|
101
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$281K
|
+$277K
|
+5,511
|
New
|
|
|
102
|
Atwood & Palmer
Kansas City,
Missouri
|
$271K
|
–
|
–
|
–
|
|
|
103
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$269K
|
-$84.2K
|
-1,675
|
-24%
|
|
|
104
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$252K
|
+$503
|
+10
|
+0.2%
|
|
|
105
|
HighTower Advisors
Chicago,
Illinois
|
$252K
|
+$247K
|
+4,919
|
New
|
|
|
106
|
Excalibur Management
Waltham,
Massachusetts
|
$247K
|
-$3.02K
|
-60
|
-1%
|
|
|
107
|
Columbus Macro
New Castle,
Pennsylvania
|
$246K
|
–
|
–
|
–
|
|
|
108
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$242K
|
+$245K
|
+4,884
|
+4%
|
|
|
109
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$242K
|
+$6.22M
|
+123,795
|
+2,538%
|
|
|
110
|
Signet Financial Management
Parsippany,
New Jersey
|
$233K
|
-$344K
|
-6,835
|
-60%
|
|
|
111
|
Creative Planning
Overland Park,
Kansas
|
$218K
|
+$50
|
+1
|
+0%
|
|
|
112
|
Davenport & Co
Richmond,
Virginia
|
$213K
|
+$210K
|
+4,178
|
New
|
|
|
113
|
Spire Wealth Management
Mclean,
Virginia
|
$174K
|
+$19.8K
|
+394
|
+13%
|
|
|
114
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$173K
|
+$170K
|
+3,387
|
New
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153K
|
–
|
–
|
–
|
|
|
116
|
Disciplined Investments
Tulsa,
Oklahoma
|
$127K
|
–
|
–
|
–
|
|
|
117
|
TD Capital Management
Memphis,
Tennessee
|
$114K
|
+$251
|
+5
|
+0.2%
|
|
|
118
|
GeoWealth Management
Chicago,
Illinois
|
$104K
|
-$1.34M
|
-26,707
|
-93%
|
|
|
119
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$93.6K
|
-$37.2K
|
-741
|
-29%
|
|
|
120
|
Parallel Advisors
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
121
|
Ridgewood Investments
Springfield,
New Jersey
|
$43.3K
|
+$42.6K
|
+847
|
New
|
|
|
122
|
PrairieView Partners
St. Paul,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$32.9K
|
-$2.87K
|
-57
|
-8%
|
|
|
124
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$31.2K
|
+$101
|
+2
|
+0.3%
|
|
|
125
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
