|
101
|
Barings
Charlotte,
North Carolina
|
$44.8M
|
+$14.6M
|
+126,777
|
+52%
|
|
|
102
|
Financial Life Advisors
San Antonio,
Texas
|
$44.8M
|
-$2.17M
|
-18,859
|
-5%
|
|
|
103
|
Clearstead Advisors
Cleveland,
Ohio
|
$44.3M
|
+$458K
|
+3,979
|
+1%
|
|
|
104
|
Lee Financial
Dallas,
Texas
|
$43.8M
|
-$202K
|
-1,752
|
-0.5%
|
|
|
105
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$43.7M
|
-$5.43M
|
-47,177
|
-12%
|
|
|
106
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$42.7M
|
-$1.11M
|
-9,630
|
-3%
|
|
|
107
|
Principal Street Partners
Memphis,
Tennessee
|
$42.5M
|
-$40.4M
|
-351,348
|
-50%
|
|
|
108
|
|
$41.5M
|
+$35.8K
|
+311
|
+0.1%
|
|
|
109
|
Mercer Global Advisors
Denver,
Colorado
|
$40.9M
|
-$3.62M
|
-31,491
|
-8%
|
|
|
110
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$40.9M
|
-$274K
|
-2,380
|
-0.7%
|
|
|
111
|
Busey Bank
Urbana,
Illinois
|
$40.7M
|
-$543K
|
-4,724
|
-1%
|
|
|
112
|
CGC Financial Services
Lake Oswego,
Oregon
|
$40.5M
|
+$38.6M
|
+335,855
|
New
|
|
|
113
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$40.3M
|
-$42K
|
-365
|
-0.1%
|
|
|
114
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$39.5M
|
+$633K
|
+5,501
|
+2%
|
|
|
115
|
Pathstone Holdings
Englewood,
New Jersey
|
$39M
|
-$8.28K
|
-72
|
-0%
|
|
|
116
|
Praetorian Wealth Management
Carmel,
California
|
$38.5M
|
-$603K
|
-5,242
|
-2%
|
|
|
117
|
BOK Financial
Tulsa,
Oklahoma
|
$38.2M
|
-$488K
|
-4,240
|
-1%
|
|
|
118
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$38.1M
|
+$15M
|
+130,166
|
+70%
|
|
|
119
|
Concurrent Investment Advisors
Tampa,
Florida
|
$37.7M
|
+$145K
|
+1,258
|
+0.4%
|
|
|
120
|
BOK Financial Private Wealth
Denver,
Colorado
|
$37.4M
|
-$1.46M
|
-12,729
|
-4%
|
|
|
121
|
Amarillo National Bank
Amarillo,
Texas
|
$37.3M
|
-$414K
|
-3,602
|
-1%
|
|
|
122
|
Corient Private Wealth
Miami,
Florida
|
$36.7M
|
+$3.34M
|
+29,011
|
+11%
|
|
|
123
|
J.W. Cole Advisors
Tampa,
Florida
|
$36.6M
|
+$1.68M
|
+14,634
|
+5%
|
|
|
124
|
MV Capital Management
Bethesda,
Maryland
|
$35.9M
|
-$497K
|
-4,323
|
-1%
|
|
|
125
|
Sterling Investment Counsel
Buffalo,
New York
|
$35.5M
|
+$13.6M
|
+118,492
|
+67%
|
|
