|
101
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$3.13M
|
+$3.09M
|
+49,074
|
New
|
|
|
102
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$3.09M
|
+$426K
|
+6,780
|
+16%
|
|
|
103
|
Nilsine Partners
Greenwood Village,
Colorado
|
$3.02M
|
+$335K
|
+5,324
|
+13%
|
|
|
104
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3M
|
+$65.1K
|
+1,035
|
+2%
|
|
|
105
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$2.97M
|
+$1.19M
|
+18,869
|
+68%
|
|
|
106
|
Echo45 Advisors
Walnut Creek,
California
|
$2.93M
|
+$74.7K
|
+1,188
|
+3%
|
|
|
107
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.74M
|
+$32.9K
|
+524
|
+1%
|
|
|
108
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.71M
|
+$2.66M
|
+42,368
|
New
|
|
|
109
|
Atria Investments
Charlotte,
North Carolina
|
$2.7M
|
+$205K
|
+3,260
|
+8%
|
|
|
110
|
Verde Capital Management
Clarkston,
Michigan
|
$2.61M
|
+$237K
|
+3,776
|
+10%
|
|
|
111
|
Principal Securities
Des Moines,
Iowa
|
$2.58M
|
+$583K
|
+9,272
|
+30%
|
|
|
112
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.5M
|
+$1.19M
|
+18,963
|
+94%
|
|
|
113
|
Mission Wealth Management
Santa Barbara,
California
|
$2.41M
|
+$145K
|
+2,312
|
+7%
|
|
|
114
|
Axiom Financial Strategies
New Albany,
Indiana
|
$2.39M
|
-$51.5K
|
-819
|
-2%
|
|
|
115
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$2.35M
|
+$11.2K
|
+178
|
+0.5%
|
|
|
116
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.23M
|
+$78K
|
+1,240
|
+4%
|
|
|
117
|
Comerica Bank
Dallas,
Texas
|
$2.22M
|
-$11.6K
|
-184
|
-0.5%
|
|
|
118
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.17M
|
+$2.13M
|
+33,932
|
New
|
|
|
119
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.09M
|
+$128K
|
+2,032
|
+7%
|
|
|
120
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$2M
|
+$909K
|
+14,454
|
+86%
|
|
|
121
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.97M
|
+$73.8K
|
+1,174
|
+4%
|
|
|
122
|
|
$1.95M
|
-$1.77M
|
-28,100
|
-48%
|
|
|
123
|
Red Lighthouse Investment Management
New York
|
$1.95M
|
-$131K
|
-2,076
|
-6%
|
|
|
124
|
Running Point Capital Advisors
El Segundo,
California
|
$1.92M
|
-$171K
|
-2,715
|
-8%
|
|
|
125
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.81M
|
+$1.78M
|
+28,382
|
New
|
|
