|
76
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$13.4M
|
+$274K
|
+4,128
|
+2%
|
|
|
77
|
Certuity
North Palm Beach,
Florida
|
$13.3M
|
+$415K
|
+6,242
|
+3%
|
|
|
78
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$13M
|
+$887K
|
+13,352
|
+7%
|
|
|
79
|
Atria Wealth Solutions
New York
|
$12M
|
+$8.31M
|
+125,118
|
+197%
|
|
|
80
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.8M
|
-$86.1K
|
-1,296
|
-0.7%
|
|
|
81
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.8M
|
+$153K
|
+2,296
|
+1%
|
|
|
82
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$11.7M
|
+$649K
|
+9,764
|
+6%
|
|
|
83
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$11.6M
|
-$28.8K
|
-434
|
-0.2%
|
|
|
84
|
Wealthspire Advisors (New York)
New York
|
$11.6M
|
-$303K
|
-4,566
|
-2%
|
|
|
85
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$11.6M
|
+$4.21M
|
+63,391
|
+53%
|
|
|
86
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$11.2M
|
-$150K
|
-2,260
|
-1%
|
|
|
87
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.2M
|
+$9.19M
|
+138,316
|
+364%
|
|
|
88
|
Astoria Portfolio Advisors
New York
|
$11.2M
|
-$17M
|
-255,889
|
-59%
|
|
|
89
|
MML Investors Services
Springfield,
Massachusetts
|
$11M
|
+$493K
|
+7,412
|
+4%
|
|
|
90
|
Titleist Asset Management
San Antonio,
Texas
|
$10.8M
|
+$96K
|
+1,445
|
+0.9%
|
|
|
91
|
CGN Advisors
Manhattan,
Kansas
|
$10.6M
|
+$1.36M
|
+20,532
|
+14%
|
|
|
92
|
Lauer Wealth
Valparaiso,
Indiana
|
$10.6M
|
-$6.3M
|
-94,747
|
-37%
|
|
|
93
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$10.3M
|
+$318K
|
+4,779
|
+3%
|
|
|
94
|
Townsend Asset Management
Raleigh,
North Carolina
|
$9.82M
|
+$700K
|
+10,530
|
+7%
|
|
|
95
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.81M
|
-$596K
|
-8,973
|
-5%
|
|
|
96
|
Cresta Advisors
Laredo,
Texas
|
$9.76M
|
+$2.88M
|
+43,387
|
+39%
|
|
|
97
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.65M
|
+$482K
|
+7,254
|
+5%
|
|
|
98
|
Fiduciary Planning
Englewood,
Florida
|
$9.23M
|
+$9.66M
|
+145,302
|
New
|
|
|
99
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.04M
|
-$2.06M
|
-31,055
|
-18%
|
|
|
100
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.93M
|
+$9.18M
|
+138,196
|
+5,792%
|
|
