|
101
|
Private Trust Company
Cleveland,
Ohio
|
$1.43M
|
-$374K
|
-7,443
|
-21%
|
|
|
102
|
Pitti Group Wealth Management
Victor,
New York
|
$1.41M
|
+$216K
|
+4,310
|
+18%
|
|
|
103
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.4M
|
-$122K
|
-2,438
|
-8%
|
|
|
104
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.38M
|
+$282K
|
+5,625
|
+26%
|
|
|
105
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.34M
|
+$734K
|
+14,615
|
+121%
|
|
|
106
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.28M
|
+$106K
|
+2,115
|
+9%
|
|
|
107
|
Intrepid Family Office
Sarasota,
Florida
|
$1.26M
|
+$251K
|
+5,000
|
+25%
|
|
|
108
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.22M
|
-$69.7K
|
-1,389
|
-5%
|
|
|
109
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.15M
|
+$226K
|
+4,492
|
+24%
|
|
|
110
|
J. Hagan Capital
Louisville,
Kentucky
|
$1.15M
|
+$1.15M
|
+22,823
|
New
|
|
|
111
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.14M
|
-$57K
|
-1,135
|
-5%
|
|
|
112
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.13M
|
-$329K
|
-6,548
|
-23%
|
|
|
113
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.13M
|
+$2.06K
|
+41
|
+0.2%
|
|
|
114
|
ETF Store
Overland Park,
Kansas
|
$1.12M
|
+$38K
|
+756
|
+4%
|
|
|
115
|
AlphaCore Capital
La Jolla,
California
|
$1.09M
|
-$91.1K
|
-1,814
|
-8%
|
|
|
116
|
MAI Capital Management
Independence,
Ohio
|
$1.08M
|
+$16.8K
|
+334
|
+2%
|
|
|
117
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.03M
|
+$108K
|
+2,144
|
+12%
|
|
|
118
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$984K
|
+$157K
|
+3,135
|
+19%
|
|
|
119
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$949K
|
+$73.3K
|
+1,460
|
+8%
|
|
|
120
|
Comerica Bank
Dallas,
Texas
|
$949K
|
+$175K
|
+3,482
|
+23%
|
|
|
121
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$934K
|
+$17.8K
|
+354
|
+2%
|
|
|
122
|
Weatherly Asset Management
Del Mar,
California
|
$891K
|
-$46.4K
|
-925
|
-5%
|
|
|
123
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$882K
|
+$881K
|
+17,555
|
New
|
|
|
124
|
GeoWealth Management
Chicago,
Illinois
|
$882K
|
+$881K
|
+17,555
|
New
|
|
|
125
|
Spirepoint Private Client
Vero Beach,
Florida
|
$872K
|
–
|
–
|
–
|
|
