|
101
|
Life Planning Partners
Jacksonville,
Florida
|
$1.5M
|
+$1.48M
|
+30,548
|
New
|
|
|
102
|
Private Wealth Group
Tampa,
Florida
|
$1.44M
|
–
|
–
|
–
|
|
|
103
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.41M
|
-$82K
|
-1,696
|
-6%
|
|
|
104
|
Atomi Financial Group
New York
|
$1.41M
|
+$1.38M
|
+28,622
|
New
|
|
|
105
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$1.4M
|
+$1.37M
|
+28,393
|
New
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$1.35M
|
+$36.6K
|
+757
|
+3%
|
|
|
107
|
AssetMark Inc
Concord,
California
|
$1.34M
|
-$60.4K
|
-1,249
|
-4%
|
|
|
108
|
Northern Trust
Chicago,
Illinois
|
$1.32M
|
+$1.3M
|
+26,930
|
New
|
|
|
109
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.32M
|
-$27.3K
|
-564
|
-2%
|
|
|
110
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.3M
|
-$106K
|
-2,202
|
-8%
|
|
|
111
|
Crestline Management
Fort Worth,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
112
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.27M
|
-$20.2K
|
-417
|
-2%
|
|
|
113
|
Oppenheimer & Co
New York
|
$1.27M
|
+$27.6K
|
+572
|
+2%
|
|
|
114
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.18M
|
-$16.7K
|
-345
|
-1%
|
|
|
115
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.16M
|
-$14K
|
-289
|
-1%
|
|
|
116
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.14M
|
+$225K
|
+4,661
|
+25%
|
|
|
117
|
DB Wealth Management Group
San Diego,
California
|
$1.11M
|
-$44.9K
|
-930
|
-4%
|
|
|
118
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
-$274K
|
-5,673
|
-21%
|
|
|
119
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.06M
|
+$27.8K
|
+576
|
+3%
|
|
|
120
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.04M
|
+$1.02M
|
+21,205
|
New
|
|
|
121
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$1.02M
|
–
|
–
|
–
|
|
|
122
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.01M
|
+$139K
|
+2,877
|
+16%
|
|
|
123
|
4J Wealth Management
Alexandria,
Virginia
|
$976K
|
-$251K
|
-5,185
|
-21%
|
|
|
124
|
Private Wealth Management Group
Princeton,
New Jersey
|
$964K
|
+$947K
|
+19,599
|
New
|
|
|
125
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$959K
|
-$505K
|
-10,452
|
-35%
|
|
