|
101
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
102
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.2M
|
-$76.3K
|
-523
|
-6%
|
|
|
103
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
-$109K
|
-746
|
-9%
|
|
|
104
|
RFG Advisory
Birmingham,
Alabama
|
$1.15M
|
+$1.75K
|
+12
|
+0.2%
|
|
|
105
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.12M
|
+$308K
|
+2,109
|
+38%
|
|
|
106
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.12M
|
+$37.2K
|
+255
|
+3%
|
|
|
107
|
United Capital Financial Advisors
Irving,
Texas
|
$1.07M
|
-$17.7K
|
-121
|
-2%
|
|
|
108
|
Von Berge Wealth Management Group
San Diego,
California
|
$1.03M
|
-$39.8K
|
-273
|
-4%
|
|
|
109
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.03M
|
-$73K
|
-500
|
-7%
|
|
|
110
|
Summit Trail Advisors
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
111
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.01M
|
+$752K
|
+5,151
|
+296%
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$995K
|
+$5.11K
|
+35
|
+0.5%
|
|
|
113
|
Equitable Holdings
New York
|
$938K
|
+$2.92K
|
+20
|
+0.3%
|
|
|
114
|
First Bancorp
Damariscotta,
Maine
|
$937K
|
-$40.4K
|
-277
|
-4%
|
|
|
115
|
Savant Capital
Rockford,
Illinois
|
$928K
|
+$924K
|
+6,329
|
New
|
|
|
116
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$921K
|
–
|
–
|
–
|
|
|
117
|
SCS Capital Management
Boston,
Massachusetts
|
$920K
|
-$395K
|
-2,707
|
-30%
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$910K
|
–
|
–
|
–
|
|
|
119
|
Personal CFO Solutions
Chester,
New Jersey
|
$895K
|
–
|
–
|
–
|
|
|
120
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$894K
|
+$424K
|
+2,908
|
+91%
|
|
|
121
|
KWB Wealth
Redlands,
California
|
$891K
|
–
|
–
|
–
|
|
|
122
|
Apeiron RIA
Dallas,
Texas
|
$888K
|
+$1.17K
|
+8
|
+0.1%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$860K
|
+$77.7K
|
+532
|
+10%
|
|
|
124
|
Essex Financial Services
Essex,
Connecticut
|
$808K
|
+$8.03K
|
+55
|
+1%
|
|
|
125
|
World Investment Advisors
Santa Barbara,
California
|
$795K
|
+$56.9K
|
+390
|
+8%
|
|
