|
101
|
Kestra Advisory Services
Austin,
Texas
|
$15.8M
|
+$3.22M
|
+141,859
|
+26%
|
|
|
102
|
Mercer Global Advisors
Denver,
Colorado
|
$15.6M
|
-$1.25M
|
-55,010
|
-7%
|
|
|
103
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.3M
|
+$13.8M
|
+607,399
|
+922%
|
|
|
104
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$14.5M
|
+$69.5K
|
+3,057
|
+0.5%
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$13.5M
|
-$202K
|
-8,875
|
-1%
|
|
|
106
|
Wealthspire Advisors (New York)
New York
|
$13.4M
|
-$26.1K
|
-1,149
|
-0.2%
|
|
|
107
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
-$2.31M
|
-101,642
|
-15%
|
|
|
108
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$13M
|
+$425K
|
+18,699
|
+3%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.8M
|
+$390K
|
+17,174
|
+3%
|
|
|
110
|
Cetera Advisors
Denver,
Colorado
|
$12.4M
|
+$4.67M
|
+205,489
|
+60%
|
|
|
111
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.3M
|
+$4.03M
|
+177,405
|
+49%
|
|
|
112
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$12.2M
|
+$1.47M
|
+64,569
|
+14%
|
|
|
113
|
Petix & Botte Financial
La Mesa,
California
|
$12.2M
|
+$12.2M
|
+534,832
|
New
|
|
|
114
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$12M
|
+$705K
|
+31,023
|
+6%
|
|
|
115
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$11.9M
|
+$2.84M
|
+125,094
|
+32%
|
|
|
116
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.8M
|
+$1.5M
|
+65,918
|
+15%
|
|
|
117
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$11.6M
|
+$2.42M
|
+106,545
|
+26%
|
|
|
118
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$11.4M
|
-$371K
|
-16,305
|
-3%
|
|
|
119
|
Occidental Asset Management
Burlingame,
California
|
$11.4M
|
+$337K
|
+14,824
|
+3%
|
|
|
120
|
Regal Investment Advisors
Kentwood,
Michigan
|
$11.2M
|
+$77.6K
|
+3,413
|
+0.7%
|
|
|
121
|
Equitable Holdings
New York
|
$11.1M
|
+$9.02M
|
+396,611
|
+445%
|
|
|
122
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$11M
|
+$481K
|
+21,171
|
+5%
|
|
|
123
|
Source Financial Advisors
New York
|
$10.8M
|
+$1.79M
|
+78,569
|
+20%
|
|
|
124
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$10.6M
|
+$1.27M
|
+55,865
|
+14%
|
|
|
125
|
Perella Weinberg Partners Capital Management
New York
|
$10.3M
|
+$1.98M
|
+87,080
|
+24%
|
|
