|
76
|
SWM Advisors
St. Petersburg,
Florida
|
$6.55M
|
+$6.56M
|
+130,586
|
New
|
|
|
77
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$6.54M
|
+$2.55M
|
+50,675
|
+64%
|
|
|
78
|
Crestone Asset Management
Boulder,
Colorado
|
$6.5M
|
+$6.52M
|
+129,685
|
New
|
|
|
79
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.34M
|
+$5.55M
|
+110,428
|
+688%
|
|
|
80
|
Parallel Advisors
San Francisco,
California
|
$6.2M
|
-$4.02M
|
-80,060
|
-39%
|
|
|
81
|
CCG Wealth Management
San Diego,
California
|
$6.09M
|
-$260K
|
-5,182
|
-4%
|
|
|
82
|
Capital Advantage
Walnut Creek,
California
|
$6.07M
|
-$191K
|
-3,807
|
-3%
|
|
|
83
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.97M
|
–
|
–
|
–
|
|
|
84
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.85M
|
-$9.87M
|
-196,434
|
-63%
|
|
|
85
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5.82M
|
-$11.7M
|
-233,652
|
-67%
|
|
|
86
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$5.72M
|
+$470K
|
+9,357
|
+9%
|
|
|
87
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$5.67M
|
+$1.54M
|
+30,680
|
+37%
|
|
|
88
|
Mercer Global Advisors
Denver,
Colorado
|
$5.67M
|
-$17.7K
|
-353
|
-0.3%
|
|
|
89
|
Atria Investments
Charlotte,
North Carolina
|
$5.55M
|
+$2.53M
|
+50,390
|
+84%
|
|
|
90
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.53M
|
+$3.79M
|
+75,304
|
+215%
|
|
|
91
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.24M
|
-$637K
|
-12,673
|
-11%
|
|
|
92
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$5.09M
|
-$997K
|
-19,829
|
-16%
|
|
|
93
|
Truist Financial
Charlotte,
North Carolina
|
$5.06M
|
+$1.64M
|
+32,547
|
+48%
|
|
|
94
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$4.89M
|
-$810K
|
-16,119
|
-14%
|
|
|
95
|
|
$4.75M
|
+$698K
|
+13,882
|
+17%
|
|
|
96
|
Callahan Advisors
Houston,
Texas
|
$4.62M
|
-$164K
|
-3,271
|
-3%
|
|
|
97
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.49M
|
+$2.96M
|
+58,921
|
+193%
|
|
|
98
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.43M
|
-$722K
|
-14,355
|
-14%
|
|
|
99
|
Covington Capital Management
Los Angeles,
California
|
$4.43M
|
–
|
–
|
–
|
|
|
100
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.27M
|
+$427K
|
+8,500
|
+11%
|
|
