|
101
|
Opes Wealth Management
Menlo Park,
California
|
$8.2M
|
-$421K
|
-2,255
|
-5%
|
|
|
102
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.18M
|
-$167K
|
-895
|
-2%
|
|
|
103
|
Tacita Capital
Toronto,
Ontario, Canada
|
$8.05M
|
-$385K
|
-2,062
|
-5%
|
|
|
104
|
Lido Advisors
Los Angeles,
California
|
$7.98M
|
-$1.21M
|
-6,463
|
-14%
|
|
|
105
|
Centaurus Financial
Anaheim,
California
|
$7.86M
|
-$362K
|
-1,938
|
-5%
|
|
|
106
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7.65M
|
-$344K
|
-1,845
|
-4%
|
|
|
107
|
AE Wealth Management
Topeka,
Kansas
|
$7.56M
|
-$15.4M
|
-82,775
|
-68%
|
|
|
108
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.33M
|
+$5.35M
|
+28,679
|
+320%
|
|
|
109
|
Harbour Investments
Madison,
Wisconsin
|
$7.08M
|
-$11.9K
|
-64
|
-0.2%
|
|
|
110
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.89M
|
+$63.1K
|
+338
|
+1%
|
|
|
111
|
Atria Wealth Solutions
New York
|
$6.85M
|
-$1.73M
|
-9,282
|
-21%
|
|
|
112
|
Capital Planning
Bellevue,
Washington
|
$6.84M
|
+$59K
|
+316
|
+0.9%
|
|
|
113
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$6.81M
|
+$1.01M
|
+5,398
|
+18%
|
|
|
114
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.7M
|
-$313K
|
-1,675
|
-5%
|
|
|
115
|
Brickley Wealth Management
San Mateo,
California
|
$6.68M
|
–
|
–
|
–
|
|
|
116
|
Two Sigma Investments
New York
|
$6.57M
|
+$6.29M
|
+33,700
|
New
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
$6.46M
|
+$165K
|
+882
|
+3%
|
|
|
118
|
Creative Planning
Overland Park,
Kansas
|
$6.44M
|
-$797K
|
-4,273
|
-11%
|
|
|
119
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.92M
|
-$130K
|
-697
|
-2%
|
|
|
120
|
US Bancorp
Minneapolis,
Minnesota
|
$5.92M
|
-$199K
|
-1,069
|
-3%
|
|
|
121
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.77M
|
+$468K
|
+2,507
|
+9%
|
|
|
122
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$5.74M
|
+$5.56M
|
+29,803
|
+264%
|
|
|
123
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$5.69M
|
+$188K
|
+1,010
|
+4%
|
|
|
124
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.21M
|
-$1.75M
|
-9,401
|
-26%
|
|
|
125
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5.17M
|
+$434K
|
+2,327
|
+10%
|
|
