|
101
|
R.W. Roge & Company
Bohemia,
New York
|
$9.88M
|
-$720K
|
-12,670
|
-7%
|
|
|
102
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$9.88M
|
+$383K
|
+6,744
|
+4%
|
|
|
103
|
Nissay Asset Management
Tokyo,
Japan
|
$9.69M
|
+$5.12M
|
+90,161
|
+136%
|
|
|
104
|
Avid Wealth Partners
San Antonio,
Texas
|
$9.66M
|
+$2.78K
|
+49
|
+0%
|
|
|
105
|
Austin Private Wealth
Austin,
Texas
|
$9.46M
|
+$4.55M
|
+80,141
|
+110%
|
|
|
106
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$9.16M
|
+$667K
|
+11,742
|
+9%
|
|
|
107
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$9M
|
+$4.34M
|
+76,460
|
+111%
|
|
|
108
|
AIFG Consultants
Halfmoon,
New York
|
$8.91M
|
+$154K
|
+2,707
|
+2%
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$8.58M
|
+$683K
|
+12,033
|
+10%
|
|
|
110
|
Journey Strategic Wealth
Summit,
New Jersey
|
$8.49M
|
+$7.8M
|
+137,259
|
New
|
|
|
111
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$8.45M
|
+$1.04M
|
+18,373
|
+17%
|
|
|
112
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$8.35M
|
+$69.6K
|
+1,225
|
+0.9%
|
|
|
113
|
China Universal Asset Management Company
Shanghai,
China
|
$8.31M
|
-$2.56M
|
-45,000
|
-25%
|
|
|
114
|
|
$8.25M
|
+$335K
|
+5,896
|
+5%
|
|
|
115
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$8.24M
|
-$168K
|
-2,964
|
-2%
|
|
|
116
|
Plum Street Advisors
New Orleans,
Louisiana
|
$8.1M
|
+$101K
|
+1,784
|
+1%
|
|
|
117
|
Buck Wealth Strategies
Denver,
Colorado
|
$8.08M
|
+$7.42M
|
+130,633
|
New
|
|
|
118
|
Hudson Capital Management
Ramsey,
New Jersey
|
$8.06M
|
-$238K
|
-4,195
|
-3%
|
|
|
119
|
Synovus Financial
Columbus,
Georgia
|
$7.98M
|
+$267K
|
+4,709
|
+4%
|
|
|
120
|
Versant Capital Management
Phoenix,
Arizona
|
$7.7M
|
-$421K
|
-7,417
|
-6%
|
|
|
121
|
Chatham Capital Group
Savannah,
Georgia
|
$7.69M
|
-$83.8K
|
-1,475
|
-1%
|
|
|
122
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.62M
|
-$210K
|
-3,704
|
-3%
|
|
|
123
|
Copley Financial Group
San Diego,
California
|
$7.58M
|
-$85.5K
|
-1,505
|
-1%
|
|
|
124
|
Atria Wealth Solutions
New York
|
$7.48M
|
+$105K
|
+1,850
|
+2%
|
|
|
125
|
Glenview Trust
Louisville,
Kentucky
|
$7.39M
|
+$8.35K
|
+147
|
+0.1%
|
|
