|
101
|
Asset Dedication LLC
San Francisco,
California
|
$968K
|
+$13.2K
|
+567
|
+1%
|
|
|
102
|
NovaPoint Capital
Atlanta,
Georgia
|
$961K
|
-$934K
|
-40,236
|
-49%
|
|
|
103
|
TLWM Financial
San Antonio,
Texas
|
$924K
|
-$2.4M
|
-103,227
|
-72%
|
|
|
104
|
Meitav Investment House
Bene-Beraq,
Israel
|
$918K
|
-$21.1K
|
-910
|
-2%
|
|
|
105
|
Leavell Investment Management
Mobile,
Alabama
|
$911K
|
+$77.2K
|
+3,327
|
+9%
|
|
|
106
|
Allworth Financial
Folsom,
California
|
$907K
|
+$872K
|
+37,564
|
+2,890%
|
|
|
107
|
Centric Wealth Management
Chicago,
Illinois
|
$885K
|
-$3.02M
|
-130,252
|
-77%
|
|
|
108
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$855K
|
+$165K
|
+7,110
|
+24%
|
|
|
109
|
Day & Ennis
Macon,
Georgia
|
$843K
|
-$93.2K
|
-4,016
|
-10%
|
|
|
110
|
Coldstream Capital Management
Bellevue,
Washington
|
$842K
|
+$838K
|
+36,079
|
New
|
|
|
111
|
Blue Square Asset Management
New York
|
$839K
|
-$828K
|
-35,673
|
Closed
|
|
|
112
|
Rockefeller Capital Management
New York
|
$829K
|
+$83K
|
+3,573
|
+11%
|
|
|
113
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$819K
|
+$166K
|
+7,143
|
+26%
|
|
|
114
|
Cetera Advisors
Denver,
Colorado
|
$809K
|
+$42.6K
|
+1,835
|
+6%
|
|
|
115
|
Stokes Family Office
New Orleans,
Louisiana
|
$794K
|
–
|
–
|
–
|
|
|
116
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$782K
|
+$90.3K
|
+3,890
|
+13%
|
|
|
117
|
Old Mission Capital
Chicago,
Illinois
|
$766K
|
-$718K
|
-30,915
|
-49%
|
|
|
118
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$762K
|
+$568K
|
+24,466
|
+300%
|
|
|
119
|
MML Investors Services
Springfield,
Massachusetts
|
$734K
|
+$465K
|
+20,008
|
+175%
|
|
|
120
|
Regions Financial Corp
Birmingham,
Alabama
|
$706K
|
+$109K
|
+4,686
|
+18%
|
|
|
121
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$696K
|
+$112K
|
+4,842
|
+19%
|
|
|
122
|
Segment Wealth Management
Houston,
Texas
|
$669K
|
+$137K
|
+5,891
|
+26%
|
|
|
123
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$660K
|
-$116
|
-5
|
-0%
|
|
|
124
|
Ironwood Financial
Tucson,
Arizona
|
$650K
|
+$646K
|
+27,832
|
New
|
|
|
125
|
Belpointe Asset Management
Reno,
Nevada
|
$629K
|
-$39K
|
-1,680
|
-6%
|
|
