|
101
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.1M
|
+$505K
|
+18,123
|
+5%
|
|
|
102
|
WhitTier Trust Company
Reno,
Nevada
|
$10M
|
+$344K
|
+12,350
|
+3%
|
|
|
103
|
Rockefeller Capital Management
New York
|
$9.99M
|
+$179K
|
+6,424
|
+2%
|
|
|
104
|
St. Johns Investment Management
Jacksonville,
Florida
|
$9.98M
|
-$676K
|
-24,265
|
-6%
|
|
|
105
|
Lodestar Private Asset Management
Alamo,
California
|
$9.97M
|
+$437K
|
+15,678
|
+4%
|
|
|
106
|
Leavell Investment Management
Mobile,
Alabama
|
$9.97M
|
-$737K
|
-26,475
|
-7%
|
|
|
107
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$9.83M
|
-$696K
|
-24,982
|
-6%
|
|
|
108
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.77M
|
+$104K
|
+3,735
|
+1%
|
|
|
109
|
Bush Investment Group
Valdosta,
Georgia
|
$9.69M
|
-$444K
|
-15,939
|
-4%
|
|
|
110
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$9.62M
|
-$77.3K
|
-2,777
|
-0.8%
|
|
|
111
|
North Star Asset Management
Neenah,
Wisconsin
|
$9.61M
|
+$93.5K
|
+3,356
|
+0.9%
|
|
|
112
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.54M
|
-$318K
|
-11,412
|
-3%
|
|
|
113
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.54M
|
-$318K
|
-11,412
|
-3%
|
|
|
114
|
Nadler Financial Group
Deerfield,
Illinois
|
$9.49M
|
+$74.2K
|
+2,664
|
+0.7%
|
|
|
115
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$9.49M
|
+$70.5K
|
+2,530
|
+0.7%
|
|
|
116
|
Farther Finance Advisors
San Francisco,
California
|
$9.28M
|
+$2.77M
|
+99,400
|
+39%
|
|
|
117
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$9.26M
|
+$92.2K
|
+3,311
|
+0.9%
|
|
|
118
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$9.05M
|
+$167K
|
+5,988
|
+2%
|
|
|
119
|
Fortis Capital Management
Bellevue,
Washington
|
$9.01M
|
-$600K
|
-21,555
|
-6%
|
|
|
120
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.82M
|
+$4.82M
|
+173,099
|
+106%
|
|
|
121
|
HB Wealth Management
Atlanta,
Georgia
|
$8.77M
|
+$62.4K
|
+2,240
|
+0.7%
|
|
|
122
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$8.72M
|
-$204K
|
-7,340
|
-2%
|
|
|
123
|
Avior Wealth Management
Omaha,
Nebraska
|
$8.72M
|
-$56.7K
|
-2,035
|
-0.6%
|
|
|
124
|
Wealthspire Advisors (New York)
New York
|
$8.64M
|
+$4.58M
|
+164,323
|
+99%
|
|
|
125
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$8.55M
|
+$1.07M
|
+38,434
|
+13%
|
|
