|
101
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.64M
|
+$173K
|
+7,337
|
+12%
|
|
|
102
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.56M
|
+$56.2K
|
+2,379
|
+4%
|
|
|
103
|
Applied Capital
Little Rock,
Arkansas
|
$1.54M
|
+$103K
|
+4,379
|
+7%
|
|
|
104
|
Peninsula Wealth
San Francisco,
California
|
$1.53M
|
+$95.4K
|
+4,040
|
+7%
|
|
|
105
|
Financial Alternatives
La Jolla,
California
|
$1.51M
|
+$108K
|
+4,558
|
+8%
|
|
|
106
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$1.46M
|
-$12.4K
|
-527
|
-0.8%
|
|
|
107
|
Five Oceans Advisors
Santa Monica,
California
|
$1.43M
|
+$172K
|
+7,268
|
+14%
|
|
|
108
|
Tilson Financial Group
New Providence,
New Jersey
|
$1.43M
|
+$128K
|
+5,406
|
+10%
|
|
|
109
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$1.37M
|
+$1.37M
|
+57,927
|
New
|
|
|
110
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.23M
|
+$32.6K
|
+1,379
|
+3%
|
|
|
111
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.21M
|
+$934K
|
+39,558
|
+334%
|
|
|
112
|
WealthSource Partners
San Luis Obispo,
California
|
$1.2M
|
+$243K
|
+10,306
|
+25%
|
|
|
113
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.12M
|
+$885K
|
+37,488
|
+369%
|
|
|
114
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.11M
|
+$392K
|
+16,598
|
+55%
|
|
|
115
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$1.09M
|
+45,965
|
New
|
|
|
116
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$1.06M
|
-$42.9K
|
-1,817
|
-4%
|
|
|
117
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1.06M
|
+$151K
|
+6,398
|
+17%
|
|
|
118
|
|
$1.02M
|
+$692K
|
+29,296
|
+213%
|
|
|
119
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$955K
|
+$52.5K
|
+2,225
|
+6%
|
|
|
120
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$952K
|
–
|
–
|
–
|
|
|
121
|
Cahill Wealth Management
Portage,
Michigan
|
$939K
|
+$85.2K
|
+3,610
|
+10%
|
|
|
122
|
|
$917K
|
+$532K
|
+22,556
|
+138%
|
|
|
123
|
SageView Advisory Group
Newport Beach,
California
|
$917K
|
+$19.2K
|
+815
|
+2%
|
|
|
124
|
Core Wealth Management
Jupiter,
Florida
|
$902K
|
-$354
|
-15
|
-0%
|
|
|
125
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$867K
|
-$142K
|
-6,010
|
-14%
|
|
