|
101
|
CVA Family Office
Denver,
Colorado
|
$7.31M
|
+$3.08K
|
+13
|
+0%
|
|
|
102
|
|
$7.23M
|
-$449K
|
-1,894
|
-6%
|
|
|
103
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.17M
|
-$1.74M
|
-7,354
|
-20%
|
|
|
104
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.17M
|
-$1.74M
|
-7,354
|
-20%
|
|
|
105
|
Circle Wealth Management
Summit,
New Jersey
|
$7.12M
|
+$233K
|
+982
|
+4%
|
|
|
106
|
Sharper & Granite
El Segundo,
California
|
$6.93M
|
+$332K
|
+1,401
|
+5%
|
|
|
107
|
Axiom Financial Strategies
New Albany,
Indiana
|
$6.88M
|
+$4.74K
|
+20
|
+0.1%
|
|
|
108
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.87M
|
-$318K
|
-1,344
|
-5%
|
|
|
109
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.86M
|
+$378K
|
+1,597
|
+6%
|
|
|
110
|
Paragon Financial Partners
Woodland Hills,
California
|
$6.83M
|
-$46.9K
|
-198
|
-0.7%
|
|
|
111
|
Park National Corp
Newark,
Ohio
|
$6.79M
|
-$186K
|
-784
|
-3%
|
|
|
112
|
SP Asset Management
Cupertino,
California
|
$6.67M
|
+$1.08M
|
+4,559
|
+21%
|
|
|
113
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$6.66M
|
+$6.29M
|
+26,546
|
New
|
|
|
114
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.56M
|
-$3.81M
|
-16,067
|
-38%
|
|
|
115
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$6.52M
|
+$145K
|
+612
|
+2%
|
|
|
116
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.14M
|
+$5.8M
|
+24,509
|
New
|
|
|
117
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$6.11M
|
+$96.2K
|
+406
|
+2%
|
|
|
118
|
Mercer Global Advisors
Denver,
Colorado
|
$6.08M
|
-$485K
|
-2,049
|
-8%
|
|
|
119
|
Morningstar Investment Services
Chicago,
Illinois
|
$6.06M
|
+$2.79M
|
+11,792
|
+96%
|
|
|
120
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.05M
|
+$129K
|
+544
|
+2%
|
|
|
121
|
Northern Trust
Chicago,
Illinois
|
$6.02M
|
+$255K
|
+1,075
|
+5%
|
|
|
122
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.02M
|
+$3.39M
|
+14,325
|
+148%
|
|
|
123
|
EP Wealth Advisors
Torrance,
California
|
$5.96M
|
+$10.2K
|
+43
|
+0.2%
|
|
|
124
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.95M
|
-$1.38M
|
-5,831
|
-20%
|
|
|
125
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.95M
|
-$1.38M
|
-5,831
|
-20%
|
|
