|
76
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.57M
|
–
|
–
|
–
|
|
|
77
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.52M
|
+$341K
|
+9,700
|
+30%
|
|
|
78
|
Belpointe Asset Management
Reno,
Nevada
|
$1.52M
|
-$70.9K
|
-2,019
|
-5%
|
|
|
79
|
Orin Green Financial
San Diego,
California
|
$1.51M
|
-$126K
|
-3,599
|
-8%
|
|
|
80
|
Caprock Group
Boise,
Idaho
|
$1.5M
|
+$30.4K
|
+864
|
+2%
|
|
|
81
|
Brandywine Trust
Hockessin,
Delaware
|
$1.47M
|
–
|
–
|
–
|
|
|
82
|
Atria Investments
Charlotte,
North Carolina
|
$1.44M
|
-$5.48K
|
-156
|
-0.4%
|
|
|
83
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.44M
|
–
|
–
|
–
|
|
|
84
|
Kestra Advisory Services
Austin,
Texas
|
$1.41M
|
-$1.57M
|
-44,651
|
-53%
|
|
|
85
|
Rockefeller Capital Management
New York
|
$1.39M
|
+$693K
|
+19,734
|
+106%
|
|
|
86
|
LVW Advisors
Pittsford,
New York
|
$1.39M
|
-$14.6K
|
-415
|
-1%
|
|
|
87
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.35M
|
+$65.9K
|
+1,876
|
+5%
|
|
|
88
|
CFO4Life Group
Coppell,
Texas
|
$1.32M
|
-$295K
|
-8,388
|
-19%
|
|
|
89
|
William Blair & Company
Chicago,
Illinois
|
$1.32M
|
+$22.8K
|
+650
|
+2%
|
|
|
90
|
Evercore Wealth Management
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
91
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.19M
|
-$95K
|
-2,705
|
-8%
|
|
|
92
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.11M
|
+$75.8K
|
+2,159
|
+8%
|
|
|
93
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.07M
|
+$1.04M
|
+29,573
|
New
|
|
|
94
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.06M
|
+$61.2K
|
+1,741
|
+6%
|
|
|
95
|
Cedar Capital
Barrington,
Illinois
|
$1.03M
|
-$186K
|
-5,300
|
-16%
|
|
|
96
|
SWMG LLC
Fort Worth,
Texas
|
$1.01M
|
-$27K
|
-768
|
-3%
|
|
|
97
|
Citizens Financial Group
Providence,
Rhode Island
|
$991K
|
–
|
–
|
–
|
|
|
98
|
|
$984K
|
+$953K
|
+27,115
|
New
|
|
|
99
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$961K
|
+$61.5K
|
+1,750
|
+7%
|
|
|
100
|
Mission Wealth Management
Santa Barbara,
California
|
$951K
|
-$65.1K
|
-1,853
|
-7%
|
|
