|
126
|
MA Private Wealth
San Carlos,
California
|
$3.65M
|
-$7.37M
|
-177,951
|
-67%
|
|
|
127
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.56M
|
+$148K
|
+3,574
|
+4%
|
|
|
128
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.51M
|
+$804K
|
+19,408
|
+30%
|
|
|
129
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.48M
|
–
|
–
|
–
|
|
|
130
|
Destiny Capital
Golden,
Colorado
|
$3.44M
|
+$115K
|
+2,769
|
+3%
|
|
|
131
|
SageView Advisory Group
Newport Beach,
California
|
$3.44M
|
+$3.41M
|
+82,446
|
New
|
|
|
132
|
SVB Wealth
Boston,
Massachusetts
|
$3.42M
|
+$1.82K
|
+44
|
+0.1%
|
|
|
133
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.23M
|
+$1.95M
|
+47,066
|
+154%
|
|
|
134
|
Ascent Group
Virginia Beach,
Virginia
|
$3.09M
|
-$235K
|
-5,686
|
-7%
|
|
|
135
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.07M
|
-$4.19M
|
-101,240
|
-58%
|
|
|
136
|
Old Mission Capital
Chicago,
Illinois
|
$3.07M
|
+$2.63M
|
+63,432
|
+617%
|
|
|
137
|
First Foundation Advisors
Irvine,
California
|
$3.03M
|
-$1.31M
|
-31,551
|
-30%
|
|
|
138
|
GeoWealth Management
Chicago,
Illinois
|
$2.98M
|
-$190K
|
-4,593
|
-6%
|
|
|
139
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.98M
|
-$125K
|
-3,025
|
-4%
|
|
|
140
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.98M
|
+$285K
|
+6,893
|
+11%
|
|
|
141
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.87M
|
+$2.38M
|
+57,416
|
+498%
|
|
|
142
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$2.86M
|
-$51.4K
|
-1,242
|
-2%
|
|
|
143
|
WealthSource Partners
San Luis Obispo,
California
|
$2.85M
|
-$19.2M
|
-464,739
|
-87%
|
|
|
144
|
Naples Global Advisors
Naples,
Florida
|
$2.83M
|
-$55.7K
|
-1,345
|
-2%
|
|
|
145
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.8M
|
+$2.78M
|
+67,096
|
New
|
|
|
146
|
One Capital Management
Westlake Village,
California
|
$2.79M
|
+$67.1K
|
+1,621
|
+2%
|
|
|
147
|
Prudential Financial
Newark,
New Jersey
|
$2.75M
|
-$5.36M
|
-129,429
|
-66%
|
|
|
148
|
American Trust
Lexington,
Kentucky
|
$2.74M
|
-$684K
|
-16,516
|
-20%
|
|
|
149
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.53M
|
-$4.16M
|
-100,550
|
-62%
|
|
|
150
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$2.53M
|
+$1.58M
|
+38,194
|
+170%
|
|
