|
101
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$787K
|
+$259K
|
+11,167
|
+48%
|
|
|
102
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$779K
|
–
|
–
|
–
|
|
|
103
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$779K
|
+$36.2K
|
+1,563
|
+5%
|
|
|
104
|
Willow Creek Wealth Management
Sebastopol,
California
|
$772K
|
+$45.5K
|
+1,966
|
+6%
|
|
|
105
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$770K
|
-$63.5K
|
-2,740
|
-7%
|
|
|
106
|
Mercer Global Advisors
Denver,
Colorado
|
$755K
|
-$90K
|
-3,886
|
-10%
|
|
|
107
|
Theory Financial
Fort Collins,
Colorado
|
$745K
|
+$468K
|
+20,199
|
+161%
|
|
|
108
|
Wealth Alliance
Mellville,
New York
|
$702K
|
-$35.6K
|
-1,535
|
-5%
|
|
|
109
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$698K
|
+$712K
|
+30,722
|
New
|
|
|
110
|
MA Private Wealth
San Carlos,
California
|
$697K
|
+$2.32K
|
+100
|
+0.3%
|
|
|
111
|
Blue Edge Capital
Richmond,
Virginia
|
$681K
|
+$114K
|
+4,923
|
+20%
|
|
|
112
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$679K
|
+$444K
|
+19,179
|
+179%
|
|
|
113
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$667K
|
+$75.9K
|
+3,277
|
+13%
|
|
|
114
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$667K
|
+$75.9K
|
+3,277
|
+13%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$657K
|
-$760K
|
-32,807
|
-53%
|
|
|
116
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$657K
|
+$50.8K
|
+2,193
|
+8%
|
|
|
117
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$644K
|
+$656K
|
+28,325
|
New
|
|
|
118
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$617K
|
–
|
–
|
–
|
|
|
119
|
Neumann Capital Management
Foster City,
California
|
$611K
|
–
|
–
|
–
|
|
|
120
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$605K
|
+$15.6K
|
+675
|
+3%
|
|
|
121
|
PFG Advisors
Phoenix,
Arizona
|
$602K
|
+$152K
|
+6,567
|
+33%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$600K
|
+$20.2K
|
+874
|
+3%
|
|
|
123
|
Continuum Advisory
Eagle,
Idaho
|
$585K
|
+$32.5K
|
+1,404
|
+6%
|
|
|
124
|
UMB Bank
Kansas City,
Missouri
|
$585K
|
-$402K
|
-17,377
|
-40%
|
|
|
125
|
Venturi Wealth Management
Austin,
Texas
|
$574K
|
+$46.4K
|
+2,004
|
+9%
|
|
