|
101
|
MAI Capital Management
Independence,
Ohio
|
$396K
|
+$20.8K
|
+421
|
+6%
|
|
|
102
|
Tribridge Partners Financial
Columbia,
Maryland
|
$384K
|
-$6.23K
|
-126
|
-2%
|
|
|
103
|
Mutual Advisors
Omaha,
Nebraska
|
$382K
|
+$110K
|
+2,227
|
+44%
|
|
|
104
|
Asset Dedication LLC
San Francisco,
California
|
$380K
|
+$20.6K
|
+416
|
+6%
|
|
|
105
|
Cantor Fitzgerald Investment Advisors
New York
|
$361K
|
-$4.05K
|
-82
|
-1%
|
|
|
106
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$349K
|
+$28.7K
|
+580
|
+9%
|
|
|
107
|
Joel Adams & Associates
Asheville,
North Carolina
|
$331K
|
-$5.98K
|
-121
|
-2%
|
|
|
108
|
|
$325K
|
-$751K
|
-15,182
|
-71%
|
|
|
109
|
Lodestar Private Asset Management
Alamo,
California
|
$324K
|
+$21K
|
+425
|
+7%
|
|
|
110
|
Impact Investors
San Francisco,
California
|
$309K
|
-$46.7K
|
-945
|
-14%
|
|
|
111
|
Capital Advantage
Walnut Creek,
California
|
$289K
|
+$544
|
+11
|
+0.2%
|
|
|
112
|
Heritage Family Offices
Scottsdale,
Arizona
|
$288K
|
+$274K
|
+5,532
|
New
|
|
|
113
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$288K
|
+$274K
|
+5,532
|
New
|
|
|
114
|
Belpointe Asset Management
Reno,
Nevada
|
$287K
|
-$172K
|
-3,474
|
-39%
|
|
|
115
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$287K
|
-$172K
|
-3,474
|
-39%
|
|
|
116
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$287K
|
-$172K
|
-3,474
|
-39%
|
|
|
117
|
Horizon Wealth Management
La Grange,
Illinois
|
$285K
|
+$271K
|
+5,473
|
New
|
|
|
118
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$285K
|
+$270K
|
+5,461
|
New
|
|
|
119
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$284K
|
+$3.02K
|
+61
|
+1%
|
|
|
120
|
|
$283K
|
-$293K
|
-5,932
|
-52%
|
|
|
121
|
Peak Retirement Planning
Columbus,
Ohio
|
$281K
|
+$266K
|
+5,389
|
New
|
|
|
122
|
Financial Council
Towson,
Maryland
|
$270K
|
+$148
|
+3
|
+0.1%
|
|
|
123
|
Sound Stewardship
Overland Park,
Kansas
|
$268K
|
-$2.17K
|
-44
|
-0.8%
|
|
|
124
|
TPG Financial Advisors
Portland,
Oregon
|
$265K
|
-$13.1K
|
-265
|
-5%
|
|
|
125
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$257K
|
-$43.3K
|
-876
|
-15%
|
|
