|
101
|
MA Private Wealth
San Carlos,
California
|
$43.1M
|
+$6.23M
|
+62,962
|
+19%
|
|
|
102
|
Financial Life Advisors
San Antonio,
Texas
|
$42.9M
|
-$360K
|
-3,633
|
-0.9%
|
|
|
103
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$42.9M
|
-$568K
|
-5,740
|
-1%
|
|
|
104
|
Principal Securities
Des Moines,
Iowa
|
$42.3M
|
+$4.72M
|
+47,727
|
+14%
|
|
|
105
|
Encompass Wealth Advisors
Portland,
Oregon
|
$41.6M
|
+$367K
|
+3,704
|
+1%
|
|
|
106
|
Mercer Global Advisors
Denver,
Colorado
|
$40.8M
|
-$2.92M
|
-29,475
|
-7%
|
|
|
107
|
Lee Financial
Dallas,
Texas
|
$40.1M
|
+$713K
|
+7,204
|
+2%
|
|
|
108
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$40M
|
+$420K
|
+4,248
|
+1%
|
|
|
109
|
Clearstead Advisors
Cleveland,
Ohio
|
$39.9M
|
+$244K
|
+2,461
|
+0.7%
|
|
|
110
|
&Partners
Nashville,
Tennessee
|
$38.2M
|
+$13.1M
|
+132,045
|
+62%
|
|
|
111
|
|
$37.8M
|
-$390K
|
-3,936
|
-1%
|
|
|
112
|
Busey Bank
Urbana,
Illinois
|
$37.6M
|
-$375K
|
-3,784
|
-1%
|
|
|
113
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$37.6M
|
+$222K
|
+2,238
|
+0.7%
|
|
|
114
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$36.8M
|
-$387K
|
-3,914
|
-1%
|
|
|
115
|
Atria Wealth Solutions
New York
|
$36.6M
|
-$38.2M
|
-385,775
|
-54%
|
|
|
116
|
Praetorian Wealth Management
Carmel,
California
|
$35.7M
|
-$41.8M
|
-422,644
|
-57%
|
|
|
117
|
Pathstone Holdings
Englewood,
New Jersey
|
$35.6M
|
-$710K
|
-7,170
|
-2%
|
|
|
118
|
BOK Financial Private Wealth
Denver,
Colorado
|
$35.5M
|
-$1.28M
|
-12,976
|
-4%
|
|
|
119
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$35.4M
|
-$438K
|
-4,425
|
-1%
|
|
|
120
|
|
$35.4M
|
-$127K
|
-1,281
|
-0.4%
|
|
|
121
|
BOK Financial
Tulsa,
Oklahoma
|
$35.3M
|
-$2.6M
|
-26,312
|
-8%
|
|
|
122
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.7M
|
+$5.05M
|
+51,043
|
+19%
|
|
|
123
|
Charles Schwab
San Francisco,
California
|
$34.7M
|
-$10.1M
|
-101,725
|
-24%
|
|
|
124
|
Amarillo National Bank
Amarillo,
Texas
|
$34.5M
|
-$211K
|
-2,128
|
-0.7%
|
|
|
125
|
Concurrent Investment Advisors
Tampa,
Florida
|
$34.2M
|
+$15M
|
+151,129
|
+95%
|
|
