|
101
|
CoreCap Advisors
Southfield,
Michigan
|
$485K
|
–
|
–
|
–
|
|
|
102
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$478K
|
–
|
–
|
–
|
|
|
103
|
Chapman Financial Group
Kailua,
Hawaii
|
$442K
|
+$183K
|
+1,800
|
+69%
|
|
|
104
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$439K
|
-$42.7K
|
-421
|
-9%
|
|
|
105
|
SCS Capital Management
Boston,
Massachusetts
|
$439K
|
–
|
–
|
–
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$438K
|
+$144K
|
+1,421
|
+48%
|
|
|
107
|
Gordian Advisors
Tucson,
Arizona
|
$431K
|
–
|
–
|
–
|
|
|
108
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$427K
|
+$104K
|
+1,028
|
+32%
|
|
|
109
|
Symmetry Partners
Glastonbury,
Connecticut
|
$390K
|
+$47.6K
|
+469
|
+14%
|
|
|
110
|
Donalies Financial Planning
Washington,
District of Columbia
|
$383K
|
+$114K
|
+1,126
|
+42%
|
|
|
111
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$382K
|
-$40.6M
|
-400,022
|
-99%
|
|
|
112
|
CreativeOne Wealth
Overland Park,
Kansas
|
$379K
|
+$116K
|
+1,142
|
+43%
|
|
|
113
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$377K
|
–
|
–
|
–
|
|
|
114
|
55 North Private Wealth
Winter Park,
Florida
|
$361K
|
+$37.5K
|
+370
|
+11%
|
|
|
115
|
Advisory Services Network
Atlanta,
Georgia
|
$355K
|
+$360K
|
+3,550
|
New
|
|
|
116
|
Fort Point Capital Partners
San Francisco,
California
|
$326K
|
-$615K
|
-6,069
|
-65%
|
|
|
117
|
D.A. Davidson & Co
Great Falls,
Montana
|
$320K
|
+$50.7K
|
+500
|
+19%
|
|
|
118
|
Summit Financial
Parsippany,
New Jersey
|
$313K
|
+$318K
|
+3,132
|
New
|
|
|
119
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$298K
|
–
|
–
|
–
|
|
|
120
|
AQR Capital Management
Greenwich,
Connecticut
|
$296K
|
–
|
–
|
–
|
|
|
121
|
One Degree Advisors
San Diego,
California
|
$287K
|
+$21K
|
+207
|
+8%
|
|
|
122
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$282K
|
+$12.1K
|
+119
|
+4%
|
|
|
123
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
124
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$280K
|
+$284K
|
+2,798
|
New
|
|
|
125
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$275K
|
+$17.6K
|
+174
|
+7%
|
|
