|
101
|
Essex Financial Services
Essex,
Connecticut
|
$1.27M
|
-$78.2K
|
-2,805
|
-6%
|
|
|
102
|
Gradient Capital Advisors
San Diego,
California
|
$1.25M
|
+$153K
|
+5,495
|
+15%
|
|
|
103
|
Private Advisor Group
Morristown,
New Jersey
|
$1.02M
|
+$206K
|
+7,370
|
+28%
|
|
|
104
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$968K
|
-$97.2K
|
-3,483
|
-10%
|
|
|
105
|
GEM Asset Management
Plymouth,
Michigan
|
$950K
|
+$133K
|
+4,755
|
+17%
|
|
|
106
|
Zhang Financial
Portage,
Michigan
|
$937K
|
+$28.1K
|
+1,008
|
+3%
|
|
|
107
|
Stifel Financial
St. Louis,
Missouri
|
$889K
|
+$827K
|
+29,649
|
New
|
|
|
108
|
Bank of America
Charlotte,
North Carolina
|
$846K
|
+$526K
|
+18,841
|
+201%
|
|
|
109
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$822K
|
+$765K
|
+27,414
|
New
|
|
|
110
|
Builder Investment Group
Atlanta,
Georgia
|
$812K
|
+$69.6K
|
+2,496
|
+10%
|
|
|
111
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$805K
|
+$43.6K
|
+1,564
|
+6%
|
|
|
112
|
Farther Finance Advisors
San Francisco,
California
|
$783K
|
+$10.5K
|
+378
|
+1%
|
|
|
113
|
Equitable Holdings
New York
|
$782K
|
+$110K
|
+3,960
|
+18%
|
|
|
114
|
Mariner
Overland Park,
Kansas
|
$773K
|
+$4.77K
|
+171
|
+0.7%
|
|
|
115
|
Osaic Holdings
Scottsdale,
Arizona
|
$687K
|
+$315K
|
+11,307
|
+97%
|
|
|
116
|
|
$673K
|
-$1.16M
|
-41,526
|
-65%
|
|
|
117
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$672K
|
+$625K
|
+22,411
|
New
|
|
|
118
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$627K
|
+$781
|
+28
|
+0.1%
|
|
|
119
|
Aire Advisors
Beverly Hills,
California
|
$578K
|
+$279
|
+10
|
+0.1%
|
|
|
120
|
BluePointe Capital Management
Menlo Park,
California
|
$558K
|
+$271K
|
+9,726
|
+109%
|
|
|
121
|
Creative Planning
Overland Park,
Kansas
|
$535K
|
+$498K
|
+17,854
|
New
|
|
|
122
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$535K
|
-$1.78K
|
-64
|
-0.4%
|
|
|
123
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$478K
|
+$108K
|
+3,886
|
+32%
|
|
|
124
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$438K
|
–
|
–
|
–
|
|
|
125
|
My Personal CFO LLC
Vancouver,
Washington
|
$427K
|
-$31.5K
|
-1,131
|
-7%
|
|
