|
101
|
Trilogy Capital
Irvine,
California
|
$6.56M
|
+$2.5M
|
+41,083
|
+66%
|
|
|
102
|
Sage Rhino Capital
Menlo Park,
California
|
$6.47M
|
+$81.5K
|
+1,340
|
+1%
|
|
|
103
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$6.39M
|
+$26.3K
|
+432
|
+0.4%
|
|
|
104
|
Perigon Wealth Management
San Francisco,
California
|
$6.31M
|
-$86.5K
|
-1,422
|
-1%
|
|
|
105
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.24M
|
+$1.13M
|
+18,524
|
+23%
|
|
|
106
|
Financial Futures
Brielle,
New Jersey
|
$6.21M
|
-$190K
|
-3,115
|
-3%
|
|
|
107
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$6.12M
|
+$59.9K
|
+984
|
+1%
|
|
|
108
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.03M
|
-$254K
|
-4,176
|
-4%
|
|
|
109
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.92M
|
+$90.1K
|
+1,481
|
+2%
|
|
|
110
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.75M
|
+$945K
|
+15,525
|
+21%
|
|
|
111
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.68M
|
+$79.1K
|
+1,300
|
+1%
|
|
|
112
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.47M
|
+$882K
|
+14,498
|
+20%
|
|
|
113
|
Financial Symmetry
Raleigh,
North Carolina
|
$5.36M
|
-$20.7K
|
-340
|
-0.4%
|
|
|
114
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.3M
|
-$398K
|
-6,544
|
-7%
|
|
|
115
|
|
$4.99M
|
-$4.49M
|
-73,758
|
-49%
|
|
|
116
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.77M
|
+$344K
|
+5,646
|
+8%
|
|
|
117
|
Annandale Capital
Dallas,
Texas
|
$4.7M
|
+$1.81M
|
+29,741
|
+68%
|
|
|
118
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.63M
|
-$402K
|
-6,604
|
-8%
|
|
|
119
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.63M
|
-$402K
|
-6,604
|
-8%
|
|
|
120
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.57M
|
+$42.8K
|
+703
|
+1%
|
|
|
121
|
FMB Wealth Management
Westlake Village,
California
|
$4.5M
|
+$28.8K
|
+473
|
+0.7%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$4.44M
|
+$3.35M
|
+55,095
|
+378%
|
|
|
123
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.38M
|
–
|
–
|
–
|
|
|
124
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.38M
|
-$821K
|
-13,495
|
-16%
|
|
|
125
|
McLean Asset Management
Tysons,
Virginia
|
$4.29M
|
+$408K
|
+6,703
|
+11%
|
|
