|
101
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.32M
|
+$174K
|
+2,986
|
+4%
|
|
|
102
|
Wells Fargo
San Francisco,
California
|
$4.27M
|
-$65.9K
|
-1,132
|
-2%
|
|
|
103
|
WealthCollab
Bellevue,
Washington
|
$4.26M
|
+$3.97M
|
+68,115
|
New
|
|
|
104
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$4.21M
|
+$1.13M
|
+19,441
|
+41%
|
|
|
105
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$4.16M
|
-$1.31M
|
-22,458
|
-25%
|
|
|
106
|
Elevate Wealth Advisory
Athens,
Georgia
|
$4.12M
|
+$3.84M
|
+65,999
|
New
|
|
|
107
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.06M
|
-$1.31M
|
-22,432
|
-26%
|
|
|
108
|
SageView Advisory Group
Newport Beach,
California
|
$3.85M
|
+$3.64M
|
+62,447
|
New
|
|
|
109
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.83M
|
+$148K
|
+2,539
|
+4%
|
|
|
110
|
Stegent Equity Advisors
Houston,
Texas
|
$3.79M
|
-$1.01M
|
-17,266
|
-22%
|
|
|
111
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
+$1M
|
+17,177
|
+40%
|
|
|
112
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.75M
|
+$152K
|
+2,606
|
+5%
|
|
|
113
|
Squire Investment Management Company
Orem,
Utah
|
$3.72M
|
+$3.46M
|
+59,461
|
New
|
|
|
114
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.64M
|
+$3.39M
|
+58,201
|
New
|
|
|
115
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.62M
|
+$85.8K
|
+1,474
|
+3%
|
|
|
116
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.58M
|
+$115K
|
+1,971
|
+4%
|
|
|
117
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$3.57M
|
+$3.4M
|
+58,337
|
New
|
|
|
118
|
Fortress Wealth Management
Culver City,
California
|
$3.51M
|
-$736K
|
-12,639
|
-18%
|
|
|
119
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.36M
|
+$274K
|
+4,699
|
+9%
|
|
|
120
|
Stone Summit Wealth
Miami,
Florida
|
$3.33M
|
+$166K
|
+2,859
|
+6%
|
|
|
121
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.33M
|
+$3.1M
|
+53,265
|
New
|
|
|
122
|
Versant Capital Management
Phoenix,
Arizona
|
$3.3M
|
+$24.3K
|
+418
|
+0.8%
|
|
|
123
|
WealthShield Partners
Cary,
North Carolina
|
$3.23M
|
+$26.7K
|
+459
|
+0.9%
|
|
|
124
|
Libra Wealth
Los Gatos,
California
|
$3.2M
|
+$710K
|
+12,193
|
+31%
|
|
|
125
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.16M
|
+$575K
|
+9,881
|
+24%
|
|
