|
51
|
Bank of America
Charlotte,
North Carolina
|
$4.4M
|
+$1.58M
|
+25,303
|
+56%
|
|
|
52
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.31M
|
-$2.29M
|
-36,735
|
-35%
|
|
|
53
|
Soltis Investment Advisors
St. George,
Utah
|
$4.3M
|
+$950K
|
+15,243
|
+28%
|
|
|
54
|
Claro Advisors
Boston,
Massachusetts
|
$4.24M
|
-$16.3K
|
-262
|
-0.4%
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$4.23M
|
+$896K
|
+14,382
|
+27%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$4.07M
|
+$87.8K
|
+1,409
|
+2%
|
|
|
57
|
Optima Capital
Beaverton,
Oregon
|
$3.89M
|
+$621K
|
+9,964
|
+19%
|
|
|
58
|
RPO LLC
Stamford,
Connecticut
|
$3.83M
|
+$74.8K
|
+1,200
|
+2%
|
|
|
59
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$3.82M
|
+$50K
|
+802
|
+1%
|
|
|
60
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.64M
|
+$2.03M
|
+32,616
|
+126%
|
|
|
61
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.43M
|
+$1.27M
|
+20,345
|
+58%
|
|
|
62
|
Meitav Investment House
Bene-Beraq,
Israel
|
$3.01M
|
+$676K
|
+10,855
|
+29%
|
|
|
63
|
Embree Financial Group
Chicago,
Illinois
|
$2.95M
|
-$282K
|
-4,526
|
-9%
|
|
|
64
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.89M
|
+$2.89M
|
+46,387
|
New
|
|
|
65
|
Vise Technologies
New York
|
$2.86M
|
+$797K
|
+12,788
|
+39%
|
|
|
66
|
Wiser Wealth Management
Marietta,
Georgia
|
$2.83M
|
+$213K
|
+3,415
|
+8%
|
|
|
67
|
|
$2.76M
|
-$702K
|
-11,269
|
-20%
|
|
|
68
|
Vance Wealth
Santa Clarita,
California
|
$2.68M
|
+$308K
|
+4,940
|
+13%
|
|
|
69
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$2.57M
|
+$118K
|
+1,897
|
+5%
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$2.55M
|
+$84.1K
|
+1,350
|
+3%
|
|
|
71
|
Belpointe Asset Management
Reno,
Nevada
|
$2.53M
|
+$1.7M
|
+27,332
|
+204%
|
|
|
72
|
Ovata Capital Management
Hong Kong
|
$2.48M
|
–
|
–
|
–
|
|
|
73
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.41M
|
+$110K
|
+1,768
|
+5%
|
|
|
74
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.41M
|
-$146K
|
-2,347
|
-6%
|
|
|
75
|
SIH Partners
Wilmington,
Delaware
|
$2.31M
|
+$2.31M
|
+37,057
|
New
|
|
