|
76
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.46M
|
+$463K
|
+9,065
|
+23%
|
|
|
77
|
SkyOak Wealth
Southfield,
Michigan
|
$2.45M
|
-$51.8K
|
-1,015
|
-2%
|
|
|
78
|
Cooper Financial Group
Irvine,
California
|
$2.41M
|
+$89.2K
|
+1,747
|
+4%
|
|
|
79
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.36M
|
+$2.36M
|
+46,260
|
New
|
|
|
80
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
-$5.86M
|
-114,866
|
-72%
|
|
|
81
|
Daniels + Tansey
Wilmington,
Delaware
|
$2.24M
|
-$10.5K
|
-206
|
-0.5%
|
|
|
82
|
Lido Advisors
Los Angeles,
California
|
$2.24M
|
+$1.5M
|
+29,377
|
+203%
|
|
|
83
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.23M
|
+$517K
|
+10,125
|
+30%
|
|
|
84
|
Central Trust Company
Jefferson City,
Missouri
|
$2.1M
|
-$320K
|
-6,275
|
-13%
|
|
|
85
|
Collective Family Office
York,
Pennsylvania
|
$2.08M
|
-$138K
|
-2,709
|
-6%
|
|
|
86
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.97M
|
+$912K
|
+17,861
|
+86%
|
|
|
87
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.89M
|
-$102K
|
-2,000
|
-5%
|
|
|
88
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.83M
|
-$598K
|
-11,709
|
-25%
|
|
|
89
|
Elmwood Wealth Management
Berkeley,
California
|
$1.77M
|
+$1.77M
|
+34,695
|
New
|
|
|
90
|
Derby & Company
Newton,
Massachusetts
|
$1.75M
|
+$636K
|
+12,463
|
+57%
|
|
|
91
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.71M
|
+$108K
|
+2,125
|
+7%
|
|
|
92
|
HUB Investment Partners
Austin,
Texas
|
$1.7M
|
+$437K
|
+8,559
|
+35%
|
|
|
93
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.63M
|
+$444K
|
+8,694
|
+37%
|
|
|
94
|
Callan Capital
La Jolla,
California
|
$1.63M
|
-$1.3M
|
-25,435
|
-44%
|
|
|
95
|
TFC Financial Management
Boston,
Massachusetts
|
$1.61M
|
+$613K
|
+12,000
|
+61%
|
|
|
96
|
Acima Private Wealth
Richmond,
Virginia
|
$1.59M
|
+$106K
|
+2,085
|
+7%
|
|
|
97
|
DFPG Investments
Sandy,
Utah
|
$1.52M
|
+$1.23M
|
+24,037
|
+414%
|
|
|
98
|
IFG Advisory
Atlanta,
Georgia
|
$1.51M
|
-$428K
|
-8,378
|
-22%
|
|
|
99
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.47M
|
+$1.47M
|
+28,857
|
New
|
|
|
100
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
+$962K
|
+18,845
|
+190%
|
|
