|
101
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.02M
|
-$31.3K
|
-620
|
-0.8%
|
|
|
102
|
Osborne Partners Capital Management
San Francisco,
California
|
$3.91M
|
-$25K
|
-495
|
-0.6%
|
|
|
103
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.87M
|
+$138K
|
+2,728
|
+4%
|
|
|
104
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.85M
|
+$580K
|
+11,492
|
+18%
|
|
|
105
|
Zacks Investment Management
Chicago,
Illinois
|
$3.77M
|
-$373K
|
-7,400
|
-9%
|
|
|
106
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3.75M
|
-$189K
|
-3,757
|
-5%
|
|
|
107
|
Brightworth
Atlanta,
Georgia
|
$3.72M
|
–
|
–
|
–
|
|
|
108
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.62M
|
+$2.71M
|
+53,832
|
+299%
|
|
|
109
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.6M
|
-$2.35M
|
-46,633
|
-40%
|
|
|
110
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$3.57M
|
+$50.4K
|
+999
|
+1%
|
|
|
111
|
Certuity
North Palm Beach,
Florida
|
$3.51M
|
-$623K
|
-12,353
|
-15%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$3.44M
|
+$180K
|
+3,564
|
+6%
|
|
|
113
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.42M
|
-$121K
|
-2,403
|
-3%
|
|
|
114
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.35M
|
-$160K
|
-3,171
|
-5%
|
|
|
115
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.29M
|
-$1.25M
|
-24,749
|
-27%
|
|
|
116
|
Exeter Financial
Scottsdale,
Arizona
|
$3.29M
|
-$142K
|
-2,806
|
-4%
|
|
|
117
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3.16M
|
+$1.72M
|
+34,123
|
+119%
|
|
|
118
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.08M
|
+$897K
|
+17,787
|
+41%
|
|
|
119
|
Atria Investments
Charlotte,
North Carolina
|
$3.04M
|
+$506K
|
+10,039
|
+20%
|
|
|
120
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.03M
|
-$273K
|
-5,416
|
-8%
|
|
|
121
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.02M
|
+$518K
|
+10,279
|
+21%
|
|
|
122
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3M
|
+$794K
|
+15,753
|
+36%
|
|
|
123
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.95M
|
+$182K
|
+3,607
|
+7%
|
|
|
124
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.87M
|
+$159K
|
+3,161
|
+6%
|
|
|
125
|
Cornerstone Management
Duluth,
Georgia
|
$2.8M
|
+$43.9K
|
+870
|
+2%
|
|
