|
101
|
HB Wealth Management
Atlanta,
Georgia
|
$515K
|
+$25.6K
|
+535
|
+5%
|
|
|
102
|
Wilson & Boucher Capital Management
Moraga,
California
|
$509K
|
–
|
–
|
–
|
|
|
103
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$499K
|
–
|
–
|
–
|
|
|
104
|
Abbot Financial Management
Andover,
Massachusetts
|
$494K
|
+$239
|
+5
|
+0%
|
|
|
105
|
Evolution Wealth Advisors
Aventura,
Florida
|
$488K
|
+$493K
|
+10,305
|
New
|
|
|
106
|
WNY Asset Management
Williamsville,
New York
|
$488K
|
–
|
–
|
–
|
|
|
107
|
Essex Financial Services
Essex,
Connecticut
|
$484K
|
-$49K
|
-1,024
|
-9%
|
|
|
108
|
InterOcean Capital Group
Nashville,
Tennessee
|
$480K
|
+$58.8K
|
+1,228
|
+14%
|
|
|
109
|
Venturi Wealth Management
Austin,
Texas
|
$480K
|
+$20.9K
|
+436
|
+4%
|
|
|
110
|
Rockefeller Capital Management
New York
|
$464K
|
+$239
|
+5
|
+0.1%
|
|
|
111
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$464K
|
+$469K
|
+9,801
|
New
|
|
|
112
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$438K
|
-$163K
|
-3,415
|
-27%
|
|
|
113
|
William Blair & Company
Chicago,
Illinois
|
$429K
|
-$22.3K
|
-465
|
-5%
|
|
|
114
|
AE Wealth Management
Topeka,
Kansas
|
$425K
|
-$40.3K
|
-842
|
-9%
|
|
|
115
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$413K
|
+$418K
|
+8,726
|
New
|
|
|
116
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$399K
|
+$404K
|
+8,438
|
New
|
|
|
117
|
Check Capital Management
Costa Mesa,
California
|
$398K
|
–
|
–
|
–
|
|
|
118
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$396K
|
+$180K
|
+3,760
|
+82%
|
|
|
119
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$394K
|
–
|
–
|
–
|
|
|
120
|
Focus Financial Network
Minneapolis,
Minnesota
|
$367K
|
-$5.17K
|
-108
|
-1%
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$324K
|
+$527
|
+11
|
+0.2%
|
|
|
122
|
Mercer Global Advisors
Denver,
Colorado
|
$316K
|
-$3.54K
|
-74
|
-1%
|
|
|
123
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$311K
|
-$132K
|
-2,756
|
-30%
|
|
|
124
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$310K
|
-$111K
|
-2,313
|
-28%
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$303K
|
+$6.51K
|
+136
|
+2%
|
|
