|
101
|
Collective Family Office
York,
Pennsylvania
|
$822K
|
+$14.3K
|
+545
|
+2%
|
|
|
102
|
Tower Research Capital (TRC)
New York
|
$791K
|
-$637K
|
-24,292
|
-43%
|
|
|
103
|
Liberty Capital Management
Birmingham,
Michigan
|
$789K
|
–
|
–
|
–
|
|
|
104
|
Fortis Capital Management
Bellevue,
Washington
|
$777K
|
+$569K
|
+21,705
|
+229%
|
|
|
105
|
Investmark Advisory Group
Shelton,
Connecticut
|
$761K
|
+$49.1K
|
+1,874
|
+7%
|
|
|
106
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$758K
|
-$1.11M
|
-42,443
|
-58%
|
|
|
107
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$745K
|
+$154K
|
+5,885
|
+25%
|
|
|
108
|
Farther Finance Advisors
San Francisco,
California
|
$740K
|
+$263K
|
+10,048
|
+51%
|
|
|
109
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$728K
|
+$765K
|
+29,182
|
New
|
|
|
110
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$725K
|
–
|
–
|
–
|
|
|
111
|
Gradient Capital Advisors
San Diego,
California
|
$704K
|
+$68.6K
|
+2,618
|
+10%
|
|
|
112
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$667K
|
+$284K
|
+10,833
|
+68%
|
|
|
113
|
Schoolcraft Capital
Boulder,
Colorado
|
$659K
|
+$424K
|
+16,181
|
+158%
|
|
|
114
|
Disciplined Investments
Tulsa,
Oklahoma
|
$645K
|
+$1.6K
|
+61
|
+0.2%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$601K
|
+$122K
|
+4,639
|
+24%
|
|
|
116
|
Five Oceans Advisors
Santa Monica,
California
|
$551K
|
+$146K
|
+5,565
|
+34%
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
$520K
|
+$568K
|
+21,671
|
New
|
|
|
118
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$519K
|
+$546K
|
+20,828
|
New
|
|
|
119
|
Physician Wealth Advisors
Midvale,
Utah
|
$517K
|
+$10.9K
|
+417
|
+2%
|
|
|
120
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$497K
|
–
|
–
|
–
|
|
|
121
|
Tortoise Investment Management
White Plains,
New York
|
$496K
|
-$27.6K
|
-1,055
|
-5%
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$486K
|
-$6.16K
|
-235
|
-1%
|
|
|
123
|
Willow Creek Wealth Management
Sebastopol,
California
|
$442K
|
+$222K
|
+8,475
|
+91%
|
|
|
124
|
Ruedi Wealth Management
Champaign,
Illinois
|
$433K
|
+$124K
|
+4,739
|
+37%
|
|
|
125
|
Brainard Capital Management
Austin,
Texas
|
$424K
|
+$19.3K
|
+735
|
+5%
|
|
