|
101
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.84M
|
–
|
–
|
–
|
|
|
102
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.46M
|
+$161K
|
+2,091
|
+5%
|
|
|
103
|
Macroview Investment Management
Bethesda,
Maryland
|
$3.41M
|
+$1.55M
|
+20,179
|
+83%
|
|
|
104
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.29M
|
+$1.18M
|
+15,418
|
+56%
|
|
|
105
|
Kanawha Capital Management
Richmond,
Virginia
|
$3.21M
|
+$35.6K
|
+464
|
+1%
|
|
|
106
|
Aspiriant LLC
Los Angeles,
California
|
$3.17M
|
-$9.99K
|
-130
|
-0.3%
|
|
|
107
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.95M
|
-$1.13M
|
-14,718
|
-28%
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.95M
|
-$960K
|
-12,493
|
-25%
|
|
|
109
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.95M
|
-$218K
|
-2,841
|
-7%
|
|
|
110
|
Diversified
Wilmington,
Delaware
|
$2.91M
|
+$2.92M
|
+37,984
|
New
|
|
|
111
|
Franklin Resources
San Mateo,
California
|
$2.88M
|
+$672K
|
+8,750
|
+30%
|
|
|
112
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.78M
|
+$262K
|
+3,404
|
+10%
|
|
|
113
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.72M
|
–
|
–
|
–
|
|
|
114
|
TD Private Client Wealth
New York
|
$2.67M
|
+$366K
|
+4,766
|
+16%
|
|
|
115
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.63M
|
+$1.56M
|
+20,346
|
+146%
|
|
|
116
|
|
$2.61M
|
+$59.2K
|
+771
|
+2%
|
|
|
117
|
BluePointe Capital Management
Menlo Park,
California
|
$2.54M
|
-$30.3K
|
-394
|
-1%
|
|
|
118
|
Zhang Financial
Portage,
Michigan
|
$2.48M
|
-$39.6K
|
-515
|
-2%
|
|
|
119
|
HB Wealth Management
Atlanta,
Georgia
|
$2.26M
|
+$478K
|
+6,221
|
+27%
|
|
|
120
|
Stifel Financial
St. Louis,
Missouri
|
$2.25M
|
+$89.7K
|
+1,167
|
+4%
|
|
|
121
|
Corient Private Wealth
Miami,
Florida
|
$2.22M
|
+$390K
|
+5,075
|
+21%
|
|
|
122
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.21M
|
-$81.6K
|
-1,062
|
-4%
|
|
|
123
|
Cairn Investment Group
Vancouver,
Washington
|
$2.2M
|
-$74.5K
|
-970
|
-3%
|
|
|
124
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$2.15M
|
-$202K
|
-2,623
|
-9%
|
|
|
125
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$2.12M
|
+$61.5K
|
+800
|
+3%
|
|
