|
76
|
Waverly Advisors
Birmingham,
Alabama
|
$8.68M
|
-$1.16M
|
-4,643
|
-12%
|
|
|
77
|
SP Asset Management
Cupertino,
California
|
$8.45M
|
+$288K
|
+1,147
|
+4%
|
|
|
78
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.28M
|
-$1.04M
|
-4,144
|
-11%
|
|
|
79
|
LM Advisors
San Diego,
California
|
$8.23M
|
-$340K
|
-1,355
|
-4%
|
|
|
80
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$7.94M
|
-$393K
|
-1,568
|
-5%
|
|
|
81
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$7.94M
|
+$3.74M
|
+14,908
|
+95%
|
|
|
82
|
Summit Financial
Parsippany,
New Jersey
|
$7.91M
|
+$241K
|
+961
|
+3%
|
|
|
83
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$7.86M
|
+$51.9K
|
+207
|
+0.7%
|
|
|
84
|
Paragon Financial Partners
Woodland Hills,
California
|
$7.62M
|
-$26.3K
|
-105
|
-0.4%
|
|
|
85
|
DMKC Advisory Services
Des Moines,
Iowa
|
$7.35M
|
+$651K
|
+2,593
|
+10%
|
|
|
86
|
Financial Management Network
Mission Viejo,
California
|
$7.35M
|
-$486K
|
-1,936
|
-7%
|
|
|
87
|
AlphaCore Capital
La Jolla,
California
|
$7.26M
|
+$366K
|
+1,458
|
+6%
|
|
|
88
|
Calton & Associates
Tampa,
Florida
|
$7.18M
|
+$1.66M
|
+6,636
|
+32%
|
|
|
89
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.04M
|
-$24.6K
|
-98
|
-0.4%
|
|
|
90
|
Corient Private Wealth
Miami,
Florida
|
$6.9M
|
-$4.28M
|
-17,070
|
-39%
|
|
|
91
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.81M
|
-$1.77M
|
-7,050
|
-21%
|
|
|
92
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.75M
|
-$454K
|
-1,809
|
-7%
|
|
|
93
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$6.69M
|
+$22.6K
|
+90
|
+0.4%
|
|
|
94
|
CVA Family Office
Denver,
Colorado
|
$6.61M
|
-$433K
|
-1,725
|
-6%
|
|
|
95
|
Sharper & Granite
El Segundo,
California
|
$6.59M
|
-$349K
|
-1,391
|
-5%
|
|
|
96
|
Safeguard Investment Advisory Group
Corona,
California
|
$6.55M
|
-$422K
|
-1,684
|
-6%
|
|
|
97
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.52M
|
+$269K
|
+1,074
|
+4%
|
|
|
98
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.41M
|
-$414K
|
-1,652
|
-6%
|
|
|
99
|
Comerica Bank
Dallas,
Texas
|
$6.38M
|
-$236K
|
-942
|
-4%
|
|
|
100
|
Summit Wealth Group
White River Junction,
Vermont
|
$6.36M
|
-$157K
|
-624
|
-2%
|
|
