|
101
|
Vance Wealth
Santa Clarita,
California
|
$5.11M
|
-$2.25M
|
-27,720
|
-32%
|
|
|
102
|
Golden Road Advisors
Tampa,
Florida
|
$5.03M
|
+$538K
|
+6,616
|
+13%
|
|
|
103
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.02M
|
+$383K
|
+4,713
|
+9%
|
|
|
104
|
Principal Financial Group
Des Moines,
Iowa
|
$5.02M
|
-$62.4K
|
-767
|
-1%
|
|
|
105
|
Jordan Park Group
San Francisco,
California
|
$4.86M
|
-$4.88K
|
-60
|
-0.1%
|
|
|
106
|
Focused Wealth Management
Newburgh,
New York
|
$4.77M
|
+$4.55M
|
+55,927
|
New
|
|
|
107
|
Kanawha Capital Management
Richmond,
Virginia
|
$4.65M
|
+$133K
|
+1,639
|
+3%
|
|
|
108
|
Fidelis Capital Partners
Tampa,
Florida
|
$4.64M
|
-$5.77K
|
-71
|
-0.1%
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$4.46M
|
-$30.7K
|
-378
|
-0.7%
|
|
|
110
|
One Capital Management
Westlake Village,
California
|
$4.41M
|
–
|
–
|
–
|
|
|
111
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.33M
|
–
|
–
|
–
|
|
|
112
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$4.32M
|
–
|
–
|
–
|
|
|
113
|
|
$4.21M
|
+$346K
|
+4,256
|
+9%
|
|
|
114
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.16M
|
-$57.6K
|
-708
|
-1%
|
|
|
115
|
Verus Wealth Management
De Pere,
Wisconsin
|
$4.15M
|
-$72.8K
|
-896
|
-2%
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.11M
|
+$1.29M
|
+15,907
|
+49%
|
|
|
117
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.1M
|
+$2.32M
|
+28,596
|
+150%
|
|
|
118
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.09M
|
+$598K
|
+7,357
|
+18%
|
|
|
119
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$3.84M
|
-$574K
|
-7,056
|
-14%
|
|
|
120
|
IFG Advisory
Atlanta,
Georgia
|
$3.83M
|
+$750K
|
+9,222
|
+26%
|
|
|
121
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$3.81M
|
+$3.63M
|
+44,655
|
New
|
|
|
122
|
Rialto Wealth Management
Syracuse,
New York
|
$3.75M
|
-$61.1K
|
-751
|
-2%
|
|
|
123
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$3.71M
|
-$35K
|
-430
|
-1%
|
|
|
124
|
BOK Financial
Tulsa,
Oklahoma
|
$3.65M
|
-$90.3K
|
-1,111
|
-3%
|
|
|
125
|
Corundum Group
Colorado Springs,
Colorado
|
$3.55M
|
-$8.21K
|
-101
|
-0.2%
|
|
