|
76
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.62M
|
–
|
–
|
–
|
|
|
77
|
Caprock Group
Boise,
Idaho
|
$1.57M
|
–
|
–
|
–
|
|
|
78
|
Orin Green Financial
San Diego,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
79
|
Belpointe Asset Management
Reno,
Nevada
|
$1.56M
|
-$11K
|
-295
|
-0.7%
|
|
|
80
|
Atria Investments
Charlotte,
North Carolina
|
$1.53M
|
+$34.7K
|
+929
|
+2%
|
|
|
81
|
Brandywine Trust
Hockessin,
Delaware
|
$1.52M
|
–
|
–
|
–
|
|
|
82
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.5M
|
-$6.54K
|
-175
|
-0.4%
|
|
|
83
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.39M
|
–
|
–
|
–
|
|
|
84
|
LVW Advisors
Pittsford,
New York
|
$1.38M
|
-$50K
|
-1,338
|
-4%
|
|
|
85
|
William Blair & Company
Chicago,
Illinois
|
$1.36M
|
-$3.74K
|
-100
|
-0.3%
|
|
|
86
|
Evercore Wealth Management
New York
|
$1.36M
|
–
|
–
|
–
|
|
|
87
|
Kestra Advisory Services
Austin,
Texas
|
$1.34M
|
-$121K
|
-3,231
|
-8%
|
|
|
88
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.26M
|
+$40.3K
|
+1,077
|
+3%
|
|
|
89
|
CFO4Life Group
Coppell,
Texas
|
$1.23M
|
-$137K
|
-3,664
|
-10%
|
|
|
90
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.23M
|
+$234K
|
+6,250
|
+24%
|
|
|
91
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.18M
|
+$30.1K
|
+805
|
+3%
|
|
|
92
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.17M
|
+$69.9K
|
+1,869
|
+6%
|
|
|
93
|
SWMG LLC
Fort Worth,
Texas
|
$1.08M
|
+$31.2K
|
+835
|
+3%
|
|
|
94
|
Rockefeller Capital Management
New York
|
$1.04M
|
-$395K
|
-10,573
|
-28%
|
|
|
95
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.04M
|
–
|
–
|
–
|
|
|
96
|
Cedar Capital
Barrington,
Illinois
|
$1.03M
|
-$30.4K
|
-812
|
-3%
|
|
|
97
|
Advisor Partners
Walnut Creek,
California
|
$1M
|
+$41.8K
|
+1,117
|
+4%
|
|
|
98
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$973K
|
–
|
–
|
–
|
|
|
99
|
Mission Wealth Management
Santa Barbara,
California
|
$947K
|
-$35.2K
|
-942
|
-4%
|
|
|
100
|
Merit Financial Group
Alpharetta,
Georgia
|
$941K
|
-$2.77K
|
-74
|
-0.3%
|
|
