|
101
|
UMB Bank
Kansas City,
Missouri
|
$1.49M
|
-$12.6K
|
-505
|
-0.8%
|
|
|
102
|
J. Safra Asset Management
New York
|
$1.45M
|
-$5.85K
|
-234
|
-0.4%
|
|
|
103
|
Decker Retirement Planning
Levi,
Utah
|
$1.39M
|
+$307K
|
+12,264
|
+28%
|
|
|
104
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.33M
|
+$780K
|
+31,216
|
+141%
|
|
|
105
|
Legacy Edge Advisors
Syosset,
New York
|
$1.33M
|
+$138K
|
+5,528
|
+12%
|
|
|
106
|
Davenport & Co
Richmond,
Virginia
|
$1.32M
|
+$76.8K
|
+3,073
|
+6%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
+$140K
|
+5,597
|
+13%
|
|
|
108
|
Scott Capital Advisors
Portland,
Oregon
|
$1.17M
|
+$1.17M
|
+46,883
|
New
|
|
|
109
|
Opal Wealth Advisors
Jericho,
New York
|
$1.17M
|
+$110K
|
+4,388
|
+10%
|
|
|
110
|
Fort Point Capital Partners
San Francisco,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
111
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.14M
|
+$1.14M
|
+45,441
|
New
|
|
|
112
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.13M
|
+$526K
|
+21,049
|
+88%
|
|
|
113
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$1.12M
|
+$1.12M
|
+45,001
|
New
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.11M
|
+$30.7K
|
+1,228
|
+3%
|
|
|
115
|
|
$1.09M
|
+$47.2K
|
+1,890
|
+5%
|
|
|
116
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.07M
|
+$14.4K
|
+577
|
+1%
|
|
|
117
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$1.07M
|
+$1.07M
|
+42,713
|
New
|
|
|
118
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$1.06M
|
+$84.4K
|
+3,375
|
+9%
|
|
|
119
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.04M
|
+$14.9K
|
+598
|
+1%
|
|
|
120
|
CX Institutional
Auburn,
Indiana
|
$1.03M
|
+$41.4K
|
+1,656
|
+4%
|
|
|
121
|
Franklin Resources
San Mateo,
California
|
$1M
|
+$85.3K
|
+3,413
|
+9%
|
|
|
122
|
Cresset Asset Management
Chicago,
Illinois
|
$994K
|
+$123K
|
+4,905
|
+14%
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$992K
|
-$79.5K
|
-3,179
|
-7%
|
|
|
124
|
Mutual Advisors
Omaha,
Nebraska
|
$975K
|
+$207K
|
+8,265
|
+27%
|
|
|
125
|
Summit Wealth Group
White River Junction,
Vermont
|
$930K
|
+$2.85K
|
+114
|
+0.3%
|
|
