|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.25M
|
+$1.23M
|
+49,104
|
+6,138%
|
|
|
102
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.24M
|
+$109K
|
+4,360
|
+10%
|
|
|
103
|
American Money Management
Rancho Santa Fe,
California
|
$1.22M
|
+$250
|
+10
|
+0%
|
|
|
104
|
American Portfolios Advisors
Holbrook,
New York
|
$1.21M
|
+$6K
|
+240
|
+0.5%
|
|
|
105
|
Belpointe Asset Management
Reno,
Nevada
|
$1.14M
|
-$1.25K
|
-50
|
-0.1%
|
|
|
106
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.03M
|
-$32.4K
|
-1,295
|
-3%
|
|
|
107
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.01M
|
-$66.6K
|
-2,661
|
-6%
|
|
|
108
|
MONECO Advisors
Fairfield,
Connecticut
|
$989K
|
+$182K
|
+7,284
|
+23%
|
|
|
109
|
Glenview Trust
Louisville,
Kentucky
|
$935K
|
+$935K
|
+37,389
|
New
|
|
|
110
|
First National Bank of South Miami
South Miami,
Florida
|
$926K
|
-$125K
|
-4,988
|
-12%
|
|
|
111
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$923K
|
-$667K
|
-26,643
|
-42%
|
|
|
112
|
Spinnaker Trust
Portland,
Maine
|
$920K
|
+$25K
|
+1,000
|
+3%
|
|
|
113
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$903K
|
–
|
–
|
–
|
|
|
114
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$899K
|
–
|
–
|
–
|
|
|
115
|
Relative Value Partners Group
|
$885K
|
-$12K
|
-478
|
-1%
|
|
|
116
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$883K
|
+$883K
|
+35,299
|
New
|
|
|
117
|
ETFidea
Syracuse,
New York
|
$863K
|
+$13.5K
|
+539
|
+2%
|
|
|
118
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$861K
|
-$32.5K
|
-1,300
|
-4%
|
|
|
119
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$837K
|
+$2.78K
|
+111
|
+0.3%
|
|
|
120
|
Choice Wealth Advisors
Waterville,
Maine
|
$837K
|
+$837K
|
+33,475
|
New
|
|
|
121
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$799K
|
+$800K
|
+31,967
|
New
|
|
|
122
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$753K
|
–
|
–
|
–
|
|
|
123
|
Citadel Advisors
Miami,
Florida
|
$713K
|
-$2.97M
|
-118,673
|
-81%
|
|
|
124
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$700K
|
+$700K
|
+28,000
|
New
|
|
|
125
|
Creative Planning
Overland Park,
Kansas
|
$676K
|
+$676K
|
+27,021
|
New
|
|
