|
101
|
KWB Wealth
Redlands,
California
|
$3.73M
|
–
|
–
|
–
|
|
|
102
|
FDx Advisors
Chicago,
Illinois
|
$3.63M
|
-$51.7K
|
-1,530
|
-1%
|
|
|
103
|
WealthSource Partners
San Luis Obispo,
California
|
$3.54M
|
-$27.6K
|
-815
|
-0.8%
|
|
|
104
|
Permit Capital Advisors
West Conshohocken,
Pennsylvania
|
$3.53M
|
+$3.45M
|
+102,085
|
New
|
|
|
105
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.52M
|
+$3.48M
|
+102,880
|
New
|
|
|
106
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$3.44M
|
–
|
–
|
–
|
|
|
107
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.42M
|
+$6.93K
|
+205
|
+0.2%
|
|
|
108
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$3.24M
|
-$14.9K
|
-440
|
-0.5%
|
|
|
109
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.09M
|
+$1.04M
|
+30,830
|
+52%
|
|
|
110
|
Great Lakes Advisors
Chicago,
Illinois
|
$3.06M
|
–
|
–
|
–
|
|
|
111
|
Rockefeller Capital Management
New York
|
$3.02M
|
+$711K
|
+21,035
|
+31%
|
|
|
112
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.01M
|
-$184K
|
-5,445
|
-6%
|
|
|
113
|
SigFig Wealth Management
San Francisco,
California
|
$2.89M
|
+$1.01M
|
+29,970
|
+55%
|
|
|
114
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.73M
|
+$102K
|
+3,030
|
+4%
|
|
|
115
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.73M
|
-$1.21M
|
-35,735
|
-31%
|
|
|
116
|
|
$2.72M
|
-$8.79K
|
-260
|
-0.3%
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.7M
|
-$775K
|
-22,915
|
-22%
|
|
|
118
|
Echo Wealth Management
Plymouth,
Minnesota
|
$2.46M
|
+$95.2K
|
+2,815
|
+4%
|
|
|
119
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.45M
|
-$7.61K
|
-225
|
-0.3%
|
|
|
120
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.45M
|
+$294K
|
+8,690
|
+14%
|
|
|
121
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$2.45M
|
+$1.9M
|
+56,075
|
+358%
|
|
|
122
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.34M
|
-$3.15M
|
-93,100
|
-58%
|
|
|
123
|
Institute for Wealth Management
Denver,
Colorado
|
$2.33M
|
-$11.7K
|
-345
|
-0.5%
|
|
|
124
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.29M
|
–
|
–
|
–
|
|
|
125
|
Aviance Capital Partners
Naples,
Florida
|
$2.29M
|
+$201K
|
+5,935
|
+10%
|
|
