|
101
|
Bank of Stockton
Stockton,
California
|
$14.9M
|
-$3.19M
|
-64,337
|
-17%
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
-$29.6K
|
-598
|
-0.2%
|
|
|
103
|
Comerica Bank
Dallas,
Texas
|
$14.2M
|
-$222K
|
-4,475
|
-1%
|
|
|
104
|
NKCFO LLC
Geneva,
Illinois
|
$14.1M
|
-$36.1M
|
-729,100
|
-71%
|
|
|
105
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14M
|
-$3.83M
|
-77,290
|
-21%
|
|
|
106
|
Belpointe Asset Management
Reno,
Nevada
|
$13.8M
|
-$1.53M
|
-30,797
|
-10%
|
|
|
107
|
Financial & Tax Architects
St Louis,
Missouri
|
$13.6M
|
+$5.55M
|
+112,047
|
+65%
|
|
|
108
|
Kestra Advisory Services
Austin,
Texas
|
$13.4M
|
-$11.5M
|
-232,207
|
-45%
|
|
|
109
|
Mariner
Overland Park,
Kansas
|
$13.2M
|
-$92.9K
|
-1,876
|
-0.7%
|
|
|
110
|
Portland Global Advisors
Portland,
Maine
|
$13.1M
|
-$459K
|
-9,262
|
-3%
|
|
|
111
|
Wavelength Capital Management
Westport,
Connecticut
|
$12.8M
|
+$931K
|
+18,800
|
+8%
|
|
|
112
|
Fiduciary Trust
Boston,
Massachusetts
|
$12.8M
|
-$8.44M
|
-170,301
|
-39%
|
|
|
113
|
Tocqueville Asset Management
New York
|
$12.6M
|
-$1.38M
|
-27,795
|
-10%
|
|
|
114
|
Scotia Capital
Toronto,
Ontario, Canada
|
$12.6M
|
-$229K
|
-4,621
|
-2%
|
|
|
115
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$12.3M
|
-$495
|
-10
|
-0%
|
|
|
116
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.3M
|
-$240K
|
-4,838
|
-2%
|
|
|
117
|
RiverTree Advisors
Winter Park,
Florida
|
$12M
|
+$3.51M
|
+70,942
|
+40%
|
|
|
118
|
Atria Investments
Charlotte,
North Carolina
|
$11.5M
|
-$2.09M
|
-42,092
|
-15%
|
|
|
119
|
AJ Wealth Strategies
New York
|
$11.4M
|
-$44.4M
|
-896,818
|
-79%
|
|
|
120
|
EPG Wealth Management
Atlanta,
Georgia
|
$11.4M
|
-$3.28M
|
-66,223
|
-22%
|
|
|
121
|
Mraz Amerine & Associates
Modesto,
California
|
$11.4M
|
-$1.55M
|
-31,359
|
-12%
|
|
|
122
|
Archvest Wealth Advisors
Concord,
California
|
$11.2M
|
+$411K
|
+8,298
|
+4%
|
|
|
123
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.2M
|
-$187K
|
-3,765
|
-2%
|
|
|
124
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$11.1M
|
+$347K
|
+7,005
|
+3%
|
|
|
125
|
Harbour Investments
Madison,
Wisconsin
|
$11.1M
|
–
|
–
|
–
|
|
