|
76
|
BIP Wealth
Atlanta,
Georgia
|
$12.5M
|
+$1.8M
|
+35,931
|
+17%
|
|
|
77
|
Anderson Financial Strategies
Dayton,
Ohio
|
$12.4M
|
+$331K
|
+6,606
|
+3%
|
|
|
78
|
Kickstand Ventures
Pittsford,
New York
|
$11.5M
|
+$11.1M
|
+221,464
|
+3,316%
|
|
|
79
|
Vise Technologies
New York
|
$11.1M
|
+$5.26M
|
+104,951
|
+92%
|
|
|
80
|
Modern Wealth Management
Lenexa,
Kansas
|
$10.7M
|
-$11.5M
|
-230,437
|
-52%
|
|
|
81
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10.3M
|
+$628K
|
+12,530
|
+7%
|
|
|
82
|
KWB Wealth
Redlands,
California
|
$9.95M
|
+$1.19M
|
+23,662
|
+14%
|
|
|
83
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$9.67M
|
+$905K
|
+18,059
|
+10%
|
|
|
84
|
Forum Private Client Group
Fishers,
Indiana
|
$9.41M
|
+$610K
|
+12,179
|
+7%
|
|
|
85
|
Vestwell Advisors
New York
|
$8.9M
|
–
|
–
|
–
|
|
|
86
|
HSBC Holdings
London,
United Kingdom
|
$8.85M
|
+$451K
|
+8,995
|
+5%
|
|
|
87
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.69M
|
+$8.7M
|
+173,620
|
New
|
|
|
88
|
Securian Asset Management
St Paul,
Minnesota
|
$8.49M
|
-$185K
|
-3,700
|
-2%
|
|
|
89
|
United Capital Financial Advisors
Irving,
Texas
|
$8.47M
|
-$37.8M
|
-754,920
|
-82%
|
|
|
90
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$8.32M
|
+$543K
|
+10,829
|
+7%
|
|
|
91
|
Bank of New York Mellon
New York
|
$8.31M
|
-$71.4M
|
-1,424,392
|
-90%
|
|
|
92
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$7.91M
|
+$1.55M
|
+30,942
|
+25%
|
|
|
93
|
Appleton Partners
Boston,
Massachusetts
|
$7.79M
|
+$507K
|
+10,115
|
+7%
|
|
|
94
|
New Capital Management
Houston,
Texas
|
$7.78M
|
+$72K
|
+1,437
|
+0.9%
|
|
|
95
|
Farther Finance Advisors
San Francisco,
California
|
$7.74M
|
-$4.87M
|
-97,127
|
-39%
|
|
|
96
|
|
$7.5M
|
-$102K
|
-2,034
|
-1%
|
|
|
97
|
Robinswood Financial
Kirkland,
Washington
|
$7.39M
|
+$305K
|
+6,086
|
+4%
|
|
|
98
|
MML Investors Services
Springfield,
Massachusetts
|
$7.35M
|
-$67.1M
|
-1,339,116
|
-90%
|
|
|
99
|
Park Avenue Securities
New York
|
$7.29M
|
-$92.6M
|
-1,847,135
|
-93%
|
|
|
100
|
Lodestar Private Asset Management
Alamo,
California
|
$7.1M
|
+$200K
|
+3,990
|
+3%
|
|
