|
101
|
Creative Planning
Overland Park,
Kansas
|
$527K
|
-$100K
|
-1,142
|
-17%
|
|
|
102
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$527K
|
–
|
–
|
–
|
|
|
103
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$527K
|
+$85.9K
|
+978
|
+21%
|
|
|
104
|
Cornerstone Capital Management Holdings
New York
|
$523K
|
-$216K
|
-2,464
|
-31%
|
|
|
105
|
Evanson Asset Management
Carmel,
California
|
$520K
|
–
|
–
|
–
|
|
|
106
|
Mirador Capital Partners
Pleasanton,
California
|
$500K
|
+$470K
|
+5,354
|
New
|
|
|
107
|
Madison Investment Holdings
Madison,
Wisconsin
|
$484K
|
+$27.9K
|
+318
|
+7%
|
|
|
108
|
Clarius Group LLC
Seattle,
Washington
|
$483K
|
-$89.1K
|
-1,014
|
-16%
|
|
|
109
|
Klingman & Associates
New York
|
$482K
|
-$95.3K
|
-1,085
|
-17%
|
|
|
110
|
Cambria Investment Management
Manhattan Beach,
California
|
$476K
|
-$179K
|
-2,040
|
-29%
|
|
|
111
|
Voya Financial Advisors
Windsor,
Connecticut
|
$474K
|
-$104K
|
-1,185
|
-19%
|
|
|
112
|
Starfire Investment Advisers
Southfield,
Michigan
|
$464K
|
–
|
–
|
–
|
|
|
113
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$449K
|
-$190K
|
-2,160
|
-31%
|
|
|
114
|
SouthState Corp
Winter Haven,
Florida
|
$437K
|
+$176K
|
+2,000
|
+75%
|
|
|
115
|
Private Advisor Group
Morristown,
New Jersey
|
$436K
|
+$412K
|
+4,691
|
New
|
|
|
116
|
Weatherstone Capital Management
Denver,
Colorado
|
$428K
|
+$403K
|
+4,586
|
New
|
|
|
117
|
|
$427K
|
+$402K
|
+4,572
|
New
|
|
|
118
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$416K
|
-$271K
|
-3,081
|
-41%
|
|
|
119
|
Elm Advisors
Burlingame,
California
|
$400K
|
+$70.3K
|
+800
|
+23%
|
|
|
120
|
Cedar Wealth Management
Walnut Creek,
California
|
$396K
|
–
|
–
|
–
|
|
|
121
|
Tradition Capital Management
Summit,
New Jersey
|
$393K
|
+$371K
|
+4,218
|
New
|
|
|
122
|
Atria Investments
Charlotte,
North Carolina
|
$379K
|
+$357K
|
+4,061
|
New
|
|
|
123
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$374K
|
-$79.1K
|
-900
|
-18%
|
|
|
124
|
AllSquare Wealth Management
Albany,
New York
|
$371K
|
-$29K
|
-330
|
-8%
|
|
|
125
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$371K
|
+$43.1K
|
+490
|
+14%
|
|
