|
101
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.75M
|
+$717K
|
+25,625
|
+83%
|
|
|
102
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$1.74M
|
+$809K
|
+28,919
|
+107%
|
|
|
103
|
|
$1.69M
|
-$811K
|
-28,971
|
-35%
|
|
|
104
|
Richmond Investment Services
Mequon,
Wisconsin
|
$1.65M
|
+$1.49M
|
+53,156
|
New
|
|
|
105
|
Synergy Asset Management
Vancouver,
Washington
|
$1.54M
|
+$1.39M
|
+49,814
|
New
|
|
|
106
|
Per Stirling Capital Management
Austin,
Texas
|
$1.49M
|
+$1.34M
|
+47,991
|
New
|
|
|
107
|
Vise Technologies
New York
|
$1.49M
|
–
|
–
|
–
|
|
|
108
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.35M
|
+$1.22M
|
+43,603
|
New
|
|
|
109
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.29M
|
+$1.17M
|
+41,732
|
New
|
|
|
110
|
IHT Wealth Management
Chicago,
Illinois
|
$1.29M
|
+$9.96K
|
+356
|
+0.9%
|
|
|
111
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.25M
|
+$82.3K
|
+2,942
|
+8%
|
|
|
112
|
Bank of New York Mellon
New York
|
$1.24M
|
+$488K
|
+17,452
|
+77%
|
|
|
113
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.22M
|
+$72.5K
|
+2,590
|
+7%
|
|
|
114
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.14M
|
+$1.03M
|
+36,639
|
New
|
|
|
115
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.09M
|
-$1.1M
|
-39,176
|
-96%
|
|
|
116
|
Advisory Services Network
Atlanta,
Georgia
|
$1.09M
|
+$980K
|
+35,018
|
New
|
|
|
117
|
HM Payson & Co
Portland,
Maine
|
$1.07M
|
-$151K
|
-5,408
|
-14%
|
|
|
118
|
Vicus Capital
State College,
Pennsylvania
|
$1.06M
|
+$50K
|
+1,788
|
+6%
|
|
|
119
|
SK Wealth Management
Providence,
Rhode Island
|
$1.01M
|
+$54.1K
|
+1,934
|
+6%
|
|
|
120
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.01M
|
+$41.9K
|
+1,496
|
+5%
|
|
|
121
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.01M
|
+$45K
|
+1,609
|
+5%
|
|
|
122
|
Wallace Advisory Group
Lafayette,
California
|
$990K
|
-$306K
|
-10,949
|
-26%
|
|
|
123
|
Corient Private Wealth
Miami,
Florida
|
$941K
|
-$87.2K
|
-3,116
|
-9%
|
|
|
124
|
Meridian Wealth Management
Lexington,
Kentucky
|
$935K
|
+$69.6K
|
+2,486
|
+9%
|
|
|
125
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$916K
|
+$294K
|
+10,517
|
+55%
|
|
