|
76
|
Elevation Wealth Partners
Santa Rosa,
California
|
$15.2M
|
+$75.9K
|
+636
|
+0.5%
|
|
|
77
|
Truist Financial
Charlotte,
North Carolina
|
$13.9M
|
-$668K
|
-5,604
|
-5%
|
|
|
78
|
NBT Bank
Norwich,
New York
|
$13.9M
|
+$905K
|
+7,585
|
+7%
|
|
|
79
|
Richard W. Paul & Associates
Novi,
Michigan
|
$13.8M
|
+$555K
|
+4,657
|
+5%
|
|
|
80
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$13.7M
|
+$630K
|
+5,282
|
+5%
|
|
|
81
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$13.5M
|
+$806K
|
+6,760
|
+7%
|
|
|
82
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.4M
|
-$188K
|
-1,576
|
-1%
|
|
|
83
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$13.4M
|
-$382K
|
-3,200
|
-3%
|
|
|
84
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$13.3M
|
-$311K
|
-2,608
|
-2%
|
|
|
85
|
Win Advisors
Palm Beach Gardens,
Florida
|
$13M
|
-$4.09M
|
-34,327
|
-25%
|
|
|
86
|
Rockefeller Capital Management
New York
|
$12.8M
|
-$1.23M
|
-10,306
|
-9%
|
|
|
87
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.7M
|
+$177K
|
+1,486
|
+2%
|
|
|
88
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$12.7M
|
-$83.5K
|
-700
|
-0.7%
|
|
|
89
|
United Capital Financial Advisors
Irving,
Texas
|
$12.3M
|
-$709K
|
-5,942
|
-6%
|
|
|
90
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$12.2M
|
-$77.9K
|
-653
|
-0.7%
|
|
|
91
|
Wealth Quarterback
Toms River,
New Jersey
|
$12M
|
+$1.78M
|
+14,894
|
+19%
|
|
|
92
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.8M
|
+$959K
|
+8,041
|
+9%
|
|
|
93
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.5M
|
+$21.6K
|
+181
|
+0.2%
|
|
|
94
|
Financial Council
Towson,
Maryland
|
$11.4M
|
-$381K
|
-3,192
|
-3%
|
|
|
95
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$11.2M
|
+$314K
|
+2,636
|
+3%
|
|
|
96
|
Founders Financial Securities
Towson,
Maryland
|
$11.1M
|
+$331K
|
+2,779
|
+3%
|
|
|
97
|
Horizon Investments
Charlotte,
North Carolina
|
$11M
|
+$335K
|
+2,812
|
+3%
|
|
|
98
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.8M
|
+$929K
|
+7,792
|
+10%
|
|
|
99
|
Brio Consultants
San Francisco,
California
|
$10.7M
|
+$185K
|
+1,555
|
+2%
|
|
|
100
|
|
$10.5M
|
-$2.37M
|
-19,884
|
-19%
|
|
