|
101
|
Farther Finance Advisors
San Francisco,
California
|
$2.09M
|
+$465K
|
+4,496
|
+28%
|
|
|
102
|
Quartz Partners
Saratoga Springs,
New York
|
$2.09M
|
+$12.4K
|
+120
|
+0.6%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$2.06M
|
-$1.73M
|
-16,749
|
-46%
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.03M
|
-$49.3K
|
-476
|
-2%
|
|
|
105
|
Florin Court Capital
London,
United Kingdom
|
$1.99M
|
-$2.3M
|
-22,200
|
-53%
|
|
|
106
|
Lido Advisors
Los Angeles,
California
|
$1.97M
|
+$1.39M
|
+13,409
|
+225%
|
|
|
107
|
Prelude Capital Management
New York
|
$1.82M
|
+$1.85M
|
+17,910
|
New
|
|
|
108
|
Sovran Advisors
San Diego,
California
|
$1.68M
|
-$115K
|
-1,109
|
-7%
|
|
|
109
|
TSA Wealth Management
Houston,
Texas
|
$1.6M
|
-$525K
|
-5,073
|
-24%
|
|
|
110
|
SoFi Wealth
San Francisco,
California
|
$1.56M
|
+$1.58M
|
+15,308
|
New
|
|
|
111
|
Hohimer Wealth Management
Seattle,
Washington
|
$1.53M
|
-$621
|
-6
|
-0%
|
|
|
112
|
Perigon Wealth Management
San Francisco,
California
|
$1.53M
|
-$168K
|
-1,624
|
-10%
|
|
|
113
|
Principal Securities
Des Moines,
Iowa
|
$1.52M
|
-$170K
|
-1,641
|
-10%
|
|
|
114
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.51M
|
+$46.7K
|
+451
|
+3%
|
|
|
115
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.48M
|
-$21.2K
|
-205
|
-1%
|
|
|
116
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.48M
|
+$1M
|
+9,700
|
+200%
|
|
|
117
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.46M
|
-$463K
|
-4,471
|
-26%
|
|
|
118
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.39M
|
+$1.42M
|
+13,689
|
New
|
|
|
119
|
Keystone Wealth Services
Palm Desert,
California
|
$1.39M
|
+$5.38K
|
+52
|
+0.4%
|
|
|
120
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.36M
|
-$97.1K
|
-938
|
-7%
|
|
|
121
|
Global Financial Private Client
Sarasota,
Florida
|
$1.35M
|
+$263K
|
+2,540
|
+24%
|
|
|
122
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.33M
|
+$1.36M
|
+13,114
|
New
|
|
|
123
|
Pursue Wealth Partners
Clayton,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
124
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.32M
|
-$173K
|
-1,667
|
-11%
|
|
|
125
|
FFG Retirement Advisors
Centennial,
Colorado
|
$1.29M
|
-$1.05M
|
-10,127
|
-44%
|
|
