|
101
|
EdgeRock Capital
Denver,
Colorado
|
$6.21M
|
-$799K
|
-5,442
|
-13%
|
|
|
102
|
Harbour Investments
Madison,
Wisconsin
|
$5.88M
|
+$88.8K
|
+605
|
+2%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$5.87M
|
+$166K
|
+1,129
|
+3%
|
|
|
104
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.8M
|
+$439K
|
+2,994
|
+9%
|
|
|
105
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.79M
|
-$7.12M
|
-48,484
|
-57%
|
|
|
106
|
Capital Planning
Bellevue,
Washington
|
$5.68M
|
-$224K
|
-1,526
|
-4%
|
|
|
107
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.68M
|
-$5.82M
|
-39,651
|
-52%
|
|
|
108
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.59M
|
+$17.5K
|
+119
|
+0.3%
|
|
|
109
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.53M
|
-$566K
|
-3,855
|
-10%
|
|
|
110
|
Brickley Wealth Management
San Mateo,
California
|
$5.38M
|
–
|
–
|
–
|
|
|
111
|
Atria Investments
Charlotte,
North Carolina
|
$5.29M
|
+$3.61M
|
+24,583
|
+270%
|
|
|
112
|
Creative Planning
Overland Park,
Kansas
|
$5.09M
|
-$774K
|
-5,272
|
-14%
|
|
|
113
|
WealthSource Partners
San Luis Obispo,
California
|
$5.03M
|
-$128K
|
-872
|
-3%
|
|
|
114
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.02M
|
-$229K
|
-1,557
|
-5%
|
|
|
115
|
Security Financial Services
Fort Wayne,
Indiana
|
$4.96M
|
-$82.2K
|
-560
|
-2%
|
|
|
116
|
Royal Fund Management
Lady Lake,
Florida
|
$4.92M
|
-$435K
|
-2,965
|
-9%
|
|
|
117
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.83M
|
+$708K
|
+4,822
|
+18%
|
|
|
118
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.83M
|
+$708K
|
+4,822
|
+18%
|
|
|
119
|
US Bancorp
Minneapolis,
Minnesota
|
$4.8M
|
-$64.1K
|
-437
|
-1%
|
|
|
120
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$4.74M
|
+$50.3K
|
+343
|
+1%
|
|
|
121
|
Atria Wealth Solutions
New York
|
$4.61M
|
-$45.9K
|
-313
|
-1%
|
|
|
122
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$4.56M
|
-$1.76M
|
-12,022
|
-29%
|
|
|
123
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.52M
|
–
|
–
|
–
|
|
|
124
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$4.46M
|
+$1.58M
|
+10,735
|
+61%
|
|
|
125
|
Cozad Asset Management
Champaign,
Illinois
|
$4.27M
|
-$610K
|
-4,157
|
-13%
|
|
