|
101
|
|
$14.5M
|
-$842K
|
-16,704
|
-5%
|
|
|
102
|
Equitable Holdings
New York
|
$14.5M
|
-$2.17M
|
-43,108
|
-12%
|
|
|
103
|
Monterey Private Wealth
Monterey,
California
|
$14.3M
|
+$5.25M
|
+104,129
|
+53%
|
|
|
104
|
Fermata Advisors
Sonoma,
California
|
$14.3M
|
+$11.3M
|
+224,974
|
+303%
|
|
|
105
|
PFS Partners
Mine Hill,
New Jersey
|
$14.2M
|
+$377K
|
+7,486
|
+3%
|
|
|
106
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14.1M
|
+$262K
|
+5,204
|
+2%
|
|
|
107
|
Leo Brokerage
Hurst,
Texas
|
$14M
|
-$9M
|
-178,517
|
-38%
|
|
|
108
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14M
|
-$303K
|
-6,006
|
-2%
|
|
|
109
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$13.9M
|
-$350K
|
-6,950
|
-2%
|
|
|
110
|
|
$13.8M
|
+$797K
|
+15,805
|
+6%
|
|
|
111
|
Flagstar Advisors
New York
|
$13.7M
|
+$701K
|
+13,894
|
+5%
|
|
|
112
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$13.5M
|
+$950K
|
+18,833
|
+7%
|
|
|
113
|
Capital Planning
Bellevue,
Washington
|
$13.4M
|
+$947K
|
+18,773
|
+7%
|
|
|
114
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$13M
|
+$335K
|
+6,645
|
+2%
|
|
|
115
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.3M
|
+$1.82M
|
+36,029
|
+16%
|
|
|
116
|
Knightsbridge Asset Management
Newport Beach,
California
|
$12.2M
|
+$7.53M
|
+149,363
|
+139%
|
|
|
117
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$12.2M
|
+$435K
|
+8,625
|
+3%
|
|
|
118
|
9258 Wealth Management
Blue Ash,
Ohio
|
$11.7M
|
-$2.61M
|
-51,688
|
-17%
|
|
|
119
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.4M
|
-$769K
|
-15,252
|
-6%
|
|
|
120
|
Well Done LLC
Holland,
Michigan
|
$11.4M
|
-$220K
|
-4,357
|
-2%
|
|
|
121
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.3M
|
-$1.04M
|
-20,543
|
-8%
|
|
|
122
|
Mutual Advisors
Omaha,
Nebraska
|
$11M
|
+$3.27M
|
+64,829
|
+39%
|
|
|
123
|
WealthOne
Albany,
New York
|
$11M
|
+$52.5K
|
+1,042
|
+0.5%
|
|
|
124
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$11M
|
+$1.03M
|
+20,407
|
+10%
|
|
|
125
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$11M
|
+$556K
|
+11,026
|
+5%
|
|
