|
76
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.09M
|
-$760K
|
-27,915
|
-28%
|
|
|
77
|
Beacon Financial Group
Dallas,
Texas
|
$2.01M
|
+$1.89M
|
+69,477
|
New
|
|
|
78
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.99M
|
+$140K
|
+5,150
|
+8%
|
|
|
79
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.98M
|
+$249K
|
+9,147
|
+15%
|
|
|
80
|
Procyon Advisors
Shelton,
Connecticut
|
$1.9M
|
-$243K
|
-8,927
|
-12%
|
|
|
81
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.89M
|
-$667K
|
-24,520
|
-27%
|
|
|
82
|
Equitable Holdings
New York
|
$1.84M
|
-$163K
|
-5,984
|
-9%
|
|
|
83
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.79M
|
+$33.6K
|
+1,235
|
+2%
|
|
|
84
|
Leo Wealth LLC
Hurst,
Texas
|
$1.72M
|
+$1.59M
|
+58,486
|
New
|
|
|
85
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.71M
|
+$1.58M
|
+58,173
|
New
|
|
|
86
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.59M
|
-$165K
|
-6,057
|
-10%
|
|
|
87
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.58M
|
-$475K
|
-17,463
|
-24%
|
|
|
88
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.53M
|
-$261K
|
-9,603
|
-15%
|
|
|
89
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.49M
|
+$1.41M
|
+51,846
|
New
|
|
|
90
|
Mutual Advisors
Omaha,
Nebraska
|
$1.48M
|
+$1.4M
|
+51,292
|
New
|
|
|
91
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.46M
|
+$626K
|
+23,005
|
+83%
|
|
|
92
|
Bank of New York Mellon
New York
|
$1.43M
|
+$375K
|
+13,762
|
+39%
|
|
|
93
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.39M
|
-$92K
|
-3,382
|
-7%
|
|
|
94
|
Avantax Advisory Services
Dallas,
Texas
|
$1.38M
|
+$138K
|
+5,077
|
+12%
|
|
|
95
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$1.36M
|
–
|
–
|
–
|
|
|
96
|
Tompkins Financial
Ithaca,
New York
|
$1.35M
|
-$1M
|
-36,805
|
-44%
|
|
|
97
|
Encompass More Asset Management
Danville,
California
|
$1.32M
|
+$1.25M
|
+45,781
|
New
|
|
|
98
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.3M
|
+$272
|
+10
|
+0%
|
|
|
99
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.28M
|
-$19.5K
|
-715
|
-2%
|
|
|
100
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
-$2.37M
|
-87,107
|
-67%
|
|
