|
101
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.92M
|
-$699K
|
-14,179
|
-19%
|
|
|
102
|
Osborne Partners Capital Management
San Francisco,
California
|
$2.91M
|
-$262K
|
-5,325
|
-8%
|
|
|
103
|
Washington Trust Bank
Spokane,
Washington
|
$2.83M
|
+$159K
|
+3,224
|
+6%
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.8M
|
-$306K
|
-6,219
|
-10%
|
|
|
105
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$2.75M
|
-$250K
|
-5,078
|
-8%
|
|
|
106
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2.56M
|
+$198K
|
+4,020
|
+8%
|
|
|
107
|
Cresta Advisors
Laredo,
Texas
|
$2.54M
|
+$2.54M
|
+51,620
|
New
|
|
|
108
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.46M
|
+$208K
|
+4,229
|
+9%
|
|
|
109
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.33M
|
+$493
|
+10
|
+0%
|
|
|
110
|
Forte Asset Management
Bedford,
New York
|
$2.3M
|
+$319K
|
+6,475
|
+16%
|
|
|
111
|
Integrated Advisors Network
Dallas,
Texas
|
$2.13M
|
-$189K
|
-3,838
|
-8%
|
|
|
112
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.13M
|
+$2.13M
|
+43,154
|
New
|
|
|
113
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.08M
|
-$152K
|
-3,087
|
-7%
|
|
|
114
|
Atria Investments
Charlotte,
North Carolina
|
$2.03M
|
+$410K
|
+8,323
|
+25%
|
|
|
115
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.03M
|
-$2.88M
|
-58,359
|
-59%
|
|
|
116
|
MY Wealth Management
Germantown,
Maryland
|
$2.03M
|
-$960K
|
-19,487
|
-32%
|
|
|
117
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.98M
|
-$14.8K
|
-300
|
-0.7%
|
|
|
118
|
Sage Advisory Services
Austin,
Texas
|
$1.98M
|
+$213K
|
+4,319
|
+12%
|
|
|
119
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.92M
|
-$57.3K
|
-1,163
|
-3%
|
|
|
120
|
Avantax Advisory Services
Dallas,
Texas
|
$1.91M
|
+$1.91M
|
+38,664
|
New
|
|
|
121
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$1.9M
|
-$189K
|
-3,827
|
-9%
|
|
|
122
|
Atria Wealth Solutions
New York
|
$1.88M
|
-$63.4K
|
-1,287
|
-3%
|
|
|
123
|
|
$1.86M
|
-$302K
|
-6,119
|
-14%
|
|
|
124
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.83M
|
-$270K
|
-5,475
|
-13%
|
|
|
125
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.77M
|
+$4.88K
|
+99
|
+0.3%
|
|
