|
76
|
Old Mission Capital
Chicago,
Illinois
|
$1.54M
|
-$4.69M
|
-145,162
|
-76%
|
|
|
77
|
Orin Green Financial
San Diego,
California
|
$1.52M
|
+$1.46M
|
+45,124
|
New
|
|
|
78
|
CFO4Life Group
Coppell,
Texas
|
$1.51M
|
-$12.3K
|
-382
|
-0.8%
|
|
|
79
|
Belpointe Asset Management
Reno,
Nevada
|
$1.47M
|
-$377K
|
-11,686
|
-21%
|
|
|
80
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.45M
|
–
|
–
|
–
|
|
|
81
|
Northern Trust
Chicago,
Illinois
|
$1.42M
|
-$193K
|
-5,970
|
-12%
|
|
|
82
|
Brandywine Trust
Hockessin,
Delaware
|
$1.36M
|
–
|
–
|
–
|
|
|
83
|
Caprock Group
Boise,
Idaho
|
$1.35M
|
–
|
–
|
–
|
|
|
84
|
Atria Investments
Charlotte,
North Carolina
|
$1.34M
|
+$171K
|
+5,306
|
+15%
|
|
|
85
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.33M
|
+$20.4K
|
+633
|
+2%
|
|
|
86
|
LVW Advisors
Pittsford,
New York
|
$1.3M
|
+$466K
|
+14,432
|
+60%
|
|
|
87
|
Evercore Wealth Management
New York
|
$1.21M
|
-$560K
|
-17,356
|
-32%
|
|
|
88
|
William Blair & Company
Chicago,
Illinois
|
$1.2M
|
–
|
–
|
–
|
|
|
89
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.19M
|
-$210K
|
-6,517
|
-16%
|
|
|
90
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.18M
|
+$1.14M
|
+35,203
|
New
|
|
|
91
|
Cedar Capital
Barrington,
Illinois
|
$1.13M
|
-$177K
|
-5,496
|
-14%
|
|
|
92
|
KWMG LLC
Overland Park,
Kansas
|
$1.12M
|
-$76.7K
|
-2,377
|
-7%
|
|
|
93
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.08M
|
+$196K
|
+6,087
|
+23%
|
|
|
94
|
Private Advisor Group
Morristown,
New Jersey
|
$1.03M
|
-$525K
|
-16,254
|
-35%
|
|
|
95
|
Advisor Partners
Walnut Creek,
California
|
$990K
|
+$943K
|
+29,206
|
New
|
|
|
96
|
SWMG LLC
Fort Worth,
Texas
|
$977K
|
+$924K
|
+28,629
|
New
|
|
|
97
|
Wealthcare Capital Management
Richmond,
Virginia
|
$956K
|
-$175K
|
-5,421
|
-16%
|
|
|
98
|
|
$953K
|
-$1.2M
|
-37,079
|
-57%
|
|
|
99
|
Berkeley Inc
Boise,
Idaho
|
$948K
|
+$910K
|
+28,195
|
New
|
|
|
100
|
Mission Wealth Management
Santa Barbara,
California
|
$942K
|
-$107K
|
-3,303
|
-11%
|
|
