|
101
|
Helen Stephens Group
Fort Worth,
Texas
|
$13.9M
|
+$203K
|
+4,192
|
+1%
|
|
|
102
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.8M
|
+$946K
|
+19,539
|
+7%
|
|
|
103
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$13.6M
|
+$1.02M
|
+21,151
|
+8%
|
|
|
104
|
Summit Wealth Group
White River Junction,
Vermont
|
$13.5M
|
+$290K
|
+5,981
|
+2%
|
|
|
105
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.4M
|
+$4.28M
|
+88,481
|
+46%
|
|
|
106
|
AE Wealth Management
Topeka,
Kansas
|
$13.3M
|
-$1.03M
|
-21,280
|
-7%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$13M
|
+$2.68M
|
+55,427
|
+26%
|
|
|
108
|
|
$12.8M
|
-$360K
|
-7,441
|
-3%
|
|
|
109
|
Weitzel Financial Services
Dubuque,
Iowa
|
$12.7M
|
+$240K
|
+4,967
|
+2%
|
|
|
110
|
Comerica Bank
Dallas,
Texas
|
$12.5M
|
+$12.7M
|
+261,567
|
New
|
|
|
111
|
Clark Asset Management
Stratham,
New Hampshire
|
$12.5M
|
+$2.95M
|
+60,912
|
+30%
|
|
|
112
|
Fischer Investment Strategies
Westlake Village,
California
|
$12M
|
-$243K
|
-5,025
|
-2%
|
|
|
113
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$11.9M
|
+$235K
|
+4,857
|
+2%
|
|
|
114
|
Cambridge Advisors
Omaha,
Nebraska
|
$11.8M
|
-$789K
|
-16,303
|
-6%
|
|
|
115
|
SigFig Wealth Management
San Francisco,
California
|
$11.1M
|
-$303K
|
-6,252
|
-3%
|
|
|
116
|
Waterford Advisors
Orchard Park,
New York
|
$11.1M
|
+$272K
|
+5,617
|
+2%
|
|
|
117
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.9M
|
+$10.1M
|
+209,193
|
+1,091%
|
|
|
118
|
Parker Financial
Silverdale,
Washington
|
$10.9M
|
+$928K
|
+19,177
|
+9%
|
|
|
119
|
|
$10.6M
|
+$4.67M
|
+96,374
|
+78%
|
|
|
120
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.5M
|
-$469K
|
-9,696
|
-4%
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.3M
|
+$1.89M
|
+38,958
|
+22%
|
|
|
122
|
Aspire Private Capital
Cornelius,
North Carolina
|
$10.3M
|
-$382K
|
-7,884
|
-4%
|
|
|
123
|
Blue Barn Wealth
Orem,
Utah
|
$10.3M
|
+$407K
|
+8,413
|
+4%
|
|
|
124
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$10.2M
|
+$183K
|
+3,773
|
+2%
|
|
|
125
|
Park Avenue Securities
New York
|
$10.2M
|
+$536K
|
+11,066
|
+5%
|
|
