|
101
|
Mutual Advisors
Omaha,
Nebraska
|
$6.82M
|
+$591K
|
+11,712
|
+9%
|
|
|
102
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.56M
|
+$6.57M
|
+130,057
|
New
|
|
|
103
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$6.46M
|
-$515K
|
-10,197
|
-7%
|
|
|
104
|
SteelPeak Wealth
Woodland Hills,
California
|
$6.41M
|
+$155K
|
+3,079
|
+2%
|
|
|
105
|
Gotham Asset Management
New York
|
$6.38M
|
+$250K
|
+4,959
|
+4%
|
|
|
106
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.01M
|
-$10K
|
-199
|
-0.2%
|
|
|
107
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.89M
|
+$1.1M
|
+21,825
|
+23%
|
|
|
108
|
Glenview Trust
Louisville,
Kentucky
|
$5.72M
|
+$376K
|
+7,454
|
+7%
|
|
|
109
|
PFS Partners
Mine Hill,
New Jersey
|
$5.5M
|
+$1.15M
|
+22,800
|
+26%
|
|
|
110
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5.39M
|
-$3.74M
|
-74,096
|
-41%
|
|
|
111
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.18M
|
+$1.11M
|
+22,044
|
+27%
|
|
|
112
|
New Capital Management
Houston,
Texas
|
$5.12M
|
-$3.07M
|
-60,870
|
-37%
|
|
|
113
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.05M
|
-$5.4M
|
-106,896
|
-52%
|
|
|
114
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.86M
|
+$89.5K
|
+1,772
|
+2%
|
|
|
115
|
Rockefeller Capital Management
New York
|
$4.72M
|
+$2.59M
|
+51,317
|
+122%
|
|
|
116
|
Baring Financial
Bellingham,
Washington
|
$4.59M
|
+$413K
|
+8,188
|
+10%
|
|
|
117
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$4.38M
|
-$878K
|
-17,389
|
-17%
|
|
|
118
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.34M
|
-$348K
|
-6,886
|
-7%
|
|
|
119
|
Drive Wealth Management
Lehi,
Utah
|
$4.3M
|
+$1.35M
|
+26,711
|
+46%
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.29M
|
-$2.08M
|
-41,141
|
-33%
|
|
|
121
|
Cadia Private Client
Parsippany,
New Jersey
|
$4.25M
|
+$4.25M
|
+84,257
|
New
|
|
|
122
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.21M
|
+$14.2K
|
+282
|
+0.3%
|
|
|
123
|
FWG Holdings
Winter Park,
Florida
|
$4.16M
|
-$677K
|
-13,404
|
-14%
|
|
|
124
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$4.1M
|
-$21.3M
|
-421,718
|
-84%
|
|
|
125
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$4.09M
|
+$250K
|
+4,958
|
+7%
|
|
