|
76
|
Aurelius Family Office
Bedford,
New Hampshire
|
$3.9M
|
+$537K
|
+11,128
|
+16%
|
|
|
77
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.83M
|
-$46.4K
|
-962
|
-1%
|
|
|
78
|
Vise Technologies
New York
|
$3.76M
|
+$1.82M
|
+37,662
|
+94%
|
|
|
79
|
Stifel Financial
St. Louis,
Missouri
|
$3.72M
|
-$284K
|
-5,897
|
-7%
|
|
|
80
|
MB Generational Wealth
Spokane,
Washington
|
$3.67M
|
+$923K
|
+19,144
|
+34%
|
|
|
81
|
Private Advisor Group
Morristown,
New Jersey
|
$3.65M
|
+$788K
|
+16,338
|
+28%
|
|
|
82
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.63M
|
+$348K
|
+7,209
|
+11%
|
|
|
83
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.63M
|
-$1.42M
|
-29,394
|
-28%
|
|
|
84
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$3.56M
|
+$220K
|
+4,552
|
+7%
|
|
|
85
|
Scratch Capital
Boise,
Idaho
|
$3.41M
|
-$147K
|
-3,050
|
-4%
|
|
|
86
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.36M
|
+$292K
|
+6,059
|
+10%
|
|
|
87
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.34M
|
-$80.2K
|
-1,663
|
-2%
|
|
|
88
|
BWM Planning
The Woodlands,
Texas
|
$3.32M
|
+$421K
|
+8,723
|
+15%
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$3.31M
|
+$69.5K
|
+1,441
|
+2%
|
|
|
90
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$3.25M
|
-$1.45M
|
-30,101
|
-31%
|
|
|
91
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.11M
|
-$274K
|
-5,685
|
-8%
|
|
|
92
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.05M
|
+$999K
|
+20,722
|
+49%
|
|
|
93
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.99M
|
-$143K
|
-2,960
|
-5%
|
|
|
94
|
Note Advisors
Buffalo,
New York
|
$2.97M
|
+$182K
|
+3,781
|
+7%
|
|
|
95
|
Tassel Capital Management
Matthews,
North Carolina
|
$2.96M
|
-$55K
|
-1,140
|
-2%
|
|
|
96
|
TandemGrowth Financial Advisors
Alpharetta,
Georgia
|
$2.95M
|
-$46.2K
|
-959
|
-2%
|
|
|
97
|
GEM Asset Management
Plymouth,
Michigan
|
$2.94M
|
-$9.69K
|
-201
|
-0.3%
|
|
|
98
|
Platform Wealth Management
Holladay,
Utah
|
$2.76M
|
+$2.75M
|
+57,058
|
New
|
|
|
99
|
Financial Engines Advisors
Santa Clara,
California
|
$2.75M
|
+$410K
|
+8,493
|
+18%
|
|
|
100
|
Park Avenue Securities
New York
|
$2.71M
|
+$513K
|
+10,647
|
+23%
|
|
