|
101
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.57M
|
-$942K
|
-5,457
|
-21%
|
|
|
102
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$3.5M
|
-$21.6K
|
-125
|
-0.6%
|
|
|
103
|
MCF Advisors
Covington,
Kentucky
|
$3.48M
|
+$3.49M
|
+20,196
|
+9,097%
|
|
|
104
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.46M
|
+$36.3K
|
+210
|
+1%
|
|
|
105
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.45M
|
+$163K
|
+947
|
+5%
|
|
|
106
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$3.36M
|
-$76.1K
|
-441
|
-2%
|
|
|
107
|
New England Asset Management
Farmington,
Connecticut
|
$3.33M
|
–
|
–
|
–
|
|
|
108
|
Truist Financial
Charlotte,
North Carolina
|
$3.31M
|
+$215K
|
+1,244
|
+7%
|
|
|
109
|
Huntington National Bank
Columbus,
Ohio
|
$3.29M
|
–
|
–
|
–
|
|
|
110
|
Keebeck Wealth Management
Chicago,
Illinois
|
$3.25M
|
-$425K
|
-2,460
|
-11%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$3.08M
|
-$403K
|
-2,334
|
-11%
|
|
|
112
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.07M
|
-$841K
|
-4,870
|
-21%
|
|
|
113
|
One Wealth Advisors
San Francisco,
California
|
$3.05M
|
+$3.09M
|
+17,902
|
New
|
|
|
114
|
WhitTier Trust Company
Reno,
Nevada
|
$3.04M
|
–
|
–
|
–
|
|
|
115
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3M
|
–
|
–
|
–
|
|
|
116
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.96M
|
+$11.7K
|
+68
|
+0.4%
|
|
|
117
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.96M
|
-$691
|
-4
|
-0%
|
|
|
118
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.93M
|
-$11.7K
|
-68
|
-0.4%
|
|
|
119
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.93M
|
-$702K
|
-4,067
|
-19%
|
|
|
120
|
Natixis Advisors
Boston,
Massachusetts
|
$2.72M
|
-$3.17M
|
-18,371
|
-54%
|
|
|
121
|
Advisory Services Network
Atlanta,
Georgia
|
$2.7M
|
+$66.1K
|
+383
|
+2%
|
|
|
122
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.59M
|
-$1.73M
|
-10,000
|
-40%
|
|
|
123
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.58M
|
-$88.4K
|
-512
|
-3%
|
|
|
124
|
Stifel Financial
St. Louis,
Missouri
|
$2.56M
|
+$514K
|
+2,976
|
+25%
|
|
|
125
|
William Blair & Company
Chicago,
Illinois
|
$2.53M
|
+$2.94K
|
+17
|
+0.1%
|
|
