|
76
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.48M
|
+$1.1M
|
+18,200
|
+35%
|
|
|
77
|
MGO Private Wealth
Irvine,
California
|
$4.33M
|
+$91.3K
|
+1,515
|
+2%
|
|
|
78
|
Moody National Bank Trust Division
Galveston,
Texas
|
$4.26M
|
+$4.03M
|
+66,845
|
New
|
|
|
79
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.24M
|
+$674K
|
+11,181
|
+20%
|
|
|
80
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.15M
|
+$3.93M
|
+65,154
|
New
|
|
|
81
|
David Kennon
Sarasota,
Florida
|
$4.15M
|
-$5.48K
|
-91
|
-0.1%
|
|
|
82
|
MML Investors Services
Springfield,
Massachusetts
|
$4M
|
-$902K
|
-14,969
|
-19%
|
|
|
83
|
American Financial & Tax Strategies
New York
|
$3.96M
|
+$3.74M
|
+62,141
|
New
|
|
|
84
|
|
$3.74M
|
+$3.54M
|
+58,700
|
New
|
|
|
85
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.69M
|
+$3.49M
|
+57,880
|
New
|
|
|
86
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.66M
|
-$1.21M
|
-20,018
|
-31%
|
|
|
87
|
City State Bank
Norwalk,
Iowa
|
$3.63M
|
+$303K
|
+5,023
|
+10%
|
|
|
88
|
FLC Capital Advisors
Palm Desert,
California
|
$3.46M
|
+$485K
|
+8,041
|
+17%
|
|
|
89
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.43M
|
-$4.11M
|
-68,187
|
-56%
|
|
|
90
|
Stablepoint Partners
Braintree,
Massachusetts
|
$3.41M
|
+$3.22M
|
+53,449
|
New
|
|
|
91
|
Sage Rhino Capital
Menlo Park,
California
|
$3.26M
|
-$156K
|
-2,592
|
-5%
|
|
|
92
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.19M
|
-$1.72M
|
-28,620
|
-36%
|
|
|
93
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.1M
|
-$170K
|
-2,825
|
-5%
|
|
|
94
|
Royal Fund Management
Lady Lake,
Florida
|
$3.08M
|
+$36.7K
|
+609
|
+1%
|
|
|
95
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.05M
|
+$410K
|
+6,801
|
+17%
|
|
|
96
|
|
$2.96M
|
-$82.3K
|
-1,365
|
-3%
|
|
|
97
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.93M
|
+$244K
|
+4,047
|
+10%
|
|
|
98
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.91M
|
+$2.75M
|
+45,665
|
New
|
|
|
99
|
Veery Capital
Wilmington,
Delaware
|
$2.87M
|
+$621K
|
+10,310
|
+30%
|
|
|
100
|
Echo45 Advisors
Walnut Creek,
California
|
$2.85M
|
-$518K
|
-8,603
|
-16%
|
|
