|
101
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$6.29M
|
+$6.28M
|
+108,561
|
New
|
|
|
102
|
Israel Discount Bank of New York
New York
|
$6.05M
|
-$6.31K
|
-109
|
-0.1%
|
|
|
103
|
Millennium Management
New York
|
$6.04M
|
+$2.5M
|
+43,271
|
+71%
|
|
|
104
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$5.97M
|
-$15.9K
|
-274
|
-0.3%
|
|
|
105
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$5.97M
|
+$5.96M
|
+102,934
|
New
|
|
|
106
|
Perella Weinberg Partners Capital Management
New York
|
$5.83M
|
–
|
–
|
–
|
|
|
107
|
Oppenheimer Asset Management
New York
|
$5.74M
|
+$4.69K
|
+81
|
+0.1%
|
|
|
108
|
PFG Advisors
Phoenix,
Arizona
|
$5.65M
|
+$406K
|
+7,005
|
+8%
|
|
|
109
|
Atria Investments
Charlotte,
North Carolina
|
$5.48M
|
+$394K
|
+6,811
|
+8%
|
|
|
110
|
Roundview Capital
Princeton,
New Jersey
|
$5.47M
|
+$2.19M
|
+37,911
|
+67%
|
|
|
111
|
Copperleaf Capital
Raleigh,
North Carolina
|
$5.42M
|
+$5.41M
|
+93,522
|
New
|
|
|
112
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$5.37M
|
-$27.7K
|
-478
|
-0.5%
|
|
|
113
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.31M
|
-$351K
|
-6,071
|
-6%
|
|
|
114
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$5.3M
|
+$5.29M
|
+91,365
|
New
|
|
|
115
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$5.29M
|
+$952K
|
+16,440
|
+22%
|
|
|
116
|
Evercore Wealth Management
New York
|
$5.25M
|
+$317K
|
+5,475
|
+6%
|
|
|
117
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$5.16M
|
-$796K
|
-13,748
|
-13%
|
|
|
118
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$4.96M
|
+$4.95M
|
+85,519
|
New
|
|
|
119
|
Caldwell Trust
Venice,
Florida
|
$4.95M
|
+$4.94M
|
+85,367
|
New
|
|
|
120
|
Destination Wealth Management
Walnut Creek,
California
|
$4.95M
|
+$198K
|
+3,422
|
+4%
|
|
|
121
|
Phoenix Financial
Givatayim,
Israel
|
$4.86M
|
-$46K
|
-794
|
-0.9%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$4.82M
|
+$487K
|
+8,408
|
+11%
|
|
|
123
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$4.81M
|
+$744K
|
+12,859
|
+18%
|
|
|
124
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$4.69M
|
+$4.69M
|
+80,944
|
New
|
|
|
125
|
Eagle Global Advisors
Houston,
Texas
|
$4.69M
|
-$164K
|
-2,838
|
-3%
|
|
