|
101
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.9M
|
+$2.35M
|
+34,566
|
+41%
|
|
|
102
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$7.8M
|
+$229K
|
+3,365
|
+3%
|
|
|
103
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.76M
|
-$198K
|
-2,906
|
-2%
|
|
|
104
|
Foundry Financial Group
Laconia,
New Hampshire
|
$7.74M
|
+$339K
|
+4,979
|
+4%
|
|
|
105
|
Mercer Global Advisors
Denver,
Colorado
|
$7.68M
|
+$7.83M
|
+115,040
|
New
|
|
|
106
|
Meritas Wealth Management
Larkspur,
California
|
$7.64M
|
+$1.41M
|
+20,749
|
+22%
|
|
|
107
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$7.47M
|
+$1.24M
|
+18,269
|
+19%
|
|
|
108
|
Rockefeller Capital Management
New York
|
$7.38M
|
+$1.31M
|
+19,274
|
+21%
|
|
|
109
|
Advantage Trust Company
Salina,
Kansas
|
$7.37M
|
+$3.2M
|
+47,054
|
+74%
|
|
|
110
|
SOL Capital Management
Rockville,
Maryland
|
$7.36M
|
+$230K
|
+3,383
|
+3%
|
|
|
111
|
Financial Futures
Brielle,
New Jersey
|
$7.22M
|
+$267K
|
+3,927
|
+4%
|
|
|
112
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$6.8M
|
+$437K
|
+6,416
|
+7%
|
|
|
113
|
Fortitude Family Office
Scottsdale,
Arizona
|
$6.71M
|
+$1.33M
|
+19,607
|
+24%
|
|
|
114
|
Creative Planning
Overland Park,
Kansas
|
$6.65M
|
+$141K
|
+2,077
|
+2%
|
|
|
115
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6.63M
|
+$75.6K
|
+1,111
|
+1%
|
|
|
116
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.61M
|
-$89.7K
|
-1,318
|
-1%
|
|
|
117
|
Corient Private Wealth
Miami,
Florida
|
$6.35M
|
+$89.4K
|
+1,314
|
+1%
|
|
|
118
|
Concord Wealth Partners
Abingdon,
Virginia
|
$5.99M
|
-$20.8K
|
-305
|
-0.3%
|
|
|
119
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$5.79M
|
+$147K
|
+2,160
|
+3%
|
|
|
120
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5.64M
|
+$230K
|
+3,379
|
+4%
|
|
|
121
|
Financial Management Network
Mission Viejo,
California
|
$5.59M
|
+$1.27M
|
+18,700
|
+29%
|
|
|
122
|
Larson Financial Group
St Louis,
Missouri
|
$5.53M
|
-$135K
|
-1,991
|
-2%
|
|
|
123
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$5.52M
|
-$44.6K
|
-655
|
-0.8%
|
|
|
124
|
Kings Path Partners
Sugar Land,
Texas
|
$5.49M
|
+$1.3M
|
+19,121
|
+30%
|
|
|
125
|
Clune & Associates
Chicago,
Illinois
|
$5.46M
|
+$5.56M
|
+81,769
|
New
|
|
