|
101
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.4M
|
+$224K
|
+4,605
|
+20%
|
|
|
102
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.38M
|
-$2.53M
|
-51,862
|
-66%
|
|
|
103
|
Lido Advisors
Los Angeles,
California
|
$1.33M
|
+$88.9K
|
+1,824
|
+7%
|
|
|
104
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.24M
|
+$142K
|
+2,910
|
+13%
|
|
|
105
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.22M
|
-$136K
|
-2,785
|
-10%
|
|
|
106
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.21M
|
+$10.8K
|
+222
|
+0.9%
|
|
|
107
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.19M
|
-$224K
|
-4,606
|
-16%
|
|
|
108
|
Private Wealth Partners
Mill Valley,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$1.14M
|
+$90.2K
|
+1,851
|
+9%
|
|
|
110
|
Code Waechter
Tampa,
Florida
|
$1.11M
|
+$1.07M
|
+21,958
|
New
|
|
|
111
|
Soltis Investment Advisors
St. George,
Utah
|
$1.07M
|
+$1.56K
|
+32
|
+0.2%
|
|
|
112
|
Two Sigma Investments
New York
|
$1.02M
|
+$980K
|
+20,100
|
New
|
|
|
113
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$989K
|
+$316K
|
+6,488
|
+50%
|
|
|
114
|
Sweeney & Michel
Chico,
California
|
$930K
|
-$131K
|
-2,684
|
-13%
|
|
|
115
|
Belpointe Asset Management
Reno,
Nevada
|
$925K
|
+$890K
|
+18,263
|
New
|
|
|
116
|
Clare Market Investments
Dallas,
Texas
|
$912K
|
+$12.2K
|
+250
|
+1%
|
|
|
117
|
Integrated Advisors Network
Dallas,
Texas
|
$908K
|
+$7.8K
|
+160
|
+0.9%
|
|
|
118
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$871K
|
+$244
|
+5
|
+0%
|
|
|
119
|
Sunbelt Securities
Houston,
Texas
|
$859K
|
+$504K
|
+10,343
|
+157%
|
|
|
120
|
LVZ Inc
Holland,
Michigan
|
$854K
|
-$175K
|
-3,586
|
-18%
|
|
|
121
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$846K
|
+$455K
|
+9,343
|
+126%
|
|
|
122
|
HighTower Advisors
Chicago,
Illinois
|
$837K
|
+$185K
|
+3,801
|
+30%
|
|
|
123
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$836K
|
+$804K
|
+16,496
|
New
|
|
|
124
|
Glassman Wealth Services
Vienna,
Virginia
|
$826K
|
–
|
–
|
–
|
|
|
125
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$803K
|
-$290K
|
-5,950
|
-27%
|
|
