|
101
|
Private Trust Company
Cleveland,
Ohio
|
$1.08M
|
+$524K
|
+20,901
|
+93%
|
|
|
102
|
Beto Financial Group
Boise,
Idaho
|
$1.06M
|
+$1.07M
|
+42,527
|
New
|
|
|
103
|
&Partners
Nashville,
Tennessee
|
$1.04M
|
+$46.2K
|
+1,842
|
+5%
|
|
|
104
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.03M
|
+$216K
|
+8,626
|
+26%
|
|
|
105
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$1.03M
|
+$129K
|
+5,128
|
+14%
|
|
|
106
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
107
|
Philip James Wealth Mangement
Milton,
Georgia
|
$980K
|
+$21.7K
|
+867
|
+2%
|
|
|
108
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$964K
|
-$6.77K
|
-270
|
-0.7%
|
|
|
109
|
Harbour Investments
Madison,
Wisconsin
|
$939K
|
+$691K
|
+27,578
|
+268%
|
|
|
110
|
Diversify Wealth Management
Sandy,
Utah
|
$928K
|
+$932K
|
+37,184
|
New
|
|
|
111
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$927K
|
+$124K
|
+4,947
|
+15%
|
|
|
112
|
Golden State Wealth Management
Santa Ana,
California
|
$895K
|
+$8.37K
|
+334
|
+0.9%
|
|
|
113
|
Advyzon Investment Management
Lisle,
Illinois
|
$875K
|
+$885K
|
+35,309
|
New
|
|
|
114
|
Kennedy Investment Group
West Depford,
New Jersey
|
$873K
|
+$651K
|
+25,971
|
+282%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$859K
|
+$296K
|
+11,804
|
+52%
|
|
|
116
|
Cresset Asset Management
Chicago,
Illinois
|
$855K
|
+$864K
|
+34,481
|
New
|
|
|
117
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$850K
|
+$97K
|
+3,868
|
+13%
|
|
|
118
|
Per Stirling Capital Management
Austin,
Texas
|
$850K
|
+$6.27K
|
+250
|
+0.7%
|
|
|
119
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$835K
|
-$6.34K
|
-253
|
-0.7%
|
|
|
120
|
Essex Financial Services
Essex,
Connecticut
|
$801K
|
+$72.4K
|
+2,886
|
+10%
|
|
|
121
|
Peck Wealth Management
White Plains,
New York
|
$781K
|
+$290K
|
+11,550
|
+58%
|
|
|
122
|
Spire Wealth Management
Mclean,
Virginia
|
$779K
|
+$42.5K
|
+1,694
|
+6%
|
|
|
123
|
Smart Money Group
Eastland,
Texas
|
$771K
|
+$58.2K
|
+2,321
|
+8%
|
|
|
124
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$762K
|
-$231K
|
-9,207
|
-23%
|
|
|
125
|
Milestones Private Investment Advisors
Fairport,
New York
|
$740K
|
+$3.46K
|
+138
|
+0.5%
|
|
