|
126
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.4M
|
+$403K
|
+1,426
|
+4%
|
|
|
127
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$10.3M
|
-$45.5K
|
-161
|
-0.4%
|
|
|
128
|
Payne Capital Management
New York
|
$10.3M
|
+$10.4M
|
+36,811
|
New
|
|
|
129
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.2M
|
-$407K
|
-1,441
|
-4%
|
|
|
130
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$10M
|
+$614K
|
+2,174
|
+6%
|
|
|
131
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$9.83M
|
-$66.4K
|
-235
|
-0.7%
|
|
|
132
|
Veery Capital
Wilmington,
Delaware
|
$9.6M
|
+$1.59M
|
+5,608
|
+20%
|
|
|
133
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$9.45M
|
-$23.2K
|
-82
|
-0.2%
|
|
|
134
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.42M
|
+$159K
|
+562
|
+2%
|
|
|
135
|
Avantax Advisory Services
Dallas,
Texas
|
$9.27M
|
+$86.2K
|
+305
|
+0.9%
|
|
|
136
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$9.19M
|
+$163K
|
+577
|
+2%
|
|
|
137
|
Clayton Financial Group
St. Louis,
Missouri
|
$8.88M
|
-$189K
|
-669
|
-2%
|
|
|
138
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.61M
|
+$347K
|
+1,229
|
+4%
|
|
|
139
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$8.6M
|
+$1.14M
|
+4,041
|
+15%
|
|
|
140
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$8.48M
|
-$225K
|
-795
|
-3%
|
|
|
141
|
Arvest Investments
Lowell,
Arkansas
|
$8.42M
|
-$366K
|
-1,294
|
-4%
|
|
|
142
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8.37M
|
-$192K
|
-678
|
-2%
|
|
|
143
|
HB Wealth Management
Atlanta,
Georgia
|
$8.28M
|
+$428K
|
+1,513
|
+5%
|
|
|
144
|
William Blair & Company
Chicago,
Illinois
|
$8.27M
|
-$284K
|
-1,005
|
-3%
|
|
|
145
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.23M
|
+$7.42M
|
+26,247
|
+840%
|
|
|
146
|
Focused Wealth Management
Newburgh,
New York
|
$8.08M
|
+$278K
|
+983
|
+4%
|
|
|
147
|
Advisory Services Network
Atlanta,
Georgia
|
$7.96M
|
-$1.19M
|
-4,199
|
-13%
|
|
|
148
|
Waverly Advisors
Birmingham,
Alabama
|
$7.96M
|
-$346K
|
-1,225
|
-4%
|
|
|
149
|
Towerpoint Wealth
Sacramento,
California
|
$7.95M
|
-$124K
|
-437
|
-2%
|
|
|
150
|
Focus Financial Network
Minneapolis,
Minnesota
|
$7.9M
|
-$50.9K
|
-180
|
-0.6%
|
|
