|
101
|
Avid Wealth Partners
San Antonio,
Texas
|
$30.3M
|
+$2.02M
|
+33,400
|
+7%
|
|
|
102
|
Rockefeller Capital Management
New York
|
$30.3M
|
+$7.48M
|
+123,480
|
+31%
|
|
|
103
|
SteelPeak Wealth
Woodland Hills,
California
|
$29.3M
|
-$10.1M
|
-166,917
|
-25%
|
|
|
104
|
Vise Technologies
New York
|
$29M
|
–
|
–
|
–
|
|
|
105
|
Liberty Wealth Management
Oakland,
California
|
$28.9M
|
+$1.07M
|
+17,658
|
+4%
|
|
|
106
|
Concurrent Investment Advisors
Tampa,
Florida
|
$28.3M
|
+$8.62M
|
+142,424
|
+41%
|
|
|
107
|
Barings
Charlotte,
North Carolina
|
$28.1M
|
+$991K
|
+16,369
|
+4%
|
|
|
108
|
Insight Wealth Strategies
San Ramon,
California
|
$27.6M
|
+$1.37M
|
+22,623
|
+5%
|
|
|
109
|
Unique Wealth
Clearwater,
Florida
|
$27.4M
|
+$3.31M
|
+54,607
|
+13%
|
|
|
110
|
One Wealth Advisors
San Francisco,
California
|
$26.9M
|
-$4.11M
|
-67,871
|
-13%
|
|
|
111
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$26.2M
|
+$15.2M
|
+251,111
|
+126%
|
|
|
112
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$26M
|
+$6.36M
|
+105,083
|
+31%
|
|
|
113
|
Physician Wealth Advisors
Midvale,
Utah
|
$25.3M
|
-$5.15M
|
-85,143
|
-16%
|
|
|
114
|
MAI Capital Management
Independence,
Ohio
|
$25.3M
|
+$3.08M
|
+50,817
|
+13%
|
|
|
115
|
Stonebrook Private
Northville,
Michigan
|
$25.2M
|
-$123K
|
-2,038
|
-0.5%
|
|
|
116
|
NorthRock Partners
Minneapolis,
Minnesota
|
$25.1M
|
-$8.56M
|
-141,311
|
-25%
|
|
|
117
|
Capital Planning Advisors
Roseville,
California
|
$25.1M
|
-$1.53M
|
-25,286
|
-6%
|
|
|
118
|
PAX Financial Group
San Antonio,
Texas
|
$25M
|
-$1.49M
|
-24,530
|
-5%
|
|
|
119
|
Principal Securities
Des Moines,
Iowa
|
$24.9M
|
+$1.15M
|
+19,072
|
+5%
|
|
|
120
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$24.8M
|
+$25.6M
|
+422,560
|
+10,059%
|
|
|
121
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$24.8M
|
+$390K
|
+6,438
|
+2%
|
|
|
122
|
Financial Enhancement Group
Anderson,
Indiana
|
$24.8M
|
+$7.19M
|
+118,821
|
+44%
|
|
|
123
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.6M
|
+$12.3M
|
+202,913
|
+92%
|
|
|
124
|
Detalus Advisors
St. Louis,
Missouri
|
$24.6M
|
-$3.33M
|
-54,969
|
-12%
|
|
|
125
|
Kestra Private Wealth Services
Austin,
Texas
|
$24.6M
|
+$184K
|
+3,046
|
+0.7%
|
|
