|
76
|
BIP Wealth
Atlanta,
Georgia
|
12,5 Mio. $
|
+1,8 Mio. $
|
+35.931
|
+17 %
|
|
|
77
|
Anderson Financial Strategies
Dayton,
Ohio
|
12,4 Mio. $
|
+331.006 $
|
+6.606
|
+3 %
|
|
|
78
|
Kickstand Ventures
Pittsford,
New York
|
11,5 Mio. $
|
+11,1 Mio. $
|
+221.464
|
+3.316 %
|
|
|
79
|
Vise Technologies
New York
|
11,1 Mio. $
|
+5,26 Mio. $
|
+104.951
|
+92 %
|
|
|
80
|
Modern Wealth Management
Lenexa,
Kansas
|
10,7 Mio. $
|
-11,5 Mio. $
|
-230.437
|
-52 %
|
|
|
81
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
10,3 Mio. $
|
+627.839 $
|
+12.530
|
+7 %
|
|
|
82
|
KWB Wealth
Redlands,
California
|
10 Mio. $
|
+1,19 Mio. $
|
+23.662
|
+14 %
|
|
|
83
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
9,7 Mio. $
|
+904.881 $
|
+18.059
|
+10 %
|
|
|
84
|
Forum Private Client Group
Fishers,
Indiana
|
9,41 Mio. $
|
+610.252 $
|
+12.179
|
+7 %
|
|
|
85
|
Vestwell Advisors
New York
|
8,9 Mio. $
|
–
|
–
|
–
|
|
|
86
|
HSBC Holdings
London,
United Kingdom
|
8,85 Mio. $
|
+450.712 $
|
+8.995
|
+5 %
|
|
|
87
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
8,69 Mio. $
|
+8,7 Mio. $
|
+173.620
|
Neu
|
|
|
88
|
Securian Asset Management
St Paul,
Minnesota
|
8,49 Mio. $
|
-185.396 $
|
-3.700
|
-2 %
|
|
|
89
|
United Capital Financial Advisors
Irving,
Texas
|
8,47 Mio. $
|
-37,8 Mio. $
|
-754.920
|
-82 %
|
|
|
90
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
8,32 Mio. $
|
+542.608 $
|
+10.829
|
+7 %
|
|
|
91
|
Bank of New York Mellon
New York
|
8,31 Mio. $
|
-71,4 Mio. $
|
-1.424.392
|
-90 %
|
|
|
92
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
7,91 Mio. $
|
+1,55 Mio. $
|
+30.942
|
+25 %
|
|
|
93
|
Appleton Partners
Boston,
Massachusetts
|
7,79 Mio. $
|
+506.831 $
|
+10.115
|
+7 %
|
|
|
94
|
New Capital Management
Houston,
Texas
|
7,78 Mio. $
|
+72.004 $
|
+1.437
|
+0,9 %
|
|
|
95
|
Farther Finance Advisors
San Francisco,
California
|
7,74 Mio. $
|
-4,87 Mio. $
|
-97.127
|
-39 %
|
|
|
96
|
|
7,5 Mio. $
|
-101.917 $
|
-2.034
|
-1 %
|
|
|
97
|
Robinswood Financial
Kirkland,
Washington
|
7,39 Mio. $
|
+304.951 $
|
+6.086
|
+4 %
|
|
|
98
|
MML Investors Services
Springfield,
Massachusetts
|
7,35 Mio. $
|
-67,1 Mio. $
|
-1.339.116
|
-90 %
|
|
|
99
|
Park Avenue Securities
New York
|
7,29 Mio. $
|
-92,6 Mio. $
|
-1.847.135
|
-93 %
|
|
|
100
|
Lodestar Private Asset Management
Alamo,
California
|
7,1 Mio. $
|
+199.927 $
|
+3.990
|
+3 %
|
|
