|
101
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$2.52M
|
–
|
–
|
–
|
|
|
102
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.5M
|
+$28.4K
|
+621
|
+1%
|
|
|
103
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$2.45M
|
+$665K
|
+14,559
|
+38%
|
|
|
104
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.39M
|
+$185K
|
+4,054
|
+8%
|
|
|
105
|
First Financial Group
Raleigh,
North Carolina
|
$2.34M
|
+$22.8K
|
+499
|
+1%
|
|
|
106
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.31M
|
-$2.01K
|
-44
|
-0.1%
|
|
|
107
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.3M
|
-$410K
|
-8,981
|
-15%
|
|
|
108
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.22M
|
-$160K
|
-3,514
|
-7%
|
|
|
109
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$2.13M
|
+$242K
|
+5,291
|
+13%
|
|
|
110
|
Coastwise Capital Group
La Jolla,
California
|
$2.06M
|
-$295K
|
-6,468
|
-13%
|
|
|
111
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.02M
|
-$221K
|
-4,843
|
-10%
|
|
|
112
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.02M
|
-$507K
|
-11,104
|
-20%
|
|
|
113
|
Oppenheimer & Co
New York
|
$2.01M
|
+$107K
|
+2,335
|
+6%
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$2.01M
|
-$1.61M
|
-35,212
|
-45%
|
|
|
115
|
AssetMark Inc
Concord,
California
|
$2M
|
-$154K
|
-3,375
|
-7%
|
|
|
116
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.98M
|
+$30.6K
|
+670
|
+2%
|
|
|
117
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.97M
|
+$7.72K
|
+169
|
+0.4%
|
|
|
118
|
Asset Allocation Strategies
Farmington,
Michigan
|
$1.95M
|
-$187K
|
-4,102
|
-9%
|
|
|
119
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.95M
|
+$16.8K
|
+368
|
+0.9%
|
|
|
120
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.91M
|
+$45K
|
+986
|
+2%
|
|
|
121
|
Comerica Bank
Dallas,
Texas
|
$1.86M
|
-$679K
|
-14,867
|
-27%
|
|
|
122
|
Valmark Advisers
Akron,
Ohio
|
$1.85M
|
+$9.96K
|
+218
|
+0.5%
|
|
|
123
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.72M
|
-$81.2K
|
-1,779
|
-5%
|
|
|
124
|
MAI Capital Management
Independence,
Ohio
|
$1.72M
|
-$111K
|
-2,421
|
-6%
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.68M
|
+$231K
|
+5,053
|
+16%
|
|
