|
101
|
Tortoise Investment Management
White Plains,
New York
|
$7.4M
|
+$579K
|
+16,753
|
+8%
|
|
|
102
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$7.22M
|
-$1.18M
|
-34,266
|
-14%
|
|
|
103
|
Brown Financial Advisory
Fairhope,
Alabama
|
$7.13M
|
-$834K
|
-24,130
|
-10%
|
|
|
104
|
Banco Santander
Madrid,
Spain
|
$7.11M
|
-$2.63M
|
-76,124
|
-26%
|
|
|
105
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.05M
|
+$5.35M
|
+154,707
|
+280%
|
|
|
106
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.79M
|
+$39.6K
|
+1,146
|
+0.6%
|
|
|
107
|
GeoWealth Management
Chicago,
Illinois
|
$6.67M
|
+$1.85M
|
+53,575
|
+37%
|
|
|
108
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$6.46M
|
-$2.63M
|
-76,032
|
-28%
|
|
|
109
|
Atria Wealth Solutions
New York
|
$6.43M
|
+$393K
|
+11,371
|
+6%
|
|
|
110
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.39M
|
+$1.43M
|
+41,404
|
+28%
|
|
|
111
|
TPG Financial Advisors
Portland,
Oregon
|
$6.36M
|
+$949K
|
+27,456
|
+17%
|
|
|
112
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$6.24M
|
+$169K
|
+4,882
|
+3%
|
|
|
113
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.21M
|
+$218K
|
+6,315
|
+4%
|
|
|
114
|
Securian Asset Management
St Paul,
Minnesota
|
$6.2M
|
+$176K
|
+5,100
|
+3%
|
|
|
115
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.18M
|
+$220K
|
+6,377
|
+4%
|
|
|
116
|
Global Retirement Partners
San Rafael,
California
|
$6.16M
|
+$722K
|
+20,900
|
+13%
|
|
|
117
|
Creative Financial Designs
Kokomo,
Indiana
|
$6M
|
+$216K
|
+6,258
|
+4%
|
|
|
118
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$5.97M
|
-$1.01M
|
-29,126
|
-14%
|
|
|
119
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.78M
|
+$150K
|
+4,330
|
+3%
|
|
|
120
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.78M
|
+$150K
|
+4,330
|
+3%
|
|
|
121
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.72M
|
–
|
–
|
–
|
|
|
122
|
WrapManager Inc
Mill Valley,
California
|
$5.69M
|
+$294K
|
+8,507
|
+5%
|
|
|
123
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$5.62M
|
+$173K
|
+5,011
|
+3%
|
|
|
124
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.62M
|
-$266K
|
-7,683
|
-4%
|
|
|
125
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5.58M
|
+$255K
|
+7,390
|
+5%
|
|
