|
101
|
Vance Wealth
Santa Clarita,
California
|
$3.23M
|
-$156K
|
-3,876
|
-5%
|
|
|
102
|
Clayton Partners
Berkeley,
California
|
$3.21M
|
+$12.6K
|
+313
|
+0.4%
|
|
|
103
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$3.1M
|
+$2.15M
|
+53,153
|
+213%
|
|
|
104
|
Balance Wealth
Delaware,
Ohio
|
$3.04M
|
+$60.7K
|
+1,503
|
+2%
|
|
|
105
|
TSA Wealth Management
Houston,
Texas
|
$3.01M
|
-$173K
|
-4,281
|
-5%
|
|
|
106
|
Vise Technologies
New York
|
$2.83M
|
–
|
–
|
–
|
|
|
107
|
Contango Wealth Management
Oakland,
California
|
$2.77M
|
-$499K
|
-12,365
|
-15%
|
|
|
108
|
One Advisory Partners
Overland Park,
Kansas
|
$2.76M
|
-$45.8K
|
-1,135
|
-2%
|
|
|
109
|
Cassilly Financial Group
Severna Park,
Maryland
|
$2.76M
|
+$14.4K
|
+356
|
+0.5%
|
|
|
110
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.71M
|
-$9K
|
-223
|
-0.3%
|
|
|
111
|
Wealth Alliance
Mellville,
New York
|
$2.62M
|
-$139K
|
-3,436
|
-5%
|
|
|
112
|
Equitable Holdings
New York
|
$2.55M
|
-$31.8K
|
-788
|
-1%
|
|
|
113
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.51M
|
+$13.9K
|
+345
|
+0.5%
|
|
|
114
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.51M
|
-$15.2K
|
-376
|
-0.6%
|
|
|
115
|
JBF Capital
Aspen,
Colorado
|
$2.38M
|
–
|
–
|
–
|
|
|
116
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.36M
|
–
|
–
|
–
|
|
|
117
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.32M
|
+$75.7K
|
+1,875
|
+3%
|
|
|
118
|
Creative Planning
Overland Park,
Kansas
|
$2.28M
|
+$160K
|
+3,964
|
+7%
|
|
|
119
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.27M
|
-$3.6M
|
-89,131
|
-61%
|
|
|
120
|
Mariner
Overland Park,
Kansas
|
$2.15M
|
+$524K
|
+12,988
|
+32%
|
|
|
121
|
Allworth Financial
Folsom,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
122
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.08M
|
-$65.7K
|
-1,628
|
-3%
|
|
|
123
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.05M
|
+$539K
|
+13,350
|
+35%
|
|
|
124
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$1.91M
|
–
|
–
|
–
|
|
|
125
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.88M
|
+$83.5K
|
+2,069
|
+5%
|
|
