|
101
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.88M
|
-$140K
|
-5,528
|
-7%
|
|
|
102
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.8M
|
+$49.3K
|
+1,943
|
+3%
|
|
|
103
|
Essex Savings Bank
Essex,
Connecticut
|
$1.76M
|
–
|
–
|
–
|
|
|
104
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.72M
|
-$52.8K
|
-2,080
|
-3%
|
|
|
105
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.68M
|
+$9.65K
|
+380
|
+0.6%
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$1.59M
|
-$1.05M
|
-41,185
|
-40%
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$1.58M
|
+$368K
|
+14,504
|
+31%
|
|
|
108
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.56M
|
+$179K
|
+7,050
|
+13%
|
|
|
109
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.53M
|
-$35.5K
|
-1,400
|
-2%
|
|
|
110
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$1.51M
|
-$36.3K
|
-1,429
|
-2%
|
|
|
111
|
DOHJ LLC
Seattle,
Washington
|
$1.46M
|
+$425K
|
+16,756
|
+42%
|
|
|
112
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.41M
|
+$1.39M
|
+54,821
|
New
|
|
|
113
|
SVB Wealth
Boston,
Massachusetts
|
$1.41M
|
-$419K
|
-16,499
|
-23%
|
|
|
114
|
Atria Investments
Charlotte,
North Carolina
|
$1.38M
|
-$108K
|
-4,264
|
-7%
|
|
|
115
|
HSBC Holdings
London,
United Kingdom
|
$1.38M
|
-$60.4K
|
-2,377
|
-4%
|
|
|
116
|
1900 Wealth Management
San Antonio,
Texas
|
$1.37M
|
-$1M
|
-39,438
|
-42%
|
|
|
117
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.37M
|
–
|
–
|
–
|
|
|
118
|
|
$1.37M
|
+$1.01M
|
+39,755
|
+274%
|
|
|
119
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.36M
|
-$577K
|
-22,725
|
-30%
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.35M
|
+$753K
|
+29,645
|
+129%
|
|
|
121
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.34M
|
-$130K
|
-5,130
|
-9%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$1.31M
|
+$218K
|
+8,586
|
+20%
|
|
|
123
|
TownSquare Capital
Provo,
Utah
|
$1.28M
|
-$24.2K
|
-953
|
-2%
|
|
|
124
|
Sebold Capital Management
Lisle,
Illinois
|
$1.26M
|
+$532K
|
+20,969
|
+75%
|
|
|
125
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.23M
|
-$15K
|
-591
|
-1%
|
|
