|
101
|
Verum Partners
Charlotte,
North Carolina
|
$3.69M
|
-$335K
|
-5,580
|
-8%
|
|
|
102
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.65M
|
+$3.65M
|
+60,840
|
New
|
|
|
103
|
KeyBank National Association
Cleveland,
Ohio
|
$3.58M
|
-$143K
|
-2,388
|
-4%
|
|
|
104
|
Wealthspire Advisors (New York)
New York
|
$3.57M
|
+$438K
|
+7,308
|
+14%
|
|
|
105
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.55M
|
+$377K
|
+6,282
|
+12%
|
|
|
106
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.49M
|
+$3.43M
|
+57,222
|
New
|
|
|
107
|
Huntington National Bank
Columbus,
Ohio
|
$3.43M
|
–
|
–
|
–
|
|
|
108
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.36M
|
-$445K
|
-7,416
|
-12%
|
|
|
109
|
Asset Management Group
Stamford,
Connecticut
|
$3.28M
|
-$1.8K
|
-30
|
-0.1%
|
|
|
110
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.25M
|
-$9.36K
|
-156
|
-0.3%
|
|
|
111
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$3.24M
|
+$2.88M
|
+48,000
|
+950%
|
|
|
112
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.15M
|
-$6.48K
|
-108
|
-0.2%
|
|
|
113
|
Centricity Wealth Management
Westerville,
Ohio
|
$3.13M
|
+$3.08M
|
+51,306
|
New
|
|
|
114
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.11M
|
-$11.2K
|
-186
|
-0.4%
|
|
|
115
|
Northern Trust
Chicago,
Illinois
|
$2.97M
|
+$5.76K
|
+96
|
+0.2%
|
|
|
116
|
Graypoint LLC
Albany,
New York
|
$2.96M
|
-$232K
|
-3,864
|
-7%
|
|
|
117
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.82M
|
+$1.57M
|
+26,106
|
+130%
|
|
|
118
|
Adero Partners
Pleasanton,
California
|
$2.78M
|
+$2.73M
|
+45,540
|
New
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
$2.68M
|
+$1.3M
|
+21,636
|
+97%
|
|
|
120
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$2.59M
|
+$120K
|
+1,998
|
+5%
|
|
|
121
|
Avantax Advisory Services
Dallas,
Texas
|
$2.58M
|
+$784K
|
+13,074
|
+45%
|
|
|
122
|
1900 Wealth Management
San Antonio,
Texas
|
$2.52M
|
+$30.2K
|
+504
|
+1%
|
|
|
123
|
First Bancorp
Damariscotta,
Maine
|
$2.49M
|
+$101K
|
+1,680
|
+4%
|
|
|
124
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.48M
|
-$5.78M
|
-96,378
|
-70%
|
|
|
125
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.44M
|
+$6.48K
|
+108
|
+0.3%
|
|
