|
101
|
Traveka Wealth
Los Altos,
California
|
$2.1M
|
-$147K
|
-5,652
|
-6%
|
|
|
102
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.08M
|
-$325K
|
-12,514
|
-13%
|
|
|
103
|
Sebold Capital Management
Lisle,
Illinois
|
$2.04M
|
+$27.1K
|
+1,046
|
+1%
|
|
|
104
|
DOHJ LLC
Seattle,
Washington
|
$1.98M
|
+$160K
|
+6,184
|
+9%
|
|
|
105
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.98M
|
+$67.9K
|
+2,617
|
+3%
|
|
|
106
|
Orcam Financial Group
Encinitas,
California
|
$1.96M
|
-$374K
|
-14,429
|
-16%
|
|
|
107
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.89M
|
+$1M
|
+38,649
|
+110%
|
|
|
108
|
AE Wealth Management
Topeka,
Kansas
|
$1.78M
|
+$157K
|
+6,064
|
+10%
|
|
|
109
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.75M
|
–
|
–
|
–
|
|
|
110
|
Lido Advisors
Los Angeles,
California
|
$1.66M
|
-$301K
|
-11,602
|
-15%
|
|
|
111
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.63M
|
+$827K
|
+31,903
|
+100%
|
|
|
112
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.61M
|
-$1.51M
|
-58,288
|
-48%
|
|
|
113
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$1.6M
|
-$3.6K
|
-139
|
-0.2%
|
|
|
114
|
MAI Capital Management
Independence,
Ohio
|
$1.59M
|
+$1.61M
|
+62,208
|
New
|
|
|
115
|
Mason & Associates (California)
Los Angeles,
California
|
$1.59M
|
+$307K
|
+11,819
|
+24%
|
|
|
116
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.57M
|
+$1.59M
|
+61,228
|
New
|
|
|
117
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.49M
|
+$51.6K
|
+1,990
|
+4%
|
|
|
118
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.49M
|
+$1.23M
|
+47,402
|
+441%
|
|
|
119
|
Equitable Holdings
New York
|
$1.48M
|
-$895K
|
-34,527
|
-37%
|
|
|
120
|
Creative Planning
Overland Park,
Kansas
|
$1.46M
|
-$31.1K
|
-1,198
|
-2%
|
|
|
121
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$1.45M
|
+$16.5K
|
+635
|
+1%
|
|
|
122
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.43M
|
+$55.4K
|
+2,135
|
+4%
|
|
|
123
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.42M
|
+$12.1K
|
+465
|
+0.8%
|
|
|
124
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.42M
|
-$91.1K
|
-3,512
|
-6%
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
$1.39M
|
+$1.35K
|
+52
|
+0.1%
|
|
