|
101
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.84M
|
+$19.7K
|
+524
|
+0.9%
|
|
|
102
|
Brio Consultants
San Francisco,
California
|
$1.84M
|
-$47.3K
|
-1,258
|
-2%
|
|
|
103
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.8M
|
+$82.7K
|
+2,198
|
+4%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$1.76M
|
-$912K
|
-24,250
|
-30%
|
|
|
105
|
|
$1.73M
|
+$1.16M
|
+30,715
|
+126%
|
|
|
106
|
Cerity Partners OCIO
New York
|
$1.72M
|
+$731K
|
+19,436
|
+55%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$1.66M
|
-$7.7M
|
-204,656
|
-79%
|
|
|
108
|
XML Financial
Bethesda,
Maryland
|
$1.65M
|
+$664K
|
+17,637
|
+51%
|
|
|
109
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.65M
|
+$1.97M
|
+52,375
|
New
|
|
|
110
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.59M
|
-$7.64K
|
-203
|
-0.4%
|
|
|
111
|
McNaughton Wealth Management
San Diego,
California
|
$1.58M
|
+$833K
|
+22,129
|
+78%
|
|
|
112
|
|
$1.57M
|
-$272K
|
-7,231
|
-13%
|
|
|
113
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.55M
|
+$1.85M
|
+49,145
|
New
|
|
|
114
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
-$86.6K
|
-2,302
|
-4%
|
|
|
115
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.51M
|
-$17.3K
|
-459
|
-0.9%
|
|
|
116
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.48M
|
+$1.77M
|
+47,004
|
New
|
|
|
117
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.45M
|
-$211K
|
-5,608
|
-11%
|
|
|
118
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.44M
|
-$183K
|
-4,855
|
-10%
|
|
|
119
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.4M
|
-$7.64K
|
-203
|
-0.5%
|
|
|
120
|
Principal Financial Group
Des Moines,
Iowa
|
$1.4M
|
-$125K
|
-3,331
|
-7%
|
|
|
121
|
Jordan Park Group
San Francisco,
California
|
$1.39M
|
+$1.67M
|
+44,284
|
New
|
|
|
122
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.39M
|
-$5.34M
|
-141,981
|
-76%
|
|
|
123
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.38M
|
-$3.62M
|
-96,314
|
-69%
|
|
|
124
|
Brown Brothers Harriman & Co
New York
|
$1.38M
|
-$376K
|
-10,000
|
-19%
|
|
|
125
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.31M
|
–
|
–
|
–
|
|
