|
76
|
Autus Asset Management
Scottsdale,
Arizona
|
$938K
|
+$103K
|
+1,621
|
+12%
|
|
|
77
|
Truist Financial
Charlotte,
North Carolina
|
$926K
|
-$1.08K
|
-17
|
-0.1%
|
|
|
78
|
Retirement Capital Strategies
San Jose,
California
|
$926K
|
–
|
–
|
–
|
|
|
79
|
EP Wealth Advisors
Torrance,
California
|
$926K
|
+$957K
|
+15,000
|
New
|
|
|
80
|
Pathstone Family Office
Englewood,
New Jersey
|
$921K
|
+$951K
|
+14,918
|
New
|
|
|
81
|
RFG Advisory
Birmingham,
Alabama
|
$898K
|
+$172K
|
+2,704
|
+23%
|
|
|
82
|
Maryland Capital Management
Towson,
Maryland
|
$850K
|
–
|
–
|
–
|
|
|
83
|
MBE Wealth Management
Tomah,
Wisconsin
|
$846K
|
+$64
|
+1
|
+0%
|
|
|
84
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$824K
|
–
|
–
|
–
|
|
|
85
|
Raymond James & Associates
St Petersburg,
Florida
|
$814K
|
+$20.2K
|
+317
|
+2%
|
|
|
86
|
Hardy Reed
Tupelo,
Mississippi
|
$776K
|
+$25.2K
|
+395
|
+3%
|
|
|
87
|
Nottingham Advisors
Amherst,
New York
|
$769K
|
–
|
–
|
–
|
|
|
88
|
Veritable
Wilmington,
Delaware
|
$722K
|
+$58.3K
|
+914
|
+8%
|
|
|
89
|
D.A. Davidson & Co
Great Falls,
Montana
|
$708K
|
+$37.4K
|
+587
|
+5%
|
|
|
90
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$685K
|
-$7.27K
|
-114
|
-1%
|
|
|
91
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$673K
|
-$9.38K
|
-147
|
-1%
|
|
|
92
|
Mercer Global Advisors
Denver,
Colorado
|
$659K
|
-$18.9K
|
-297
|
-3%
|
|
|
93
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$620K
|
–
|
–
|
–
|
|
|
94
|
Bartlett & Co
Cincinnati,
Ohio
|
$620K
|
–
|
–
|
–
|
|
|
95
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$618K
|
+$1.4K
|
+22
|
+0.2%
|
|
|
96
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$605K
|
+$26.7K
|
+418
|
+4%
|
|
|
97
|
Wealthfront Advisers
Palo Alto,
California
|
$591K
|
+$611K
|
+9,578
|
New
|
|
|
98
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$585K
|
+$75.4K
|
+1,182
|
+14%
|
|
|
99
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$584K
|
+$88.3K
|
+1,385
|
+17%
|
|
|
100
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$564K
|
+$30K
|
+470
|
+5%
|
|
