|
101
|
Flatrock Wealth Partners
Newport Beach,
California
|
$15.4M
|
+$1.17M
|
+22,352
|
+8%
|
|
|
102
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.4M
|
+$4.22M
|
+80,307
|
+38%
|
|
|
103
|
SOA Wealth Advisors
New York
|
$15.3M
|
+$525K
|
+9,992
|
+4%
|
|
|
104
|
William Mack & Associates
Troy,
Michigan
|
$15.3M
|
+$5.8M
|
+110,469
|
+62%
|
|
|
105
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$15.2M
|
+$368K
|
+7,009
|
+2%
|
|
|
106
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$15.1M
|
+$534K
|
+10,169
|
+4%
|
|
|
107
|
Westover Capital Advisors
Wilmington,
Delaware
|
$15.1M
|
+$58.1K
|
+1,106
|
+0.4%
|
|
|
108
|
Kestra Private Wealth Services
Austin,
Texas
|
$15M
|
+$5.46M
|
+103,944
|
+57%
|
|
|
109
|
Rockefeller Capital Management
New York
|
$14.9M
|
+$1.79M
|
+34,120
|
+14%
|
|
|
110
|
Aspiriant LLC
Los Angeles,
California
|
$14.5M
|
+$406K
|
+7,718
|
+3%
|
|
|
111
|
Collective Family Office
York,
Pennsylvania
|
$14.5M
|
+$243K
|
+4,632
|
+2%
|
|
|
112
|
KRM Wealth Management
Reno,
Nevada
|
$14.2M
|
+$592K
|
+11,262
|
+4%
|
|
|
113
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.6M
|
-$1.29M
|
-24,590
|
-9%
|
|
|
114
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$13.2M
|
-$9.8M
|
-186,493
|
-43%
|
|
|
115
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.1M
|
+$345K
|
+6,560
|
+3%
|
|
|
116
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13M
|
+$3.59M
|
+68,303
|
+38%
|
|
|
117
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13M
|
+$699K
|
+13,299
|
+6%
|
|
|
118
|
1900 Wealth Management
San Antonio,
Texas
|
$12.9M
|
+$9.83K
|
+187
|
+0.1%
|
|
|
119
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$12.7M
|
+$1.4M
|
+26,615
|
+12%
|
|
|
120
|
Your Advocates Ltd
Houston,
Texas
|
$12.5M
|
-$546K
|
-10,394
|
-4%
|
|
|
121
|
J.E. Simmons & Co
Dallas,
Texas
|
$12.3M
|
-$199K
|
-3,781
|
-2%
|
|
|
122
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$12.1M
|
-$893K
|
-17,002
|
-7%
|
|
|
123
|
Oppenheimer & Co
New York
|
$12M
|
+$710K
|
+13,519
|
+6%
|
|
|
124
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.8M
|
+$188K
|
+3,576
|
+2%
|
|
|
125
|
Aprio Wealth Management
Atlanta,
Georgia
|
$11.8M
|
+$3.85M
|
+73,315
|
+49%
|
|
