|
101
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15.7M
|
+$28.2K
|
+153
|
+0.2%
|
|
|
102
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.6M
|
+$1.24M
|
+6,726
|
+9%
|
|
|
103
|
55I LLC
Boston,
Massachusetts
|
$15.6M
|
+$428K
|
+2,323
|
+3%
|
|
|
104
|
Spire Wealth Management
Mclean,
Virginia
|
$15.5M
|
+$3.8M
|
+20,601
|
+32%
|
|
|
105
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15.1M
|
-$1.84M
|
-9,965
|
-11%
|
|
|
106
|
F3Logic
Burnsville,
Minnesota
|
$14.9M
|
-$12.5K
|
-68
|
-0.1%
|
|
|
107
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$14.7M
|
+$14.7K
|
+80
|
+0.1%
|
|
|
108
|
New Millennium Group
Sandy,
Utah
|
$14.6M
|
+$14.8M
|
+80,198
|
New
|
|
|
109
|
Financial Sense Advisors
San Diego,
California
|
$14.5M
|
-$695K
|
-3,770
|
-5%
|
|
|
110
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.2M
|
+$2.94M
|
+15,935
|
+26%
|
|
|
111
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$14.2M
|
+$128K
|
+692
|
+0.9%
|
|
|
112
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14.2M
|
-$300K
|
-1,629
|
-2%
|
|
|
113
|
Navalign LLC
Encino,
California
|
$14.2M
|
-$114K
|
-621
|
-0.8%
|
|
|
114
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.9M
|
-$5.9M
|
-32,031
|
-29%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$13.8M
|
-$15.8M
|
-85,946
|
-53%
|
|
|
116
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$13.7M
|
+$579K
|
+3,144
|
+4%
|
|
|
117
|
Strategic Financial Services
Utica,
New York
|
$13.7M
|
+$183K
|
+992
|
+1%
|
|
|
118
|
Equitable Holdings
New York
|
$13.6M
|
-$1.05M
|
-5,688
|
-7%
|
|
|
119
|
Clear Creek Financial Management
Silverdale,
Washington
|
$13.5M
|
+$6.11M
|
+33,137
|
+81%
|
|
|
120
|
High Probability Advisors
Pittsford,
New York
|
$13.2M
|
+$497K
|
+2,699
|
+4%
|
|
|
121
|
Lido Advisors
Los Angeles,
California
|
$13.1M
|
+$108K
|
+587
|
+0.8%
|
|
|
122
|
Meridian Wealth Advisors
Austin,
Texas
|
$13M
|
+$930K
|
+5,047
|
+8%
|
|
|
123
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13M
|
+$363K
|
+1,970
|
+3%
|
|
|
124
|
Detalus Advisors
St. Louis,
Missouri
|
$12.6M
|
+$391K
|
+2,123
|
+3%
|
|
|
125
|
Palumbo Wealth Management
Great Neck,
New York
|
$12.5M
|
+$1.27M
|
+6,897
|
+11%
|
|
