|
101
|
HBW Advisory Services
Simi Valley,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
102
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.05M
|
+$34K
|
+687
|
+2%
|
|
|
103
|
New Capital Management
Houston,
Texas
|
$2.04M
|
+$19.3K
|
+389
|
+1%
|
|
|
104
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.99M
|
+$1.29K
|
+26
|
+0.1%
|
|
|
105
|
Chatham Capital Group
Savannah,
Georgia
|
$1.87M
|
-$77.7K
|
-1,570
|
-4%
|
|
|
106
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.82M
|
+$54K
|
+1,092
|
+3%
|
|
|
107
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.81M
|
-$49
|
-1
|
-0%
|
|
|
108
|
Central Trust Company
Jefferson City,
Missouri
|
$1.55M
|
+$1.24M
|
+25,038
|
+397%
|
|
|
109
|
Aspiriant LLC
Los Angeles,
California
|
$1.5M
|
-$236K
|
-4,775
|
-14%
|
|
|
110
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.48M
|
-$63.4K
|
-1,281
|
-4%
|
|
|
111
|
Regatta Capital Group
El Segundo,
California
|
$1.48M
|
-$5.99M
|
-120,945
|
-80%
|
|
|
112
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.47M
|
-$921K
|
-18,614
|
-38%
|
|
|
113
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.47M
|
+$1.47M
|
+29,691
|
New
|
|
|
114
|
Anson Capital
Tyrone,
Georgia
|
$1.47M
|
+$572K
|
+11,558
|
+64%
|
|
|
115
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$1.43M
|
-$1.49K
|
-30
|
-0.1%
|
|
|
116
|
Verus Financial Partners
Richmond,
Virginia
|
$1.41M
|
-$23.1K
|
-467
|
-2%
|
|
|
117
|
Ballew Advisors
Jackson,
Mississippi
|
$1.41M
|
+$28.7K
|
+580
|
+2%
|
|
|
118
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$1.4M
|
-$80K
|
-1,616
|
-5%
|
|
|
119
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.35M
|
-$213K
|
-4,300
|
-14%
|
|
|
120
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.33M
|
–
|
–
|
–
|
|
|
121
|
Applied Capital
Little Rock,
Arkansas
|
$1.33M
|
-$484K
|
-9,785
|
-27%
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.3M
|
+$311K
|
+6,281
|
+31%
|
|
|
123
|
Atria Wealth Solutions
New York
|
$1.3M
|
+$254K
|
+5,140
|
+24%
|
|
|
124
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.29M
|
+$14.9K
|
+302
|
+1%
|
|
|
125
|
TriaGen Wealth Management
Calabasas,
California
|
$1.22M
|
-$4.95K
|
-100
|
-0.4%
|
|
