|
101
|
SVB Wealth
Boston,
Massachusetts
|
$551K
|
–
|
–
|
–
|
|
|
102
|
Key Financial Inc
West Chester,
Pennsylvania
|
$548K
|
-$1.95K
|
-20
|
-0.3%
|
|
|
103
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$544K
|
+$401K
|
+4,111
|
+176%
|
|
|
104
|
United Capital Financial Advisors
Irving,
Texas
|
$543K
|
+$106K
|
+1,092
|
+20%
|
|
|
105
|
Strategic Financial Partners
Bend,
Oregon
|
$540K
|
-$21.9K
|
-225
|
-3%
|
|
|
106
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$498K
|
-$31K
|
-318
|
-5%
|
|
|
107
|
Omega Financial Group
Santa Barbara,
California
|
$482K
|
-$545K
|
-5,594
|
-49%
|
|
|
108
|
Eaton Vance Management
Boston,
Massachusetts
|
$481K
|
–
|
–
|
–
|
|
|
109
|
Lee Financial
Dallas,
Texas
|
$479K
|
–
|
–
|
–
|
|
|
110
|
Franklin Resources
San Mateo,
California
|
$443K
|
-$285K
|
-2,928
|
-36%
|
|
|
111
|
TD Capital Management
Memphis,
Tennessee
|
$443K
|
+$5.46K
|
+56
|
+1%
|
|
|
112
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$438K
|
–
|
–
|
–
|
|
|
113
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$434K
|
-$1.24M
|
-12,709
|
-71%
|
|
|
114
|
Equitable Holdings
New York
|
$426K
|
-$81.2K
|
-833
|
-14%
|
|
|
115
|
Falcon Wealth Planning
Ontario,
California
|
$408K
|
-$716K
|
-7,339
|
-60%
|
|
|
116
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$404K
|
–
|
–
|
–
|
|
|
117
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$403K
|
-$1.27K
|
-13
|
-0.3%
|
|
|
118
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
119
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$401K
|
+$50.3K
|
+516
|
+12%
|
|
|
120
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$389K
|
+$20K
|
+205
|
+5%
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$371K
|
–
|
–
|
–
|
|
|
122
|
Disciplined Investments
Tulsa,
Oklahoma
|
$369K
|
+$1.56K
|
+16
|
+0.4%
|
|
|
123
|
Venturi Wealth Management
Austin,
Texas
|
$362K
|
+$87.8K
|
+900
|
+26%
|
|
|
124
|
AWM Capital
Phoenix,
Arizona
|
$357K
|
+$390K
|
+4,003
|
New
|
|
|
125
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$351K
|
-$324K
|
-3,318
|
-44%
|
|
