|
101
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$5.11M
|
-$116K
|
-3,990
|
-2%
|
|
|
102
|
Michael A Dubis Financial Planning
Middleton,
Wisconsin
|
$4.87M
|
+$4.88M
|
+167,954
|
New
|
|
|
103
|
Roundview Capital
Princeton,
New Jersey
|
$4.64M
|
-$286K
|
-9,845
|
-6%
|
|
|
104
|
Theory Financial
Fort Collins,
Colorado
|
$4.54M
|
+$204K
|
+7,011
|
+5%
|
|
|
105
|
Hobart Private Capital
Charlotte,
North Carolina
|
$4.52M
|
+$872K
|
+29,981
|
+24%
|
|
|
106
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.45M
|
-$585K
|
-20,107
|
-12%
|
|
|
107
|
Slow Capital
Greenbrae,
California
|
$4.31M
|
+$974K
|
+33,491
|
+29%
|
|
|
108
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.25M
|
-$245K
|
-8,435
|
-5%
|
|
|
109
|
Money Design
Tokyo,
Japan
|
$4.18M
|
-$1.12M
|
-38,564
|
-21%
|
|
|
110
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.08M
|
+$491K
|
+16,890
|
+14%
|
|
|
111
|
Avantax Advisory Services
Dallas,
Texas
|
$4.07M
|
-$537K
|
-18,482
|
-12%
|
|
|
112
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$4.07M
|
+$786K
|
+27,036
|
+24%
|
|
|
113
|
Jump Financial
Chicago,
Illinois
|
$3.89M
|
+$3.9M
|
+134,039
|
New
|
|
|
114
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.85M
|
-$132K
|
-4,550
|
-3%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.8M
|
-$410K
|
-14,113
|
-10%
|
|
|
116
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.77M
|
+$50.7K
|
+1,744
|
+1%
|
|
|
117
|
Bank of New York Mellon
New York
|
$3.71M
|
+$28K
|
+963
|
+0.8%
|
|
|
118
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.66M
|
+$1.57M
|
+54,173
|
+75%
|
|
|
119
|
Waverly Advisors
Birmingham,
Alabama
|
$3.59M
|
-$385K
|
-13,243
|
-10%
|
|
|
120
|
Strategic Financial Concepts
San Antonio,
Texas
|
$3.51M
|
+$3.52M
|
+120,997
|
New
|
|
|
121
|
US Financial Advisors
Braintree,
Massachusetts
|
$3.5M
|
+$349
|
+12
|
+0%
|
|
|
122
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$3.33M
|
+$3.34M
|
+114,735
|
New
|
|
|
123
|
Atria Investments
Charlotte,
North Carolina
|
$3.22M
|
-$589K
|
-20,266
|
-15%
|
|
|
124
|
Old Mission Capital
Chicago,
Illinois
|
$3.19M
|
+$3.19M
|
+109,824
|
New
|
|
|
125
|
SigFig Wealth Management
San Francisco,
California
|
$3.15M
|
-$150K
|
-5,168
|
-5%
|
|
