|
76
|
Perigon Wealth Management
San Francisco,
California
|
$1.96M
|
+$235K
|
+3,713
|
+15%
|
|
|
77
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.86M
|
-$41.5K
|
-655
|
-2%
|
|
|
78
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.75M
|
+$1.63M
|
+25,756
|
New
|
|
|
79
|
Principal Securities
Des Moines,
Iowa
|
$1.73M
|
+$1.6M
|
+25,288
|
+11,495%
|
|
|
80
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.72M
|
+$117K
|
+1,848
|
+8%
|
|
|
81
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.68M
|
-$233K
|
-3,676
|
-13%
|
|
|
82
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$1.64M
|
+$542K
|
+8,559
|
+55%
|
|
|
83
|
US Bancorp
Minneapolis,
Minnesota
|
$1.58M
|
-$75.1K
|
-1,187
|
-5%
|
|
|
84
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
85
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.5M
|
-$37.8K
|
-597
|
-3%
|
|
|
86
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.48M
|
–
|
–
|
–
|
|
|
87
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.46M
|
+$57K
|
+901
|
+4%
|
|
|
88
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$1.39M
|
+$109K
|
+1,726
|
+9%
|
|
|
89
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.37M
|
-$9.18K
|
-145
|
-0.7%
|
|
|
90
|
LWM Advisory Services
Plantation,
Florida
|
$1.35M
|
+$124K
|
+1,953
|
+11%
|
|
|
91
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.28M
|
+$12.5K
|
+198
|
+1%
|
|
|
92
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.27M
|
-$197K
|
-3,111
|
-14%
|
|
|
93
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$1.21M
|
+$563K
|
+8,895
|
+100%
|
|
|
94
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.19M
|
+$1.11M
|
+17,461
|
New
|
|
|
95
|
Truist Financial
Charlotte,
North Carolina
|
$1.18M
|
+$188K
|
+2,974
|
+21%
|
|
|
96
|
Brown Advisory
Baltimore,
Maryland
|
$1.14M
|
–
|
–
|
–
|
|
|
97
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.04M
|
-$91.1K
|
-1,439
|
-9%
|
|
|
98
|
HighTower Advisors
Chicago,
Illinois
|
$1.03M
|
+$737K
|
+11,636
|
+325%
|
|
|
99
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$922K
|
+$170K
|
+2,687
|
+25%
|
|
|
100
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$895K
|
-$98.6K
|
-1,558
|
-11%
|
|
