|
101
|
Castleark Management
Chicago,
Illinois
|
$13.8M
|
–
|
–
|
–
|
|
|
102
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$13.7M
|
-$219K
|
-4,117
|
-2%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$13.6M
|
+$2.01M
|
+37,757
|
+17%
|
|
|
104
|
World Investment Advisors
Santa Barbara,
California
|
$13.5M
|
-$219K
|
-4,111
|
-2%
|
|
|
105
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.5M
|
+$354K
|
+6,665
|
+3%
|
|
|
106
|
WESPAC Advisors SoCal
Pasadena,
California
|
$13.5M
|
+$2.73M
|
+51,294
|
+25%
|
|
|
107
|
Caldwell Trust
Venice,
Florida
|
$13.3M
|
+$229K
|
+4,301
|
+2%
|
|
|
108
|
First American Trust
Santa Ana,
California
|
$13.1M
|
+$2.95M
|
+55,433
|
+29%
|
|
|
109
|
First Trust Advisors
Wheaton,
Illinois
|
$12.9M
|
+$362K
|
+6,817
|
+3%
|
|
|
110
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.9M
|
-$182K
|
-3,418
|
-1%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$12.9M
|
+$85.9K
|
+1,617
|
+0.7%
|
|
|
112
|
Naples Global Advisors
Naples,
Florida
|
$12.6M
|
+$1.19M
|
+22,475
|
+10%
|
|
|
113
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$12.4M
|
+$1.55M
|
+29,099
|
+14%
|
|
|
114
|
49 Wealth Management
Austin,
Texas
|
$12.3M
|
+$12.3M
|
+232,254
|
New
|
|
|
115
|
|
$12.3M
|
+$12.3M
|
+232,254
|
New
|
|
|
116
|
Steward Partners Investment Advisory
New York
|
$12.3M
|
+$249K
|
+4,680
|
+2%
|
|
|
117
|
Mendota Financial Group
Madison,
Wisconsin
|
$12.2M
|
+$1.15M
|
+21,586
|
+10%
|
|
|
118
|
Summit Wealth Partners
Orlando,
Florida
|
$12.2M
|
-$2.32M
|
-43,714
|
-16%
|
|
|
119
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$12.1M
|
+$9.6M
|
+180,656
|
+378%
|
|
|
120
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$11.9M
|
+$11.9M
|
+223,045
|
New
|
|
|
121
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$11.7M
|
-$33K
|
-621
|
-0.3%
|
|
|
122
|
TPG Financial Advisors
Portland,
Oregon
|
$11.6M
|
+$544K
|
+10,241
|
+5%
|
|
|
123
|
Burns Matteson Capital Management
Corning,
New York
|
$11.6M
|
+$1.61M
|
+30,287
|
+16%
|
|
|
124
|
Semitam Bonam
Goshen,
New York
|
$11.5M
|
+$574K
|
+10,794
|
+5%
|
|
|
125
|
Park Avenue Securities
New York
|
$11.4M
|
+$1.03M
|
+19,390
|
+10%
|
|
