|
101
|
|
$2.37M
|
+$274K
|
+7,664
|
+14%
|
|
|
102
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.24M
|
+$985K
|
+27,547
|
+87%
|
|
|
103
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.24M
|
-$279K
|
-7,790
|
-12%
|
|
|
104
|
XML Financial
Bethesda,
Maryland
|
$2.2M
|
+$209K
|
+5,832
|
+11%
|
|
|
105
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.09M
|
+$580K
|
+16,206
|
+41%
|
|
|
106
|
McNaughton Wealth Management
San Diego,
California
|
$2.09M
|
+$177K
|
+4,952
|
+10%
|
|
|
107
|
People's United Financial
Bridgeport,
Connecticut
|
$2.06M
|
+$492K
|
+13,744
|
+34%
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$2.03M
|
-$80.5K
|
-2,252
|
-4%
|
|
|
109
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.99M
|
-$1.01M
|
-28,167
|
-35%
|
|
|
110
|
Truist Financial
Charlotte,
North Carolina
|
$1.96M
|
-$36.8K
|
-1,030
|
-2%
|
|
|
111
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.91M
|
-$1.25K
|
-35
|
-0.1%
|
|
|
112
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.89M
|
+$1.78M
|
+49,732
|
New
|
|
|
113
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.84M
|
-$2.95M
|
-82,408
|
-63%
|
|
|
114
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.83M
|
-$26.4K
|
-737
|
-1%
|
|
|
115
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.82M
|
+$46.5K
|
+1,299
|
+3%
|
|
|
116
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.72M
|
-$117K
|
-3,283
|
-7%
|
|
|
117
|
|
$1.72M
|
-$166K
|
-4,630
|
-9%
|
|
|
118
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.68M
|
-$121K
|
-3,379
|
-7%
|
|
|
119
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.68M
|
+$72
|
+2
|
+0%
|
|
|
120
|
Brown Brothers Harriman & Co
New York
|
$1.66M
|
–
|
–
|
–
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.66M
|
+$3.54K
|
+99
|
+0.2%
|
|
|
122
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.57M
|
–
|
–
|
–
|
|
|
123
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.53M
|
-$199K
|
-5,559
|
-12%
|
|
|
124
|
FSA Wealth Management
Needham,
Massachusetts
|
$1.52M
|
+$165K
|
+4,617
|
+13%
|
|
|
125
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.51M
|
-$55.1K
|
-1,541
|
-4%
|
|
