|
101
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
+$201K
|
+2,943
|
+2%
|
|
|
102
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$10.1M
|
+$162K
|
+2,374
|
+2%
|
|
|
103
|
Squire Investment Management Company
Orem,
Utah
|
$10.1M
|
+$915K
|
+13,419
|
+10%
|
|
|
104
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.92M
|
-$154K
|
-2,255
|
-2%
|
|
|
105
|
Citizens Financial Group
Providence,
Rhode Island
|
$9.57M
|
-$1.09M
|
-15,980
|
-10%
|
|
|
106
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$9.39M
|
-$32.5K
|
-476
|
-0.3%
|
|
|
107
|
Solstein Capital
Menlo Park,
California
|
$9.32M
|
–
|
–
|
–
|
|
|
108
|
Heritage Investment Group
Pompano Beach,
Florida
|
$9.28M
|
+$984K
|
+14,423
|
+12%
|
|
|
109
|
Running Point Capital Advisors
El Segundo,
California
|
$9.27M
|
+$805K
|
+11,802
|
+10%
|
|
|
110
|
Steele Capital Management
Dubuque,
Iowa
|
$9.08M
|
-$232K
|
-3,404
|
-3%
|
|
|
111
|
Steward Partners Investment Advisory
New York
|
$9M
|
-$78.2K
|
-1,147
|
-0.9%
|
|
|
112
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.57M
|
-$2.78M
|
-40,804
|
-23%
|
|
|
113
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$8.43M
|
–
|
–
|
–
|
|
|
114
|
Family Wealth Partners
Matthews,
North Carolina
|
$8.36M
|
+$562K
|
+8,243
|
+7%
|
|
|
115
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.32M
|
+$335K
|
+4,918
|
+4%
|
|
|
116
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.27M
|
+$4.02M
|
+58,878
|
+96%
|
|
|
117
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$8.2M
|
+$225K
|
+3,305
|
+3%
|
|
|
118
|
New England Asset Management
Farmington,
Connecticut
|
$8.09M
|
–
|
–
|
–
|
|
|
119
|
Bremer Bank National Association
St Paul,
Minnesota
|
$8.05M
|
-$417K
|
-6,113
|
-5%
|
|
|
120
|
Simplicity Wealth
Summit,
New Jersey
|
$7.91M
|
+$1.25M
|
+18,352
|
+19%
|
|
|
121
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$7.65M
|
-$32.9K
|
-482
|
-0.4%
|
|
|
122
|
World Investment Advisors
Santa Barbara,
California
|
$7.55M
|
+$7.24M
|
+106,169
|
+3,160%
|
|
|
123
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.44M
|
+$99.4K
|
+1,458
|
+1%
|
|
|
124
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$7.28M
|
+$2.25M
|
+32,984
|
+45%
|
|
|
125
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.23M
|
+$7.16M
|
+104,982
|
New
|
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