|
101
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$14.2M
|
-$651K
|
-13,362
|
-4%
|
|
|
102
|
Clark Asset Management
Stratham,
New Hampshire
|
$14.2M
|
+$1.28M
|
+26,288
|
+10%
|
|
|
103
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$14.1M
|
+$86.6K
|
+1,778
|
+0.6%
|
|
|
104
|
Janus Henderson Group
London,
|
$13.9M
|
-$542K
|
-11,142
|
-4%
|
|
|
105
|
Kestra Advisory Services
Austin,
Texas
|
$13.7M
|
+$221K
|
+4,532
|
+2%
|
|
|
106
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$13.5M
|
+$13.5M
|
+276,319
|
New
|
|
|
107
|
Waterford Advisors
Orchard Park,
New York
|
$13.5M
|
+$2M
|
+41,011
|
+18%
|
|
|
108
|
Weitzel Financial Services
Dubuque,
Iowa
|
$13.2M
|
-$127K
|
-2,603
|
-1%
|
|
|
109
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.1M
|
+$1.79M
|
+36,785
|
+16%
|
|
|
110
|
Fischer Investment Strategies
Westlake Village,
California
|
$12.7M
|
+$370K
|
+7,600
|
+3%
|
|
|
111
|
Comerica Bank
Dallas,
Texas
|
$12.6M
|
-$259K
|
-5,318
|
-2%
|
|
|
112
|
Cooper/Haims Advisors
Victor,
New York
|
$12.6M
|
+$7.66M
|
+157,293
|
+159%
|
|
|
113
|
Summit Wealth Group
White River Junction,
Vermont
|
$12.6M
|
-$1.25M
|
-25,573
|
-9%
|
|
|
114
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$12.4M
|
+$78.6K
|
+1,615
|
+0.6%
|
|
|
115
|
Horizon Investments
Charlotte,
North Carolina
|
$12.2M
|
+$12M
|
+246,539
|
+12,327%
|
|
|
116
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$12.1M
|
+$12M
|
+247,437
|
New
|
|
|
117
|
SigFig Wealth Management
San Francisco,
California
|
$12.1M
|
+$593K
|
+12,186
|
+5%
|
|
|
118
|
|
$12M
|
+$1.12M
|
+22,952
|
+10%
|
|
|
119
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12M
|
+$1.31M
|
+26,949
|
+12%
|
|
|
120
|
Parker Financial
Silverdale,
Washington
|
$11.5M
|
+$248K
|
+5,102
|
+2%
|
|
|
121
|
Blue Barn Wealth
Orem,
Utah
|
$11.4M
|
+$805K
|
+16,532
|
+8%
|
|
|
122
|
Truist Financial
Charlotte,
North Carolina
|
$11.4M
|
+$943K
|
+19,367
|
+9%
|
|
|
123
|
Fidelity International
Hamilton,
Bermuda
|
$11.2M
|
+$925K
|
+19,003
|
+9%
|
|
|
124
|
Cambridge Advisors
Omaha,
Nebraska
|
$11.1M
|
-$1.07M
|
-21,877
|
-9%
|
|
|
125
|
Vise Technologies
New York
|
$11.1M
|
+$2.2M
|
+45,259
|
+25%
|
|
