|
101
|
Rockefeller Capital Management
New York
|
$23.4M
|
+$3.05M
|
+42,505
|
+15%
|
|
|
102
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$23.3M
|
-$1.23M
|
-17,110
|
-5%
|
|
|
103
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$23.1M
|
-$1.88M
|
-26,171
|
-7%
|
|
|
104
|
Meridian Financial Partners
Warrenton,
Virginia
|
$22.6M
|
-$3.61M
|
-50,302
|
-14%
|
|
|
105
|
Choreo LLC
Rockford,
Illinois
|
$22.6M
|
+$525K
|
+7,317
|
+2%
|
|
|
106
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$333K
|
+4,640
|
+1%
|
|
|
107
|
United Capital Financial Advisors
Irving,
Texas
|
$22.3M
|
+$124K
|
+1,728
|
+0.5%
|
|
|
108
|
Vicus Capital
State College,
Pennsylvania
|
$22.1M
|
-$260K
|
-3,620
|
-1%
|
|
|
109
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$21.7M
|
+$281K
|
+3,923
|
+1%
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.6M
|
+$3.01M
|
+41,976
|
+16%
|
|
|
111
|
Davenport & Co
Richmond,
Virginia
|
$21.6M
|
+$394K
|
+5,494
|
+2%
|
|
|
112
|
Prospera Financial Services
Dallas,
Texas
|
$21.6M
|
+$1.97M
|
+27,516
|
+10%
|
|
|
113
|
MAI Capital Management
Independence,
Ohio
|
$21.4M
|
-$463K
|
-6,459
|
-2%
|
|
|
114
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$21.2M
|
-$142K
|
-1,974
|
-0.6%
|
|
|
115
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$21.2M
|
+$1.43M
|
+19,965
|
+7%
|
|
|
116
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$21.1M
|
-$425K
|
-5,931
|
-2%
|
|
|
117
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$21M
|
+$1.15M
|
+16,088
|
+6%
|
|
|
118
|
Powers Advisory Group
Highland,
Illinois
|
$20.7M
|
+$1.81M
|
+25,226
|
+9%
|
|
|
119
|
Morton Community Bank
East Peoria,
Illinois
|
$20.5M
|
+$188K
|
+2,629
|
+0.9%
|
|
|
120
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$20M
|
-$344K
|
-4,800
|
-2%
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19.9M
|
+$737K
|
+10,285
|
+4%
|
|
|
122
|
HB Wealth Management
Atlanta,
Georgia
|
$19.7M
|
-$436K
|
-6,085
|
-2%
|
|
|
123
|
Buck Wealth Strategies
Denver,
Colorado
|
$19.2M
|
+$791K
|
+11,039
|
+4%
|
|
|
124
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$18.9M
|
+$507K
|
+7,077
|
+3%
|
|
|
125
|
Madison Wealth Partners
Madison,
Wisconsin
|
$18.7M
|
-$27.3M
|
-381,088
|
-59%
|
|
