|
|
92
|
Wealthfront Advisers
Palo Alto,
California
|
$3.57M
|
+$1.3M
|
+7,313
|
+62%
|
|
|
93
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.5M
|
-$354K
|
-1,987
|
-10%
|
|
|
94
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.5M
|
+$33.4K
|
+187
|
+1%
|
|
|
95
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$3.44M
|
+$612K
|
+3,430
|
+23%
|
|
|
96
|
|
$3.44M
|
+$86.7K
|
+486
|
+3%
|
|
|
97
|
Atria Wealth Solutions
New York
|
$3.41M
|
+$179K
|
+1,005
|
+6%
|
|
|
98
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.27M
|
-$6.87M
|
-38,530
|
-69%
|
|
|
99
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.21M
|
-$91.9K
|
-515
|
-2%
|
|
|
100
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$3.13M
|
-$82.6K
|
-463
|
-3%
|
|
