|
101
|
Bank of New York Mellon
New York
|
$3.3M
|
+$551K
|
+10,496
|
+20%
|
|
|
102
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.26M
|
+$99.6K
|
+1,898
|
+3%
|
|
|
103
|
Arrowroot Family Office
Marina Del Rey,
California
|
$3.23M
|
+$15.6K
|
+298
|
+0.5%
|
|
|
104
|
Intrua Financial
Houston,
Texas
|
$3.2M
|
+$165K
|
+3,152
|
+5%
|
|
|
105
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$3.14M
|
–
|
–
|
–
|
|
|
106
|
GAMMA Investing
Foster City,
California
|
$3.11M
|
+$979K
|
+18,652
|
+46%
|
|
|
107
|
Cercano Management
Bellevue,
Washington
|
$3.04M
|
–
|
–
|
–
|
|
|
108
|
SageView Advisory Group
Newport Beach,
California
|
$3.03M
|
+$7.66K
|
+146
|
+0.3%
|
|
|
109
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3M
|
-$3.99K
|
-76
|
-0.1%
|
|
|
110
|
Waverly Advisors
Birmingham,
Alabama
|
$2.98M
|
+$213K
|
+4,057
|
+8%
|
|
|
111
|
BTG Pactual Asset Management US
New York
|
$2.96M
|
+$356K
|
+6,774
|
+13%
|
|
|
112
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$2.95M
|
+$2.66M
|
+50,593
|
+882%
|
|
|
113
|
Steward Partners Investment Advisory
New York
|
$2.86M
|
+$24.8K
|
+472
|
+0.9%
|
|
|
114
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$2.86M
|
+$93.6K
|
+1,783
|
+3%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$2.85M
|
+$591K
|
+11,260
|
+26%
|
|
|
116
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.8M
|
-$237K
|
-4,519
|
-8%
|
|
|
117
|
Creative Planning
Overland Park,
Kansas
|
$2.78M
|
-$364K
|
-6,939
|
-12%
|
|
|
118
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.78M
|
-$533K
|
-10,147
|
-16%
|
|
|
119
|
EntreWealth
Austin,
Texas
|
$2.68M
|
-$156K
|
-2,977
|
-6%
|
|
|
120
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.68M
|
+$192K
|
+3,657
|
+8%
|
|
|
121
|
ViaWealth
Leawood,
Kansas
|
$2.65M
|
+$27.2K
|
+519
|
+1%
|
|
|
122
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.62M
|
+$227K
|
+4,319
|
+9%
|
|
|
123
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.6M
|
+$395K
|
+7,528
|
+18%
|
|
|
124
|
Opal Wealth Advisors
Jericho,
New York
|
$2.59M
|
-$9.4K
|
-179
|
-0.4%
|
|
|
125
|
Paladin Advisory Group
Clive,
Iowa
|
$2.56M
|
+$166K
|
+3,163
|
+7%
|
|
