|
101
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.48M
|
+$503
|
+22
|
+0%
|
|
|
102
|
Crestmont Private Wealth
Houston,
Texas
|
$2.43M
|
+$282K
|
+12,327
|
+13%
|
|
|
103
|
Gould Asset Management
Claremont,
California
|
$2.15M
|
+$31.9K
|
+1,393
|
+2%
|
|
|
104
|
|
$2.14M
|
-$264K
|
-11,561
|
-11%
|
|
|
105
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$2.13M
|
+$138K
|
+6,026
|
+7%
|
|
|
106
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$2.12M
|
+$82K
|
+3,584
|
+4%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$2.1M
|
-$152K
|
-6,666
|
-7%
|
|
|
108
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.06M
|
+$419K
|
+18,323
|
+26%
|
|
|
109
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.05M
|
+$2.05M
|
+89,775
|
New
|
|
|
110
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$2.05M
|
+$15.5K
|
+677
|
+0.8%
|
|
|
111
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.05M
|
+$30.4K
|
+1,330
|
+2%
|
|
|
112
|
IFP Advisors
Tampa,
Florida
|
$2M
|
-$12.1K
|
-528
|
-0.6%
|
|
|
113
|
Equitable Holdings
New York
|
$1.98M
|
+$81.3K
|
+3,555
|
+4%
|
|
|
114
|
|
$1.98M
|
–
|
–
|
–
|
|
|
115
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.95M
|
-$1.06M
|
-46,506
|
-35%
|
|
|
116
|
Atomi Financial Group
New York
|
$1.94M
|
-$414K
|
-18,102
|
-18%
|
|
|
117
|
Park Avenue Securities
New York
|
$1.9M
|
-$204K
|
-8,935
|
-10%
|
|
|
118
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.87M
|
-$22.6K
|
-986
|
-1%
|
|
|
119
|
Boston Family Office
Boston,
Massachusetts
|
$1.84M
|
-$1.04M
|
-45,643
|
-36%
|
|
|
120
|
Hughes Financial Services
Herndon,
Virginia
|
$1.83M
|
-$180K
|
-7,876
|
-9%
|
|
|
121
|
KFG Wealth Management
Granger,
Indiana
|
$1.83M
|
+$21.2K
|
+928
|
+1%
|
|
|
122
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.82M
|
+$9.13K
|
+399
|
+0.5%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$1.73M
|
+$595
|
+26
|
+0%
|
|
|
124
|
Black Swift Group
Boulder,
Colorado
|
$1.68M
|
+$1.01M
|
+44,075
|
+149%
|
|
|
125
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.66M
|
–
|
–
|
–
|
|
