|
101
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.24M
|
-$1.17K
|
-16
|
-0%
|
|
|
102
|
Wealth Architects
Mountain View,
California
|
$5.12M
|
+$338K
|
+4,631
|
+7%
|
|
|
103
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.03M
|
-$136K
|
-1,860
|
-3%
|
|
|
104
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.01M
|
+$473K
|
+6,482
|
+10%
|
|
|
105
|
PFS Investments
Duluth,
Georgia
|
$4.99M
|
+$1.2M
|
+16,410
|
+32%
|
|
|
106
|
SageView Advisory Group
Newport Beach,
California
|
$4.95M
|
-$193K
|
-2,640
|
-4%
|
|
|
107
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.93M
|
+$575K
|
+7,880
|
+13%
|
|
|
108
|
Truist Financial
Charlotte,
North Carolina
|
$4.56M
|
+$53.9K
|
+739
|
+1%
|
|
|
109
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.55M
|
-$106K
|
-1,448
|
-2%
|
|
|
110
|
Accredited Investors
Edina,
Minnesota
|
$4.24M
|
-$10.1K
|
-138
|
-0.2%
|
|
|
111
|
|
$3.99M
|
-$12.5M
|
-171,739
|
-76%
|
|
|
112
|
Savant Capital
Rockford,
Illinois
|
$3.96M
|
+$23.6K
|
+324
|
+0.6%
|
|
|
113
|
Pitcairn
Conshohocken,
Pennsylvania
|
$3.93M
|
-$2.99K
|
-41
|
-0.1%
|
|
|
114
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$3.74M
|
-$123K
|
-1,681
|
-3%
|
|
|
115
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.67M
|
+$2.32M
|
+31,784
|
+172%
|
|
|
116
|
Objective Capital Management
Pepper Pike,
Ohio
|
$3.57M
|
-$143K
|
-1,957
|
-4%
|
|
|
117
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.41M
|
+$766K
|
+10,507
|
+29%
|
|
|
118
|
Citadel Advisors
Miami,
Florida
|
$3.37M
|
+$2.46M
|
+33,761
|
+271%
|
|
|
119
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.26M
|
+$16.9K
|
+231
|
+0.5%
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.24M
|
-$1.15M
|
-15,739
|
-26%
|
|
|
121
|
Integris Wealth Management
Monterey,
California
|
$3.23M
|
+$135K
|
+1,855
|
+4%
|
|
|
122
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.22M
|
-$18.6K
|
-255
|
-0.6%
|
|
|
123
|
Trilogy Capital
Irvine,
California
|
$3.13M
|
+$172K
|
+2,354
|
+6%
|
|
|
124
|
Waypoint Wealth Partners
Mill Valley,
California
|
$3.12M
|
–
|
–
|
–
|
|
|
125
|
One Wealth Advisors
San Francisco,
California
|
$3.08M
|
+$18.8K
|
+258
|
+0.6%
|
|
