|
76
|
|
$4.74M
|
+$264K
|
+4,087
|
+6%
|
|
|
77
|
American Financial & Tax Strategies
New York
|
$4.69M
|
+$128K
|
+1,985
|
+3%
|
|
|
78
|
FLC Capital Advisors
Palm Desert,
California
|
$4.52M
|
+$285K
|
+4,403
|
+7%
|
|
|
79
|
Charles Schwab
San Francisco,
California
|
$4.49M
|
-$869K
|
-13,436
|
-17%
|
|
|
80
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.48M
|
+$239K
|
+3,703
|
+6%
|
|
|
81
|
David Kennon
Sarasota,
Florida
|
$4.37M
|
+$47.6K
|
+736
|
+1%
|
|
|
82
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.36M
|
-$40.9K
|
-632
|
-1%
|
|
|
83
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$4.33M
|
+$4.22M
|
+65,230
|
New
|
|
|
84
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.24M
|
+$157K
|
+2,425
|
+4%
|
|
|
85
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$4.21M
|
-$199K
|
-3,070
|
-5%
|
|
|
86
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.2M
|
–
|
–
|
–
|
|
|
87
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.14M
|
+$239K
|
+3,695
|
+6%
|
|
|
88
|
Renaissance Technologies
New York
|
$3.98M
|
+$3.88M
|
+60,000
|
New
|
|
|
89
|
Echo45 Advisors
Walnut Creek,
California
|
$3.97M
|
+$61.8K
|
+956
|
+2%
|
|
|
90
|
Ameraudi Asset Management
New York
|
$3.96M
|
+$12.7K
|
+197
|
+0.3%
|
|
|
91
|
Truist Financial
Charlotte,
North Carolina
|
$3.91M
|
-$383K
|
-5,915
|
-9%
|
|
|
92
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.77M
|
-$1.14M
|
-17,654
|
-24%
|
|
|
93
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.61M
|
+$156K
|
+2,408
|
+5%
|
|
|
94
|
Sage Rhino Capital
Menlo Park,
California
|
$3.6M
|
-$56.3K
|
-870
|
-2%
|
|
|
95
|
Nilsine Partners
Greenwood Village,
Colorado
|
$3.58M
|
+$219K
|
+3,390
|
+7%
|
|
|
96
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$3.44M
|
-$3.15M
|
-48,737
|
-100%
|
|
|
97
|
Perigon Wealth Management
San Francisco,
California
|
$3.39M
|
+$3.3M
|
+51,064
|
New
|
|
|
98
|
Busey Bank
Urbana,
Illinois
|
$3.36M
|
-$235K
|
-3,626
|
-7%
|
|
|
99
|
Principal Securities
Des Moines,
Iowa
|
$3.33M
|
+$129K
|
+2,000
|
+4%
|
|
|
100
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.32M
|
+$162K
|
+2,503
|
+5%
|
|
