|
101
|
DeDora Capital
Napa,
California
|
$2.68M
|
+$138K
|
+2,480
|
+5%
|
|
|
102
|
Heritage Wealth Management (California)
San Diego,
California
|
$2.62M
|
-$94.7K
|
-1,705
|
-3%
|
|
|
103
|
Wealthspire Advisors (New York)
New York
|
$2.54M
|
-$756K
|
-13,616
|
-23%
|
|
|
104
|
United Capital Financial Advisors
Irving,
Texas
|
$2.43M
|
-$3.2M
|
-57,670
|
-57%
|
|
|
105
|
Gould Asset Management
Claremont,
California
|
$2.39M
|
-$336K
|
-6,060
|
-12%
|
|
|
106
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.36M
|
-$175K
|
-3,159
|
-7%
|
|
|
107
|
Westside Investment Management
Santa Monica,
California
|
$2.24M
|
-$80.8K
|
-1,455
|
-3%
|
|
|
108
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.24M
|
+$129K
|
+2,318
|
+6%
|
|
|
109
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.2M
|
+$2.19M
|
+39,443
|
New
|
|
|
110
|
WealthCollab
Bellevue,
Washington
|
$2.18M
|
+$203K
|
+3,664
|
+10%
|
|
|
111
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.13M
|
+$225K
|
+4,050
|
+12%
|
|
|
112
|
Stifel Financial
St. Louis,
Missouri
|
$2.11M
|
+$435K
|
+7,836
|
+26%
|
|
|
113
|
Old Mission Capital
Chicago,
Illinois
|
$2.11M
|
+$1.59M
|
+28,653
|
+313%
|
|
|
114
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.11M
|
+$1.13M
|
+20,284
|
+116%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.91M
|
-$153K
|
-2,749
|
-7%
|
|
|
116
|
Citadel Advisors
Miami,
Florida
|
$1.9M
|
-$173K
|
-3,110
|
-8%
|
|
|
117
|
Rockefeller Capital Management
New York
|
$1.89M
|
+$154K
|
+2,780
|
+9%
|
|
|
118
|
Creative Capital Management Investments
San Diego,
California
|
$1.81M
|
-$1M
|
-18,032
|
-36%
|
|
|
119
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.79M
|
+$1.79M
|
+32,174
|
New
|
|
|
120
|
McIlrath & Eck
Arlington,
Washington
|
$1.77M
|
+$73.5K
|
+1,324
|
+4%
|
|
|
121
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.71M
|
+$77.7K
|
+1,400
|
+5%
|
|
|
122
|
Wedbush Securities
Los Angeles,
California
|
$1.71M
|
+$27.6K
|
+498
|
+2%
|
|
|
123
|
Hamilton Wealth
Encino,
California
|
$1.7M
|
+$65K
|
+1,171
|
+4%
|
|
|
124
|
21 West Wealth Management
Tustin,
California
|
$1.62M
|
+$1.62M
|
+29,095
|
New
|
|
|
125
|
Steward Partners Investment Advisory
New York
|
$1.58M
|
+$1.28M
|
+23,004
|
+425%
|
|
