|
101
|
Waverly Advisors
Birmingham,
Alabama
|
$5.87M
|
+$3.6M
|
+31,853
|
+173%
|
|
|
102
|
Tortoise Investment Management
White Plains,
New York
|
$5.8M
|
-$20K
|
-177
|
-0.4%
|
|
|
103
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$5.78M
|
+$431K
|
+3,805
|
+8%
|
|
|
104
|
Savant Capital
Rockford,
Illinois
|
$5.37M
|
+$216K
|
+1,913
|
+4%
|
|
|
105
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$5.15M
|
+$74.1K
|
+655
|
+2%
|
|
|
106
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$5.14M
|
+$297K
|
+2,627
|
+6%
|
|
|
107
|
Merriman Wealth Management
Seattle,
Washington
|
$5.01M
|
-$36.8K
|
-325
|
-0.8%
|
|
|
108
|
Axiom Advisory
San Diego,
California
|
$5.01M
|
+$82.6K
|
+730
|
+2%
|
|
|
109
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.83M
|
-$51.7K
|
-457
|
-1%
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$4.62M
|
-$120M
|
-1,061,125
|
-96%
|
|
|
111
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$4.62M
|
+$666K
|
+5,888
|
+17%
|
|
|
112
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.53M
|
-$1.54M
|
-13,584
|
-26%
|
|
|
113
|
Diversify Advisory Services
Sandy,
Utah
|
$4.46M
|
+$4.32M
|
+38,136
|
New
|
|
|
114
|
Sage Financial Management Group
Mclean,
Virginia
|
$4.44M
|
+$365K
|
+3,227
|
+9%
|
|
|
115
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.4M
|
+$722K
|
+6,380
|
+20%
|
|
|
116
|
Simplicity Wealth
Summit,
New Jersey
|
$4.35M
|
+$4.21M
|
+37,195
|
New
|
|
|
117
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.32M
|
-$345K
|
-3,047
|
-8%
|
|
|
118
|
The Family Firm
Bethesda,
Maryland
|
$4.31M
|
-$32.3K
|
-285
|
-0.8%
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$4.29M
|
+$1.08M
|
+9,527
|
+35%
|
|
|
120
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.2M
|
+$133K
|
+1,178
|
+3%
|
|
|
121
|
LAM Group
Lake Oswego,
Oregon
|
$4.19M
|
–
|
–
|
–
|
|
|
122
|
Sage Rhino Capital
Menlo Park,
California
|
$4.17M
|
+$225K
|
+1,987
|
+6%
|
|
|
123
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.17M
|
+$52.1K
|
+460
|
+1%
|
|
|
124
|
FDx Advisors
Chicago,
Illinois
|
$4.15M
|
-$244K
|
-2,153
|
-6%
|
|
|
125
|
Vawter Financial
Columbus,
Ohio
|
$4.1M
|
-$180K
|
-1,589
|
-4%
|
|
