|
76
|
Sage Advisory Services
Austin,
Texas
|
$2.55M
|
-$61.9K
|
-1,234
|
-2%
|
|
|
77
|
Colonial River Investments
Midlothian,
Virginia
|
$2.54M
|
+$2.54M
|
+50,666
|
New
|
|
|
78
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2.52M
|
-$83.9K
|
-1,672
|
-3%
|
|
|
79
|
Trust Company
Manhattan,
Kansas
|
$2.39M
|
-$232K
|
-4,618
|
-9%
|
|
|
80
|
Belpointe Asset Management
Reno,
Nevada
|
$2.34M
|
-$70.8K
|
-1,412
|
-3%
|
|
|
81
|
Copley Financial Group
San Diego,
California
|
$2.15M
|
-$305K
|
-6,083
|
-12%
|
|
|
82
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.14M
|
+$25.5K
|
+508
|
+1%
|
|
|
83
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.12M
|
+$1.99M
|
+39,654
|
+1,528%
|
|
|
84
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.11M
|
+$456K
|
+9,092
|
+28%
|
|
|
85
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.06M
|
–
|
–
|
–
|
|
|
86
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.95M
|
+$161K
|
+3,202
|
+9%
|
|
|
87
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.94M
|
-$1.17M
|
-23,251
|
-38%
|
|
|
88
|
Independent Financial Group
San Diego,
California
|
$1.93M
|
+$1.23M
|
+24,495
|
+174%
|
|
|
89
|
World Investment Advisors
Santa Barbara,
California
|
$1.93M
|
+$519K
|
+10,348
|
+37%
|
|
|
90
|
Regatta Capital Group
El Segundo,
California
|
$1.91M
|
+$900K
|
+17,939
|
+89%
|
|
|
91
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$1.87M
|
+$151K
|
+3,002
|
+9%
|
|
|
92
|
Intrepid Family Office
Sarasota,
Florida
|
$1.75M
|
+$502K
|
+10,000
|
+40%
|
|
|
93
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.67M
|
-$128K
|
-2,559
|
-7%
|
|
|
94
|
Wealthstar Advisors
Plano,
Texas
|
$1.66M
|
-$192K
|
-3,837
|
-10%
|
|
|
95
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.63M
|
+$1.63M
|
+32,585
|
New
|
|
|
96
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.58M
|
+$218K
|
+4,352
|
+16%
|
|
|
97
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.54M
|
-$1.39M
|
-27,733
|
-47%
|
|
|
98
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$1.52M
|
+$135K
|
+2,693
|
+10%
|
|
|
99
|
Private Trust Company
Cleveland,
Ohio
|
$1.49M
|
-$1.19M
|
-23,719
|
-44%
|
|
|
100
|
Steward Partners Investment Advisory
New York
|
$1.44M
|
+$200K
|
+3,993
|
+16%
|
|
