|
101
|
HB Wealth Management
Atlanta,
Georgia
|
$737K
|
–
|
–
|
–
|
|
|
102
|
FDx Advisors
Chicago,
Illinois
|
$710K
|
-$6.26M
|
-106,553
|
-90%
|
|
|
103
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$705K
|
-$59.5K
|
-1,012
|
-8%
|
|
|
104
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$699K
|
+$67.8K
|
+1,153
|
+11%
|
|
|
105
|
MGO One Seven
Beachwood,
Ohio
|
$699K
|
+$696K
|
+11,834
|
New
|
|
|
106
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$686K
|
+$6.58K
|
+112
|
+1%
|
|
|
107
|
Essex Financial Services
Essex,
Connecticut
|
$680K
|
+$12.1K
|
+205
|
+2%
|
|
|
108
|
New Capital Management
Houston,
Texas
|
$668K
|
–
|
–
|
–
|
|
|
109
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$666K
|
-$351K
|
-5,968
|
-35%
|
|
|
110
|
Wilson & Boucher Capital Management
Moraga,
California
|
$664K
|
-$17.6K
|
-300
|
-3%
|
|
|
111
|
United Bank (Virginia)
Vienna,
Virginia
|
$664K
|
–
|
–
|
–
|
|
|
112
|
Valmark Advisers
Akron,
Ohio
|
$654K
|
+$399K
|
+6,790
|
+159%
|
|
|
113
|
Trivium Point Advisory
Westport,
Connecticut
|
$653K
|
-$1.41K
|
-24
|
-0.2%
|
|
|
114
|
Venturi Wealth Management
Austin,
Texas
|
$627K
|
-$137K
|
-2,329
|
-18%
|
|
|
115
|
Abbot Financial Management
Andover,
Massachusetts
|
$624K
|
+$35.1K
|
+597
|
+6%
|
|
|
116
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$604K
|
–
|
–
|
–
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$595K
|
+$150K
|
+2,557
|
+34%
|
|
|
118
|
Wealthcare Capital Management
Richmond,
Virginia
|
$589K
|
+$73.3K
|
+1,246
|
+14%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$586K
|
+$275K
|
+4,683
|
+89%
|
|
|
120
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$571K
|
+$569K
|
+9,676
|
New
|
|
|
121
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$552K
|
–
|
–
|
–
|
|
|
122
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$544K
|
+$23.6K
|
+402
|
+5%
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$529K
|
–
|
–
|
–
|
|
|
124
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$527K
|
-$209K
|
-3,563
|
-29%
|
|
|
125
|
Rockefeller Capital Management
New York
|
$510K
|
+$647
|
+11
|
+0.1%
|
|
