|
76
|
|
$5M
|
+$498K
|
+7,695
|
+11%
|
|
|
77
|
Custos Family Office
Austin,
Texas
|
$4.99M
|
+$112K
|
+1,735
|
+2%
|
|
|
78
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.57M
|
+$4.68M
|
+72,350
|
New
|
|
|
79
|
FLC Capital Advisors
Palm Desert,
California
|
$4.53M
|
+$237K
|
+3,668
|
+5%
|
|
|
80
|
American Financial & Tax Strategies
New York
|
$4.51M
|
+$44K
|
+681
|
+1%
|
|
|
81
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.34M
|
+$71K
|
+1,098
|
+2%
|
|
|
82
|
Ameraudi Asset Management
New York
|
$4.32M
|
+$565K
|
+8,738
|
+15%
|
|
|
83
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.28M
|
+$142K
|
+2,196
|
+3%
|
|
|
84
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.25M
|
+$218K
|
+3,365
|
+5%
|
|
|
85
|
Flow Traders U.S.
New York
|
$4.23M
|
+$3.27M
|
+50,520
|
+307%
|
|
|
86
|
David Kennon
Sarasota,
Florida
|
$4.22M
|
+$66.1K
|
+1,022
|
+2%
|
|
|
87
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$4.2M
|
+$80.1K
|
+1,238
|
+2%
|
|
|
88
|
Royal Fund Management
Lady Lake,
Florida
|
$4.18M
|
-$3.85M
|
-59,482
|
-47%
|
|
|
89
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$4.09M
|
+$89.6K
|
+1,386
|
+2%
|
|
|
90
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.04M
|
+$614K
|
+9,501
|
+17%
|
|
|
91
|
Charles Schwab
San Francisco,
California
|
$3.87M
|
-$410K
|
-6,347
|
-9%
|
|
|
92
|
Nilsine Partners
Greenwood Village,
Colorado
|
$3.82M
|
+$432K
|
+6,678
|
+12%
|
|
|
93
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.66M
|
+$472K
|
+7,297
|
+15%
|
|
|
94
|
Truist Financial
Charlotte,
North Carolina
|
$3.59M
|
-$131K
|
-2,032
|
-3%
|
|
|
95
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.54M
|
-$48.4K
|
-749
|
-1%
|
|
|
96
|
Sage Rhino Capital
Menlo Park,
California
|
$3.5M
|
+$70.1K
|
+1,084
|
+2%
|
|
|
97
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.4M
|
+$245K
|
+3,789
|
+8%
|
|
|
98
|
Perigon Wealth Management
San Francisco,
California
|
$3.27M
|
+$29.4K
|
+454
|
+0.9%
|
|
|
99
|
Diversify Wealth Management
Sandy,
Utah
|
$3.27M
|
+$455K
|
+7,032
|
+16%
|
|
|
100
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.26M
|
-$5.19M
|
-80,273
|
-61%
|
|
