|
101
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3.84M
|
+$80.5K
|
+1,138
|
+2%
|
|
|
102
|
Morling Financial Advisors
Fremont,
California
|
$3.81M
|
-$48K
|
-678
|
-1%
|
|
|
103
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$3.73M
|
+$3.04K
|
+43
|
+0.1%
|
|
|
104
|
Disciplina Capital Management
Nashville,
Tennessee
|
$3.64M
|
-$120K
|
-1,691
|
-3%
|
|
|
105
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.63M
|
+$22.9K
|
+323
|
+0.6%
|
|
|
106
|
TRUADVICE
Sarasota,
Florida
|
$3.55M
|
+$728K
|
+10,286
|
+26%
|
|
|
107
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.41M
|
+$3.4M
|
+48,072
|
New
|
|
|
108
|
Citadel Advisors
Miami,
Florida
|
$3.37M
|
+$3.37M
|
+47,594
|
New
|
|
|
109
|
JRM Investment Counsel
Omaha,
Nebraska
|
$3.14M
|
-$6.18M
|
-87,356
|
-66%
|
|
|
110
|
Bank of New York Mellon
New York
|
$3.03M
|
+$2.6M
|
+36,666
|
+604%
|
|
|
111
|
Farther Finance Advisors
San Francisco,
California
|
$3.02M
|
+$529K
|
+7,477
|
+21%
|
|
|
112
|
UMB Bank
Kansas City,
Missouri
|
$2.99M
|
+$233K
|
+3,288
|
+8%
|
|
|
113
|
Seed Wealth Management
Evanston,
Illinois
|
$2.92M
|
+$167K
|
+2,360
|
+6%
|
|
|
114
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.83M
|
+$605K
|
+8,548
|
+27%
|
|
|
115
|
Mutual Advisors
Omaha,
Nebraska
|
$2.77M
|
+$479K
|
+6,767
|
+21%
|
|
|
116
|
|
$2.76M
|
+$2.75M
|
+38,911
|
New
|
|
|
117
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.72M
|
+$680K
|
+9,605
|
+33%
|
|
|
118
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.67M
|
+$1.29M
|
+18,156
|
+93%
|
|
|
119
|
L & S Advisors
Los Angeles,
California
|
$2.67M
|
+$2.67M
|
+37,671
|
New
|
|
|
120
|
Brainard Capital Management
Austin,
Texas
|
$2.66M
|
+$125K
|
+1,763
|
+5%
|
|
|
121
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.55M
|
+$1.06M
|
+14,960
|
+71%
|
|
|
122
|
Perigon Wealth Management
San Francisco,
California
|
$2.55M
|
-$48.3K
|
-683
|
-2%
|
|
|
123
|
Triune Financial Partners
Overland Park,
Kansas
|
$2.51M
|
-$160K
|
-2,264
|
-6%
|
|
|
124
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.51M
|
+$2.5M
|
+35,353
|
New
|
|
|
125
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$2.48M
|
+$1.25M
|
+17,682
|
+101%
|
|
