|
101
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.85M
|
+$626K
|
+8,744
|
+16%
|
|
|
102
|
Private Advisor Group
Morristown,
New Jersey
|
$4.77M
|
-$1.63M
|
-22,820
|
-27%
|
|
|
103
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$4.74M
|
+$139K
|
+1,942
|
+3%
|
|
|
104
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.73M
|
+$19.5K
|
+273
|
+0.4%
|
|
|
105
|
Forum Financial Management
Lombard,
Illinois
|
$4.62M
|
+$30.5K
|
+426
|
+0.7%
|
|
|
106
|
Facet Wealth Inc
Baltimore,
Maryland
|
$4.58M
|
-$243K
|
-3,390
|
-5%
|
|
|
107
|
SOL Capital Management
Rockville,
Maryland
|
$4.45M
|
+$210K
|
+2,937
|
+5%
|
|
|
108
|
Morling Financial Advisors
Fremont,
California
|
$4.1M
|
+$55.5K
|
+775
|
+1%
|
|
|
109
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$4.03M
|
–
|
–
|
–
|
|
|
110
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.01M
|
+$1.08M
|
+15,060
|
+39%
|
|
|
111
|
Perigon Wealth Management
San Francisco,
California
|
$3.91M
|
+$1.15M
|
+16,130
|
+45%
|
|
|
112
|
Farther Finance Advisors
San Francisco,
California
|
$3.89M
|
+$647K
|
+9,041
|
+21%
|
|
|
113
|
TRUADVICE
Sarasota,
Florida
|
$3.86M
|
+$32.8K
|
+458
|
+0.9%
|
|
|
114
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.86M
|
+$1.14M
|
+15,939
|
+45%
|
|
|
115
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.85M
|
-$634K
|
-8,856
|
-15%
|
|
|
116
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.84M
|
+$1.19M
|
+16,689
|
+49%
|
|
|
117
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.72M
|
-$121K
|
-1,690
|
-3%
|
|
|
118
|
UBS Group
Zurich,
Switzerland
|
$3.68M
|
-$1.01M
|
-14,174
|
-22%
|
|
|
119
|
Capital Group Private Client Services
Los Angeles,
California
|
$3.62M
|
+$590K
|
+8,247
|
+21%
|
|
|
120
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$2.57M
|
-35,954
|
-43%
|
|
|
121
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.45M
|
-$155K
|
-2,166
|
-5%
|
|
|
122
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.44M
|
+$698K
|
+9,755
|
+27%
|
|
|
123
|
Mutual Advisors
Omaha,
Nebraska
|
$3.39M
|
+$427K
|
+5,973
|
+15%
|
|
|
124
|
Orion Capital Management
Coronado,
California
|
$3.38M
|
+$3.13M
|
+43,778
|
+3,633%
|
|
|
125
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$3.19M
|
+$424K
|
+5,922
|
+17%
|
|
