|
101
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.07M
|
–
|
–
|
–
|
|
|
102
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.02M
|
+$1.02M
|
+39,732
|
New
|
|
|
103
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$982K
|
+$172K
|
+6,716
|
+21%
|
|
|
104
|
Park Avenue Securities
New York
|
$970K
|
+$110K
|
+4,298
|
+13%
|
|
|
105
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$919K
|
–
|
–
|
–
|
|
|
106
|
Belpointe Asset Management
Reno,
Nevada
|
$857K
|
+$857K
|
+33,510
|
New
|
|
|
107
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$856K
|
+$3.14M
|
+122,538
|
New
|
|
|
108
|
MONECO Advisors
Fairfield,
Connecticut
|
$838K
|
+$39.7K
|
+1,550
|
+5%
|
|
|
109
|
Private Capital Group
West Hartford,
Connecticut
|
$837K
|
+$60.8K
|
+2,378
|
+8%
|
|
|
110
|
Arrow Financial
Glens Falls,
New York
|
$835K
|
+$49.9K
|
+1,952
|
+6%
|
|
|
111
|
First National Bank of South Miami
South Miami,
Florida
|
$785K
|
+$336K
|
+13,134
|
+75%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$730K
|
+$143K
|
+5,585
|
+24%
|
|
|
113
|
Stokes Family Office
New Orleans,
Louisiana
|
$678K
|
–
|
–
|
–
|
|
|
114
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$671K
|
-$16.4K
|
-640
|
-2%
|
|
|
115
|
|
$640K
|
+$641K
|
+25,040
|
New
|
|
|
116
|
WealthOne
Albany,
New York
|
$635K
|
-$15K
|
-587
|
-2%
|
|
|
117
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$609K
|
-$227K
|
-8,870
|
-27%
|
|
|
118
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$579K
|
+$26.5K
|
+1,036
|
+5%
|
|
|
119
|
Pinnacle Associates
New York
|
$552K
|
–
|
–
|
–
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
121
|
Citadel Advisors
Miami,
Florida
|
$535K
|
+$535K
|
+20,914
|
New
|
|
|
122
|
Regions Financial Corp
Birmingham,
Alabama
|
$528K
|
-$109K
|
-4,275
|
-17%
|
|
|
123
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$511K
|
–
|
–
|
–
|
|
|
124
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$493K
|
+$26.2K
|
+1,025
|
+6%
|
|
|
125
|
Cypress Wealth Services
Palm Desert,
California
|
$472K
|
+$472K
|
+18,452
|
New
|
|
