|
151
|
NovaPoint Capital
Atlanta,
Georgia
|
$4.86M
|
+$14.1K
|
+446
|
+0.3%
|
|
|
152
|
Rockefeller Capital Management
New York
|
$4.83M
|
-$147K
|
-4,651
|
-3%
|
|
|
153
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$4.74M
|
+$285K
|
+8,990
|
+7%
|
|
|
154
|
Entruity Wealth
Bakersfield,
California
|
$4.72M
|
-$544K
|
-17,173
|
-11%
|
|
|
155
|
Bruce G. Allen Investments
Denver,
Colorado
|
$4.37M
|
-$451K
|
-14,244
|
-10%
|
|
|
156
|
ORG Partners
Roanoke,
Indiana
|
$4.32M
|
-$1.53M
|
-48,479
|
-27%
|
|
|
157
|
Pine Valley Investments
Marlton,
New Jersey
|
$4.31M
|
+$6.33K
|
+200
|
+0.2%
|
|
|
158
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.3M
|
-$8.29K
|
-262
|
-0.2%
|
|
|
159
|
Mercer Global Advisors
Denver,
Colorado
|
$4.3M
|
+$53.5K
|
+1,690
|
+1%
|
|
|
160
|
Pictet Asset Management
Carouge,
Switzerland
|
$4.27M
|
–
|
–
|
–
|
|
|
161
|
AlphaCore Capital
La Jolla,
California
|
$4.22M
|
+$2.12M
|
+66,900
|
+110%
|
|
|
162
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$4.11M
|
+$3.94M
|
+124,466
|
New
|
|
|
163
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.99M
|
+$504K
|
+15,930
|
+15%
|
|
|
164
|
Belpointe Asset Management
Reno,
Nevada
|
$3.94M
|
+$461K
|
+14,576
|
+14%
|
|
|
165
|
Davenport & Co
Richmond,
Virginia
|
$3.91M
|
-$45.4K
|
-1,433
|
-1%
|
|
|
166
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.79M
|
–
|
–
|
–
|
|
|
167
|
Truist Financial
Charlotte,
North Carolina
|
$3.78M
|
-$311K
|
-9,835
|
-8%
|
|
|
168
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$3.72M
|
+$240K
|
+7,598
|
+7%
|
|
|
169
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.68M
|
+$254K
|
+8,033
|
+8%
|
|
|
170
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.64M
|
+$466K
|
+14,727
|
+15%
|
|
|
171
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$3.64M
|
+$509K
|
+16,073
|
+17%
|
|
|
172
|
Grand Central Investment Group
Tampa,
Florida
|
$3.6M
|
+$3.45M
|
+108,962
|
New
|
|
|
173
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.56M
|
-$485K
|
-15,330
|
-12%
|
|
|
174
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.27M
|
+$2.19M
|
+69,233
|
+232%
|
|
|
175
|
Apella Capital
West Hartford,
Connecticut
|
$3.26M
|
-$37.7K
|
-1,191
|
-1%
|
|
