|
101
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.23M
|
+$39.6K
|
+1,604
|
+3%
|
|
|
102
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.2M
|
+$365K
|
+14,790
|
+43%
|
|
|
103
|
Kestra Advisory Services
Austin,
Texas
|
$1.18M
|
-$151K
|
-6,122
|
-11%
|
|
|
104
|
American Portfolios Advisors
Holbrook,
New York
|
$1.16M
|
+$246K
|
+9,986
|
+26%
|
|
|
105
|
Northwest Bancshares
Warren,
Pennsylvania
|
$1.16M
|
-$12.3K
|
-500
|
-1%
|
|
|
106
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.13M
|
-$72.2K
|
-2,927
|
-6%
|
|
|
107
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.11M
|
+$128K
|
+5,171
|
+13%
|
|
|
108
|
Barrett & Company
Providence,
Rhode Island
|
$1.11M
|
+$1.12M
|
+45,586
|
New
|
|
|
109
|
Asset Dedication LLC
San Francisco,
California
|
$1.1M
|
-$69.4K
|
-2,813
|
-6%
|
|
|
110
|
Old Mission Capital
Chicago,
Illinois
|
$1.06M
|
-$876K
|
-35,495
|
-45%
|
|
|
111
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.04M
|
-$11.3K
|
-460
|
-1%
|
|
|
112
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.03M
|
+$521K
|
+21,116
|
+97%
|
|
|
113
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.03M
|
+$267K
|
+10,819
|
+34%
|
|
|
114
|
Lee Financial
Dallas,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
115
|
Cetera Advisors
Denver,
Colorado
|
$974K
|
–
|
–
|
–
|
|
|
116
|
|
$972K
|
–
|
–
|
–
|
|
|
117
|
Belpointe Asset Management
Reno,
Nevada
|
$909K
|
+$36.4K
|
+1,475
|
+4%
|
|
|
118
|
Stokes Family Office
New Orleans,
Louisiana
|
$882K
|
–
|
–
|
–
|
|
|
119
|
Blue Square Asset Management
New York
|
$831K
|
+$216K
|
+8,747
|
+34%
|
|
|
120
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$817K
|
-$16.3K
|
-660
|
-2%
|
|
|
121
|
Rockefeller Capital Management
New York
|
$798K
|
+$131K
|
+5,292
|
+19%
|
|
|
122
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$782K
|
+$112K
|
+4,559
|
+16%
|
|
|
123
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$746K
|
-$25.3K
|
-1,025
|
-3%
|
|
|
124
|
First Interstate Bank
Billings,
Montana
|
$743K
|
+$74.1K
|
+3,004
|
+11%
|
|
|
125
|
Farmers National Bank
Danville,
Kentucky
|
$727K
|
+$61.1K
|
+2,478
|
+9%
|
|
