|
101
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$9.39M
|
-$185K
|
-1,710
|
-2%
|
|
|
102
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$9.36M
|
+$9.51M
|
+87,862
|
New
|
|
|
103
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$9.3M
|
-$1.39M
|
-12,817
|
-13%
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.27M
|
+$308K
|
+2,843
|
+3%
|
|
|
105
|
Spire Wealth Management
Mclean,
Virginia
|
$9.16M
|
-$205K
|
-1,890
|
-2%
|
|
|
106
|
Insight Wealth Strategies
San Ramon,
California
|
$9.09M
|
+$228K
|
+2,108
|
+3%
|
|
|
107
|
Shilanski & Associates
Anchorage,
Alaska
|
$9.01M
|
+$314K
|
+2,896
|
+4%
|
|
|
108
|
TME Financial
Huntington Beach,
California
|
$8.9M
|
+$8.72M
|
+80,546
|
New
|
|
|
109
|
Atria Wealth Solutions
New York
|
$8.83M
|
+$2.05M
|
+18,906
|
+30%
|
|
|
110
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.76M
|
-$192K
|
-1,773
|
-2%
|
|
|
111
|
Mercer Global Advisors
Denver,
Colorado
|
$8.7M
|
+$2.51M
|
+23,212
|
+40%
|
|
|
112
|
|
$8.68M
|
-$6.68M
|
-61,710
|
-43%
|
|
|
113
|
Natixis Advisors
Boston,
Massachusetts
|
$8.5M
|
-$139K
|
-1,285
|
-2%
|
|
|
114
|
William Blair & Company
Chicago,
Illinois
|
$8.39M
|
-$738K
|
-6,820
|
-8%
|
|
|
115
|
White Pine Investment Company
Livonia,
Michigan
|
$8.34M
|
+$437K
|
+4,040
|
+5%
|
|
|
116
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.14M
|
-$2.11M
|
-19,508
|
-20%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
$8.13M
|
+$329K
|
+3,037
|
+4%
|
|
|
118
|
Asset Management Group
Stamford,
Connecticut
|
$8.01M
|
-$78.4K
|
-724
|
-1%
|
|
|
119
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$7.73M
|
+$977K
|
+9,025
|
+14%
|
|
|
120
|
Guardian Partners
Toronto,
Canada
|
$7.69M
|
+$7.81M
|
+72,153
|
New
|
|
|
121
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$7.65M
|
+$7.77M
|
+71,817
|
New
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.6M
|
-$1.61M
|
-14,900
|
-17%
|
|
|
123
|
First Trust Advisors
Wheaton,
Illinois
|
$7.58M
|
-$307K
|
-2,832
|
-4%
|
|
|
124
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$7.48M
|
-$150K
|
-1,382
|
-2%
|
|
|
125
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.38M
|
-$137K
|
-1,266
|
-2%
|
|
