|
101
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.2M
|
+$292K
|
+2,787
|
+2%
|
|
|
102
|
Atria Investments
Charlotte,
North Carolina
|
$12.1M
|
-$5.32M
|
-50,759
|
-30%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
-$3.04M
|
-28,987
|
-20%
|
|
|
104
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.4M
|
-$81.1K
|
-773
|
-0.7%
|
|
|
105
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.3M
|
+$195K
|
+1,855
|
+2%
|
|
|
106
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$11.3M
|
-$406K
|
-3,867
|
-3%
|
|
|
107
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$182K
|
+1,738
|
+2%
|
|
|
108
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.9M
|
+$287K
|
+2,735
|
+3%
|
|
|
109
|
ARWA LLC
Fort Worth,
Texas
|
$10.8M
|
+$956K
|
+9,115
|
+10%
|
|
|
110
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10.7M
|
+$8.4M
|
+80,138
|
+325%
|
|
|
111
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.6M
|
+$3.83M
|
+36,509
|
+54%
|
|
|
112
|
Tortoise Investment Management
White Plains,
New York
|
$10.4M
|
-$251K
|
-2,397
|
-2%
|
|
|
113
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.3M
|
-$829K
|
-7,902
|
-7%
|
|
|
114
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.99M
|
+$187K
|
+1,784
|
+2%
|
|
|
115
|
Weil Company
San Diego,
California
|
$9.99M
|
+$1.75M
|
+16,720
|
+21%
|
|
|
116
|
Sapient Capital
Indianapolis,
Indiana
|
$9.87M
|
+$32K
|
+305
|
+0.3%
|
|
|
117
|
|
$9.85M
|
-$240K
|
-2,286
|
-2%
|
|
|
118
|
&Partners
Nashville,
Tennessee
|
$9.67M
|
-$126K
|
-1,202
|
-1%
|
|
|
119
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$9.57M
|
+$383K
|
+3,654
|
+4%
|
|
|
120
|
TD Private Client Wealth
New York
|
$9.56M
|
-$1.22M
|
-11,664
|
-11%
|
|
|
121
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$9.5M
|
-$2.7M
|
-25,762
|
-22%
|
|
|
122
|
Financial Council
Towson,
Maryland
|
$9.28M
|
+$33.5K
|
+319
|
+0.4%
|
|
|
123
|
Zuckerman Investment Group
Chicago,
Illinois
|
$9.05M
|
+$575K
|
+5,479
|
+7%
|
|
|
124
|
Iconiq Capital
San Francisco,
California
|
$8.78M
|
–
|
–
|
–
|
|
|
125
|
Charles Schwab
San Francisco,
California
|
$8.74M
|
-$1.05M
|
-10,021
|
-10%
|
|
