|
101
|
Rockefeller Capital Management
New York
|
$14.7M
|
-$1.61M
|
-32,746
|
-9%
|
|
|
102
|
|
$13.9M
|
+$1.09M
|
+22,188
|
+8%
|
|
|
103
|
Equitable Holdings
New York
|
$13.8M
|
+$324K
|
+6,589
|
+2%
|
|
|
104
|
Regions Financial Corp
Birmingham,
Alabama
|
$13.6M
|
+$7.14K
|
+145
|
+0%
|
|
|
105
|
PFS Partners
Mine Hill,
New Jersey
|
$13.5M
|
+$373K
|
+7,570
|
+3%
|
|
|
106
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$4.61M
|
-93,741
|
-24%
|
|
|
107
|
Flagstar Advisors
New York
|
$13.2M
|
+$465K
|
+9,456
|
+3%
|
|
|
108
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13M
|
-$100K
|
-2,033
|
-0.7%
|
|
|
109
|
|
$12.7M
|
-$951K
|
-19,327
|
-6%
|
|
|
110
|
Capital Planning
Bellevue,
Washington
|
$12.6M
|
+$141K
|
+2,859
|
+1%
|
|
|
111
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$12.6M
|
+$8.86K
|
+180
|
+0.1%
|
|
|
112
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$12.4M
|
+$291K
|
+5,907
|
+2%
|
|
|
113
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$12.4M
|
-$600K
|
-12,200
|
-4%
|
|
|
114
|
Knightsbridge Asset Management
Newport Beach,
California
|
$12M
|
+$616K
|
+12,512
|
+5%
|
|
|
115
|
J.W. Cole Advisors
Tampa,
Florida
|
$12M
|
+$1.52M
|
+30,847
|
+13%
|
|
|
116
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.8M
|
+$355K
|
+7,208
|
+3%
|
|
|
117
|
55I LLC
Boston,
Massachusetts
|
$11.8M
|
+$6.87M
|
+139,489
|
+110%
|
|
|
118
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$11.7M
|
+$1.61M
|
+32,722
|
+14%
|
|
|
119
|
Well Done LLC
Holland,
Michigan
|
$11.5M
|
+$946K
|
+19,220
|
+8%
|
|
|
120
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$11.5M
|
+$99.2K
|
+2,016
|
+0.8%
|
|
|
121
|
Meridian Financial Partners
Warrenton,
Virginia
|
$11.1M
|
+$1.78M
|
+36,230
|
+17%
|
|
|
122
|
HB Wealth Management
Atlanta,
Georgia
|
$10.6M
|
+$3.4M
|
+69,132
|
+41%
|
|
|
123
|
Davenport & Co
Richmond,
Virginia
|
$10.5M
|
+$825K
|
+16,765
|
+8%
|
|
|
124
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10.3M
|
+$60.5K
|
+1,230
|
+0.5%
|
|
|
125
|
Ratio Wealth Group
Denver,
Colorado
|
$10.2M
|
+$11.3M
|
+229,442
|
New
|
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