|
76
|
GeoWealth Management
Chicago,
Illinois
|
$9.37M
|
+$320K
|
+5,833
|
+4%
|
|
|
77
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$9.35M
|
-$340K
|
-6,206
|
-4%
|
|
|
78
|
Cetera Advisor Networks
El Segundo,
California
|
$9.1M
|
-$10.6M
|
-193,596
|
-54%
|
|
|
79
|
55I LLC
Boston,
Massachusetts
|
$9.03M
|
+$600K
|
+10,947
|
+7%
|
|
|
80
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.78M
|
+$8.66M
|
+157,937
|
New
|
|
|
81
|
Iron Horse Wealth Management
Johston,
Iowa
|
$8.24M
|
+$491K
|
+8,964
|
+6%
|
|
|
82
|
Creative Planning
Overland Park,
Kansas
|
$7.91M
|
+$295K
|
+5,382
|
+4%
|
|
|
83
|
Cannon Financial Strategists
Athens,
Georgia
|
$7.81M
|
-$279K
|
-5,094
|
-3%
|
|
|
84
|
SFG Wealth Management
Towson,
Maryland
|
$7.79M
|
-$1.03M
|
-18,796
|
-12%
|
|
|
85
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.66M
|
+$115K
|
+2,090
|
+2%
|
|
|
86
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.62M
|
+$1.77M
|
+32,284
|
+31%
|
|
|
87
|
Treynor Bancshares
Treynor,
Iowa
|
$7.59M
|
+$899K
|
+16,397
|
+14%
|
|
|
88
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$7.55M
|
-$12.1M
|
-219,796
|
-62%
|
|
|
89
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.5M
|
+$4.76M
|
+86,784
|
+180%
|
|
|
90
|
Ervin Investment Management
Seattle,
Washington
|
$7.42M
|
-$22.4K
|
-408
|
-0.3%
|
|
|
91
|
Callan Capital
La Jolla,
California
|
$7.41M
|
+$7.31M
|
+133,368
|
New
|
|
|
92
|
UBS Group
Zurich,
Switzerland
|
$7.3M
|
-$593K
|
-10,816
|
-8%
|
|
|
93
|
G&S Capital
Denver,
Colorado
|
$7.2M
|
+$129K
|
+2,344
|
+2%
|
|
|
94
|
WNY Asset Management
Williamsville,
New York
|
$7.18M
|
+$169K
|
+3,086
|
+2%
|
|
|
95
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7M
|
+$419K
|
+7,636
|
+6%
|
|
|
96
|
Truist Financial
Charlotte,
North Carolina
|
$6.87M
|
-$10.1M
|
-183,755
|
-60%
|
|
|
97
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$6.66M
|
-$2.03M
|
-37,021
|
-24%
|
|
|
98
|
MJP Associates
Farmington,
Connecticut
|
$6.56M
|
-$1.03M
|
-18,845
|
-14%
|
|
|
99
|
IRON Financial
Northbrook,
Illinois
|
$6.51M
|
+$2.47M
|
+45,054
|
+63%
|
|
|
100
|
Cerity Partners OCIO
New York
|
$6.25M
|
+$143K
|
+2,611
|
+2%
|
|
