|
76
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$5.41M
|
-$20.8K
|
-497
|
-0.4%
|
|
|
77
|
Stifel Financial
St. Louis,
Missouri
|
$5.31M
|
-$3.22M
|
-76,843
|
-38%
|
|
|
78
|
Prosperity Planning
Kansas City,
Missouri
|
$5.11M
|
-$166K
|
-3,965
|
-3%
|
|
|
79
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$5.02M
|
+$382K
|
+9,099
|
+8%
|
|
|
80
|
SCS Capital Management
Boston,
Massachusetts
|
$4.77M
|
-$21.7K
|
-517
|
-0.5%
|
|
|
81
|
Vise Technologies
New York
|
$4.51M
|
+$1.4M
|
+33,454
|
+45%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
+$59.1K
|
+1,410
|
+1%
|
|
|
83
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$4.02M
|
+$14.3K
|
+342
|
+0.4%
|
|
|
84
|
IHT Wealth Management
Chicago,
Illinois
|
$4M
|
+$90.5K
|
+2,159
|
+2%
|
|
|
85
|
World Investment Advisors
Santa Barbara,
California
|
$3.84M
|
–
|
–
|
–
|
|
|
86
|
CSS LLC
Chicago,
Illinois
|
$3.78M
|
–
|
–
|
–
|
|
|
87
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.72M
|
-$136K
|
-3,250
|
-4%
|
|
|
88
|
|
$3.6M
|
+$125K
|
+2,991
|
+4%
|
|
|
89
|
Cypress Wealth Services
Palm Desert,
California
|
$3.58M
|
-$145K
|
-3,462
|
-4%
|
|
|
90
|
Kickstand Ventures
Pittsford,
New York
|
$3.57M
|
-$80.8K
|
-1,928
|
-2%
|
|
|
91
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.41M
|
-$142K
|
-3,390
|
-4%
|
|
|
92
|
Clayton Partners
Berkeley,
California
|
$3.39M
|
+$377
|
+9
|
+0%
|
|
|
93
|
Custom Index Systems
New York
|
$3.35M
|
-$109K
|
-2,588
|
-3%
|
|
|
94
|
Global Retirement Partners
San Rafael,
California
|
$3.33M
|
+$3.34M
|
+79,553
|
New
|
|
|
95
|
Vance Wealth
Santa Clarita,
California
|
$3.31M
|
-$93.6K
|
-2,232
|
-3%
|
|
|
96
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$3.27M
|
–
|
–
|
–
|
|
|
97
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$3.26M
|
-$512K
|
-12,216
|
-14%
|
|
|
98
|
Balance Wealth
Delaware,
Ohio
|
$3.2M
|
+$503
|
+12
|
+0%
|
|
|
99
|
Cobblestone Asset Management
Richmond,
Virginia
|
$3.2M
|
-$5.59M
|
-133,363
|
-64%
|
|
|
100
|
TSA Wealth Management
Houston,
Texas
|
$3.09M
|
-$85.5K
|
-2,038
|
-3%
|
|
