|
101
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$15.1M
|
-$3.09M
|
-45,063
|
-19%
|
|
|
102
|
Gould Asset Management
Claremont,
California
|
$15M
|
-$2.74M
|
-39,987
|
-17%
|
|
|
103
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.8M
|
+$2.8M
|
+40,912
|
+27%
|
|
|
104
|
Encompass More Asset Management
Danville,
California
|
$14.8M
|
-$1.46M
|
-21,377
|
-10%
|
|
|
105
|
China Universal Asset Management Company
Shanghai,
China
|
$14.5M
|
–
|
–
|
–
|
|
|
106
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$13.7M
|
-$287K
|
-4,194
|
-2%
|
|
|
107
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$13.6M
|
+$3.24M
|
+47,344
|
+39%
|
|
|
108
|
Alaska Permanent Fund
Juneau,
Alaska
|
$13.5M
|
–
|
–
|
–
|
|
|
109
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$13M
|
-$366K
|
-5,335
|
-3%
|
|
|
110
|
Avid Wealth Partners
San Antonio,
Texas
|
$12.7M
|
+$641K
|
+9,357
|
+6%
|
|
|
111
|
|
$12.6M
|
+$1.17M
|
+17,132
|
+12%
|
|
|
112
|
LWM Advisory Services
Plantation,
Florida
|
$12.3M
|
-$6.7M
|
-97,735
|
-38%
|
|
|
113
|
Citadel Advisors
Miami,
Florida
|
$12.2M
|
+$7.4M
|
+108,037
|
+208%
|
|
|
114
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.1M
|
+$7.18M
|
+104,755
|
+194%
|
|
|
115
|
IHT Wealth Management
Chicago,
Illinois
|
$12.1M
|
+$8.86M
|
+129,231
|
+453%
|
|
|
116
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$12.1M
|
+$180K
|
+2,633
|
+2%
|
|
|
117
|
Austin Private Wealth
Austin,
Texas
|
$11.9M
|
+$3.15M
|
+45,952
|
+42%
|
|
|
118
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
+$1.65M
|
+24,046
|
+19%
|
|
|
119
|
Buck Wealth Strategies
Denver,
Colorado
|
$11.7M
|
+$869K
|
+12,680
|
+9%
|
|
|
120
|
Kestra Advisory Services
Austin,
Texas
|
$11.7M
|
+$464K
|
+6,764
|
+5%
|
|
|
121
|
R.W. Roge & Company
Bohemia,
New York
|
$11.1M
|
+$430K
|
+6,279
|
+5%
|
|
|
122
|
Plum Street Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$9.7M
|
+141,493
|
New
|
|
|
123
|
Synovus Financial
Columbus,
Georgia
|
$10.7M
|
+$353K
|
+5,148
|
+4%
|
|
|
124
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$10.4M
|
-$21.7K
|
-317
|
-0.2%
|
|
|
125
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$10.4M
|
+$336K
|
+4,896
|
+4%
|
|
