|
101
|
Encompass Wealth Advisors
Portland,
Oregon
|
$50.7M
|
-$502K
|
-3,804
|
-1%
|
|
|
102
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$50.4M
|
+$655K
|
+4,960
|
+1%
|
|
|
103
|
Lee Financial
Dallas,
Texas
|
$48.8M
|
+$58.1K
|
+440
|
+0.1%
|
|
|
104
|
Principal Street Partners
Memphis,
Tennessee
|
$48.5M
|
+$34.5K
|
+261
|
+0.1%
|
|
|
105
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$48.4M
|
-$256K
|
-1,935
|
-0.5%
|
|
|
106
|
Beacon Pointe Advisors
Newport Beach,
California
|
$48.4M
|
+$478K
|
+3,622
|
+1%
|
|
|
107
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$47.9M
|
+$13M
|
+98,661
|
+39%
|
|
|
108
|
CGC Financial Services
Lake Oswego,
Oregon
|
$47.2M
|
-$575K
|
-4,353
|
-1%
|
|
|
109
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$47M
|
-$6.14M
|
-46,499
|
-12%
|
|
|
110
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$46.5M
|
+$32.9M
|
+248,991
|
+279%
|
|
|
111
|
Financial Life Advisors
San Antonio,
Texas
|
$46.4M
|
-$3.08M
|
-23,328
|
-6%
|
|
|
112
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$46.3M
|
-$156K
|
-1,185
|
-0.4%
|
|
|
113
|
Equitable Holdings
New York
|
$45.8M
|
+$7.57M
|
+57,353
|
+21%
|
|
|
114
|
J.W. Cole Advisors
Tampa,
Florida
|
$45.8M
|
+$44M
|
+332,923
|
New
|
|
|
115
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$45.8M
|
+$130K
|
+988
|
+0.3%
|
|
|
116
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$45.7M
|
+$1.19M
|
+9,047
|
+3%
|
|
|
117
|
Farther Finance Advisors
San Francisco,
California
|
$45.3M
|
-$400K
|
-3,029
|
-0.9%
|
|
|
118
|
Busey Bank
Urbana,
Illinois
|
$44.6M
|
-$680K
|
-5,149
|
-2%
|
|
|
119
|
Wealth Alliance
Mellville,
New York
|
$44.1M
|
+$13.6M
|
+102,621
|
+47%
|
|
|
120
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$44.1M
|
-$700K
|
-5,303
|
-2%
|
|
|
121
|
Praetorian Wealth Management
Carmel,
California
|
$43M
|
-$224K
|
-1,693
|
-0.5%
|
|
|
122
|
Integrity Alliance
Urbandale,
Iowa
|
$42.9M
|
+$3.12M
|
+23,649
|
+8%
|
|
|
123
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$42.9M
|
+$482K
|
+3,647
|
+1%
|
|
|
124
|
Corient Private Wealth
Miami,
Florida
|
$42.9M
|
-$4.58M
|
-34,700
|
-10%
|
|
|
125
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$41.7M
|
+$862K
|
+6,529
|
+2%
|
|
