|
101
|
Mariner
Overland Park,
Kansas
|
$2.19M
|
+$173K
|
+4,844
|
+9%
|
|
|
102
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.11M
|
-$529K
|
-14,821
|
-20%
|
|
|
103
|
Asset Allocation Strategies
Farmington,
Michigan
|
$2.09M
|
+$153K
|
+4,279
|
+8%
|
|
|
104
|
Embree Financial Group
Chicago,
Illinois
|
$2.07M
|
-$725K
|
-20,314
|
-26%
|
|
|
105
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.06M
|
-$110K
|
-3,080
|
-5%
|
|
|
106
|
Bank of America
Charlotte,
North Carolina
|
$2.04M
|
-$1.29M
|
-36,249
|
-39%
|
|
|
107
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$654K
|
+18,306
|
+49%
|
|
|
108
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$2.01M
|
–
|
–
|
–
|
|
|
109
|
Noble Family Wealth
Clearwater,
Florida
|
$1.97M
|
+$57.6K
|
+1,613
|
+3%
|
|
|
110
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.96M
|
-$133K
|
-3,713
|
-6%
|
|
|
111
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.94M
|
-$32.9K
|
-921
|
-2%
|
|
|
112
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.84M
|
+$320K
|
+8,952
|
+21%
|
|
|
113
|
Seneca Financial Advisors
Rochester,
New York
|
$1.84M
|
-$76.1K
|
-2,131
|
-4%
|
|
|
114
|
Central Trust Company
Jefferson City,
Missouri
|
$1.8M
|
-$117K
|
-3,275
|
-6%
|
|
|
115
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.7M
|
-$8.93K
|
-250
|
-0.5%
|
|
|
116
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$1.67M
|
+$39.6K
|
+1,108
|
+3%
|
|
|
117
|
Natixis Advisors
Boston,
Massachusetts
|
$1.6M
|
+$111K
|
+3,110
|
+7%
|
|
|
118
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.59M
|
-$598K
|
-16,746
|
-27%
|
|
|
119
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.59M
|
-$110K
|
-3,085
|
-6%
|
|
|
120
|
Stone Summit Wealth
Miami,
Florida
|
$1.57M
|
+$43.7K
|
+1,224
|
+3%
|
|
|
121
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.56M
|
+$707K
|
+19,792
|
+84%
|
|
|
122
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.55M
|
+$29.9K
|
+837
|
+2%
|
|
|
123
|
Integris Wealth Management
Monterey,
California
|
$1.49M
|
-$6.93K
|
-194
|
-0.5%
|
|
|
124
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.49M
|
-$99.1K
|
-2,775
|
-6%
|
|
|
125
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$1.49M
|
-$53.2K
|
-1,490
|
-3%
|
|
