|
101
|
SVA Wealth Management
Madison,
Wisconsin
|
$4.75M
|
-$1.3M
|
-72,228
|
-19%
|
|
|
102
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4.74M
|
-$575K
|
-32,046
|
-9%
|
|
|
103
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.72M
|
+$31.3K
|
+1,746
|
+0.6%
|
|
|
104
|
AssetMark Inc
Concord,
California
|
$4.69M
|
+$5.61M
|
+312,711
|
New
|
|
|
105
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.63M
|
+$2.01M
|
+111,948
|
+57%
|
|
|
106
|
NBT Bank
Norwich,
New York
|
$4.55M
|
+$382K
|
+21,267
|
+8%
|
|
|
107
|
Arden Trust
Wilmington,
Delaware
|
$4.46M
|
-$336K
|
-18,723
|
-6%
|
|
|
108
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.39M
|
+$5.25M
|
+292,530
|
New
|
|
|
109
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.31M
|
-$319K
|
-17,796
|
-6%
|
|
|
110
|
KCM Investment Advisors
Greenbrae,
California
|
$4.26M
|
-$4.84M
|
-269,784
|
-49%
|
|
|
111
|
Denver PWM
Denver,
Colorado
|
$4.26M
|
-$1M
|
-55,848
|
-16%
|
|
|
112
|
CRA Financial Services
Northfield,
New Jersey
|
$4.26M
|
+$263K
|
+14,625
|
+5%
|
|
|
113
|
Holt Capital Partners
Fort Worth,
Texas
|
$4.22M
|
-$15.1K
|
-840
|
-0.3%
|
|
|
114
|
Integrated Advisors Network
Dallas,
Texas
|
$4.17M
|
+$804K
|
+44,799
|
+19%
|
|
|
115
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.12M
|
+$3.56M
|
+198,255
|
+259%
|
|
|
116
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.03M
|
+$56.6K
|
+3,150
|
+1%
|
|
|
117
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$4M
|
+$611K
|
+34,056
|
+15%
|
|
|
118
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$3.94M
|
+$189K
|
+10,509
|
+4%
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$3.94M
|
+$1.17M
|
+65,274
|
+33%
|
|
|
120
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.86M
|
-$4.32M
|
-240,570
|
-48%
|
|
|
121
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.83M
|
-$4.66M
|
-259,398
|
-50%
|
|
|
122
|
Private Advisor Group
Morristown,
New Jersey
|
$3.66M
|
-$268K
|
-14,949
|
-6%
|
|
|
123
|
Curtis Advisory Group
Santa Barbara,
California
|
$3.65M
|
-$101K
|
-5,613
|
-2%
|
|
|
124
|
Mission Creek Capital Partners
San Francisco,
California
|
$3.62M
|
+$4.34M
|
+241,548
|
New
|
|
|
125
|
PFG Advisors
Phoenix,
Arizona
|
$3.62M
|
+$219K
|
+12,207
|
+6%
|
|
