|
101
|
Secure Asset Management
Troy,
Michigan
|
$1.31M
|
-$68.3K
|
-450
|
-5%
|
|
|
102
|
Global Retirement Partners
San Rafael,
California
|
$1.28M
|
+$1.15M
|
+7,608
|
New
|
|
|
103
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.25M
|
+$210K
|
+1,383
|
+23%
|
|
|
104
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.21M
|
+$34.1K
|
+225
|
+3%
|
|
|
105
|
Steinberganna Wealth Management
Huntington,
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
106
|
RFG Advisory
Birmingham,
Alabama
|
$1.19M
|
-$418K
|
-2,752
|
-28%
|
|
|
107
|
Oppenheimer & Co
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$85.1K
|
+561
|
+9%
|
|
|
109
|
Mariner
Overland Park,
Kansas
|
$1.11M
|
-$2.33M
|
-15,386
|
-70%
|
|
|
110
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.1M
|
+$13K
|
+86
|
+1%
|
|
|
111
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.1M
|
–
|
–
|
–
|
|
|
112
|
Armbruster Capital Management
Pittsford,
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
113
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$1.04M
|
+$6.83K
|
+45
|
+0.7%
|
|
|
114
|
Mather Group
Chicago,
Illinois
|
$999K
|
-$41.4K
|
-273
|
-4%
|
|
|
115
|
Strategy Asset Managers
Pasadena,
California
|
$985K
|
–
|
–
|
–
|
|
|
116
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$984K
|
–
|
–
|
–
|
|
|
117
|
Covenant Asset Management
Chester,
New Jersey
|
$983K
|
+$1.97K
|
+13
|
+0.2%
|
|
|
118
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$959K
|
-$139K
|
-917
|
-14%
|
|
|
119
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$927K
|
–
|
–
|
–
|
|
|
120
|
Private Trust Company
Cleveland,
Ohio
|
$886K
|
+$337K
|
+2,223
|
+73%
|
|
|
121
|
Kestra Private Wealth Services
Austin,
Texas
|
$853K
|
-$56.7K
|
-374
|
-7%
|
|
|
122
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$851K
|
+$444K
|
+2,927
|
+127%
|
|
|
123
|
OneAscent Financial Services
Birmingham,
Alabama
|
$843K
|
-$4.77M
|
-31,446
|
-86%
|
|
|
124
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$835K
|
+$752K
|
+4,959
|
New
|
|
|
125
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$830K
|
–
|
–
|
–
|
|
