|
126
|
Private Trust Company
Cleveland,
Ohio
|
$861K
|
-$11.9K
|
-178
|
-1%
|
|
|
127
|
Belpointe Asset Management
Reno,
Nevada
|
$859K
|
+$219K
|
+3,261
|
+35%
|
|
|
128
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$813K
|
-$119K
|
-1,767
|
-13%
|
|
|
129
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$766K
|
+$110K
|
+1,636
|
+17%
|
|
|
130
|
Litman Gregory Wealth Management
Larkspur,
California
|
$739K
|
-$45.3K
|
-675
|
-6%
|
|
|
131
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$737K
|
+$11.5K
|
+171
|
+2%
|
|
|
132
|
Natixis Advisors
Boston,
Massachusetts
|
$724K
|
+$705K
|
+10,502
|
New
|
|
|
133
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$715K
|
+$13.8K
|
+206
|
+2%
|
|
|
134
|
M.E. Allison & Co
San Antonio,
Texas
|
$715K
|
–
|
–
|
–
|
|
|
135
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$700K
|
+$250K
|
+3,732
|
+58%
|
|
|
136
|
Mutual Advisors
Omaha,
Nebraska
|
$693K
|
-$26.6K
|
-397
|
-4%
|
|
|
137
|
Ignite Planners
San Clemente,
California
|
$689K
|
+$45.8K
|
+683
|
+7%
|
|
|
138
|
Advisory Services Network
Atlanta,
Georgia
|
$688K
|
-$82.5K
|
-1,229
|
-11%
|
|
|
139
|
Traveka Wealth
Los Altos,
California
|
$659K
|
+$641K
|
+9,553
|
New
|
|
|
140
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$650K
|
+$2.28K
|
+34
|
+0.4%
|
|
|
141
|
Verity Asset Management
Durham,
North Carolina
|
$635K
|
+$618K
|
+9,210
|
New
|
|
|
142
|
MONECO Advisors
Fairfield,
Connecticut
|
$631K
|
+$12.8K
|
+190
|
+2%
|
|
|
143
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$606K
|
-$2.08K
|
-31
|
-0.4%
|
|
|
144
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$605K
|
+$589K
|
+8,778
|
New
|
|
|
145
|
Clear Point Advisors
Melville,
New York
|
$605K
|
+$2.21K
|
+33
|
+0.4%
|
|
|
146
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$577K
|
–
|
–
|
–
|
|
|
147
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$575K
|
–
|
–
|
–
|
|
|
148
|
Farther Finance Advisors
San Francisco,
California
|
$562K
|
-$119K
|
-1,772
|
-18%
|
|
|
149
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$561K
|
+$79.1K
|
+1,179
|
+17%
|
|
|
150
|
|
$558K
|
+$543K
|
+8,088
|
New
|
|
