|
101
|
WNY Asset Management
Williamsville,
New York
|
$1.39M
|
-$86K
|
-826
|
-6%
|
|
|
102
|
Savvy Advisors Inc
New York
|
$1.38M
|
+$1.33M
|
+12,779
|
New
|
|
|
103
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.31M
|
+$104
|
+1
|
+0%
|
|
|
104
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.31M
|
-$27.3K
|
-262
|
-2%
|
|
|
105
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.31M
|
+$365K
|
+3,505
|
+41%
|
|
|
106
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.3M
|
+$1.25M
|
+11,998
|
New
|
|
|
107
|
Waverly Advisors
Birmingham,
Alabama
|
$1.29M
|
–
|
–
|
–
|
|
|
108
|
|
$1.28M
|
+$249K
|
+2,390
|
+25%
|
|
|
109
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$1.26M
|
+$413K
|
+3,966
|
+52%
|
|
|
110
|
Cresset Asset Management
Chicago,
Illinois
|
$1.25M
|
–
|
–
|
–
|
|
|
111
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.22M
|
-$486K
|
-4,664
|
-29%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$1.21M
|
+$18.2K
|
+175
|
+2%
|
|
|
113
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.19M
|
–
|
–
|
–
|
|
|
114
|
Klingman & Associates
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
115
|
Spire Wealth Management
Mclean,
Virginia
|
$1.18M
|
-$36.4K
|
-350
|
-3%
|
|
|
116
|
First Foundation Advisors
Irvine,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
117
|
Mercer Global Advisors
Denver,
Colorado
|
$1.15M
|
+$3.02K
|
+29
|
+0.3%
|
|
|
118
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$1.13M
|
+$397K
|
+3,810
|
+57%
|
|
|
119
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.08M
|
+$1.04M
|
+10,000
|
New
|
|
|
120
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.03M
|
+$73.1K
|
+702
|
+8%
|
|
|
121
|
Equitable Holdings
New York
|
$1.02M
|
+$48.1K
|
+462
|
+5%
|
|
|
122
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$969K
|
-$11.9K
|
-114
|
-1%
|
|
|
123
|
Miller Equity Capital Advisors
Irving,
Texas
|
$961K
|
–
|
–
|
–
|
|
|
124
|
Allworth Financial
Folsom,
California
|
$933K
|
-$16K
|
-154
|
-2%
|
|
|
125
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$889K
|
-$10.4K
|
-100
|
-1%
|
|
