|
76
|
Petix & Botte Financial
La Mesa,
California
|
$21.7M
|
-$3.12M
|
-18,688
|
-13%
|
|
|
77
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.3M
|
-$800K
|
-4,796
|
-4%
|
|
|
78
|
NBT Bank
Norwich,
New York
|
$21.2M
|
+$500
|
+3
|
+2%
|
|
|
79
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$20.1M
|
-$457K
|
-2,738
|
-2%
|
|
|
80
|
ClearBridge Investments
New York
|
$20M
|
+$19.5M
|
+116,929
|
+5,474%
|
|
|
81
|
Atria Investments
Charlotte,
North Carolina
|
$19.9M
|
-$4.67M
|
-27,998
|
-19%
|
|
|
82
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$19.8M
|
-$396K
|
-2,374
|
-2%
|
|
|
83
|
United Capital Financial Advisors
Irving,
Texas
|
$19.8M
|
+$7.08M
|
+42,449
|
+56%
|
|
|
84
|
Elevation Wealth Partners
Santa Rosa,
California
|
$19.7M
|
-$758K
|
-4,544
|
-4%
|
|
|
85
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.4M
|
-$118K
|
-705
|
-0.6%
|
|
|
86
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.1M
|
+$1.38M
|
+8,303
|
+8%
|
|
|
87
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$19.1M
|
+$883K
|
+5,292
|
+5%
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
+$1.42M
|
+8,505
|
+8%
|
|
|
89
|
Founders Financial Securities
Towson,
Maryland
|
$18.5M
|
+$319K
|
+1,913
|
+2%
|
|
|
90
|
Horizon Investments
Charlotte,
North Carolina
|
$18.3M
|
+$231K
|
+1,387
|
+1%
|
|
|
91
|
Richard W. Paul & Associates
Novi,
Michigan
|
$17.3M
|
+$589K
|
+3,529
|
+4%
|
|
|
92
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$17.2M
|
-$277K
|
-1,662
|
-2%
|
|
|
93
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$17M
|
-$49.4K
|
-296
|
-0.3%
|
|
|
94
|
|
$16.7M
|
-$177K
|
-1,062
|
-1%
|
|
|
95
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$16.1M
|
-$850K
|
-5,093
|
-5%
|
|
|
96
|
Win Advisors
Palm Beach Gardens,
Florida
|
$15.9M
|
+$12.8M
|
+76,982
|
+429%
|
|
|
97
|
Fortress Financial Group
Rochester,
Minnesota
|
$15.6M
|
+$212K
|
+1,270
|
+1%
|
|
|
98
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.8M
|
+$1.32M
|
+7,890
|
+10%
|
|
|
99
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$14.6M
|
+$133K
|
+796
|
+0.9%
|
|
|
100
|
Financial Council
Towson,
Maryland
|
$14.4M
|
-$74.6K
|
-447
|
-0.5%
|
|
