|
101
|
Omega Financial Group
Santa Barbara,
California
|
$3.58M
|
+$275K
|
+5,337
|
+8%
|
|
|
102
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.5M
|
+$129K
|
+2,503
|
+4%
|
|
|
103
|
Level Four Financial
Dallas,
Texas
|
$3.43M
|
+$1.24M
|
+24,016
|
+56%
|
|
|
104
|
Rockbridge Investment Management
Syracuse,
New York
|
$3.17M
|
+$954K
|
+18,525
|
+43%
|
|
|
105
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.17M
|
-$903K
|
-17,531
|
-22%
|
|
|
106
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.12M
|
+$1.58M
|
+30,744
|
+102%
|
|
|
107
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$3.07M
|
-$242K
|
-4,707
|
-7%
|
|
|
108
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.07M
|
-$1.39K
|
-27
|
-0%
|
|
|
109
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.06M
|
+$1.05M
|
+20,389
|
+52%
|
|
|
110
|
Matrix Asset Advisors
White Plains,
New York
|
$2.98M
|
+$1.23M
|
+23,918
|
+70%
|
|
|
111
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.91M
|
+$2.2M
|
+42,786
|
+305%
|
|
|
112
|
Old Mission Capital
Chicago,
Illinois
|
$2.9M
|
+$2.91M
|
+56,620
|
New
|
|
|
113
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.86M
|
-$3.97M
|
-77,088
|
-58%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$2.8M
|
-$178K
|
-3,451
|
-6%
|
|
|
115
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.79M
|
+$2.8M
|
+54,399
|
New
|
|
|
116
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$2.78M
|
+$49.7K
|
+965
|
+2%
|
|
|
117
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.66M
|
+$402K
|
+7,807
|
+18%
|
|
|
118
|
MRA Advisory Group
Parsippany,
New Jersey
|
$2.63M
|
-$152K
|
-2,952
|
-5%
|
|
|
119
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$2.47M
|
+$10.3K
|
+200
|
+0.4%
|
|
|
120
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2.42M
|
+$2.43M
|
+47,275
|
New
|
|
|
121
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$2.35M
|
–
|
–
|
–
|
|
|
122
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.31M
|
+$405K
|
+7,865
|
+21%
|
|
|
123
|
World Investment Advisors
Santa Barbara,
California
|
$2.29M
|
-$498K
|
-9,678
|
-18%
|
|
|
124
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.23M
|
+$108K
|
+2,092
|
+5%
|
|
|
125
|
Natixis Advisors
Boston,
Massachusetts
|
$2.09M
|
+$92.1K
|
+1,788
|
+5%
|
|
