|
101
|
Antonetti Capital Management
Naples,
Florida
|
$11.8M
|
-$242K
|
-10,747
|
-2%
|
|
|
102
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
+$9.92M
|
+440,655
|
+524%
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$11.3M
|
+$1.11M
|
+49,223
|
+11%
|
|
|
104
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$10.9M
|
+$111K
|
+4,934
|
+1%
|
|
|
105
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$10.7M
|
+$1.04M
|
+46,283
|
+11%
|
|
|
106
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$10.6M
|
+$313K
|
+13,898
|
+3%
|
|
|
107
|
Occidental Asset Management
Burlingame,
California
|
$10.2M
|
+$1.2M
|
+53,090
|
+13%
|
|
|
108
|
One Day In July LLC
Burlington,
Vermont
|
$9.98M
|
+$644K
|
+28,606
|
+7%
|
|
|
109
|
Montecito Bank & Trust
Santa Barbara,
California
|
$9.93M
|
+$365K
|
+16,199
|
+4%
|
|
|
110
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.86M
|
-$8.91M
|
-396,014
|
-47%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.31M
|
-$284K
|
-12,600
|
-3%
|
|
|
112
|
HighTower Advisors
Chicago,
Illinois
|
$9.29M
|
-$5.03M
|
-223,355
|
-35%
|
|
|
113
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.22M
|
+$1.59M
|
+70,836
|
+20%
|
|
|
114
|
CCG Wealth Management
San Diego,
California
|
$8.87M
|
+$9.06M
|
+402,291
|
New
|
|
|
115
|
Northern Trust
Chicago,
Illinois
|
$8.77M
|
+$5.57M
|
+247,419
|
+164%
|
|
|
116
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$8.73M
|
+$233K
|
+10,350
|
+3%
|
|
|
117
|
Source Financial Advisors
New York
|
$8.66M
|
-$2.46M
|
-109,063
|
-22%
|
|
|
118
|
Perella Weinberg Partners Capital Management
New York
|
$8.07M
|
+$332K
|
+14,731
|
+4%
|
|
|
119
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$8.03M
|
-$4.32M
|
-191,963
|
-34%
|
|
|
120
|
Verum Partners
Charlotte,
North Carolina
|
$7.89M
|
+$8.05M
|
+357,822
|
New
|
|
|
121
|
Phoenix Financial
Givatayim,
Israel
|
$7.88M
|
+$32.8K
|
+1,455
|
+0.4%
|
|
|
122
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$7.87M
|
+$1.25M
|
+55,369
|
+18%
|
|
|
123
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$7.87M
|
+$754K
|
+33,492
|
+10%
|
|
|
124
|
Donoghue Forlines
Boston,
Massachusetts
|
$7.84M
|
+$8M
|
+355,530
|
New
|
|
|
125
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$7.45M
|
+$311K
|
+13,819
|
+4%
|
|
