|
101
|
Lee Financial
Dallas,
Texas
|
$40.1M
|
-$822K
|
-6,838
|
-2%
|
|
|
102
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$40M
|
-$3.76M
|
-31,264
|
-8%
|
|
|
103
|
Pathstone Holdings
Englewood,
New Jersey
|
$39.9M
|
+$4.25M
|
+35,360
|
+11%
|
|
|
104
|
Principal Street Partners
Memphis,
Tennessee
|
$39.9M
|
+$29.6K
|
+246
|
+0.1%
|
|
|
105
|
Mercer Global Advisors
Denver,
Colorado
|
$39.6M
|
-$8.02M
|
-66,668
|
-16%
|
|
|
106
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39.4M
|
+$5.49M
|
+45,650
|
+15%
|
|
|
107
|
CGC Financial Services
Lake Oswego,
Oregon
|
$39.3M
|
+$1.08M
|
+8,961
|
+3%
|
|
|
108
|
IFP Advisors
Tampa,
Florida
|
$38.8M
|
-$15.1M
|
-125,209
|
-27%
|
|
|
109
|
|
$38.7M
|
+$1.8M
|
+14,988
|
+5%
|
|
|
110
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$38.2M
|
+$216K
|
+1,796
|
+0.5%
|
|
|
111
|
Farther Finance Advisors
San Francisco,
California
|
$38.1M
|
-$6.49M
|
-53,940
|
-14%
|
|
|
112
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$37.5M
|
-$375K
|
-3,121
|
-0.9%
|
|
|
113
|
Praetorian Wealth Management
Carmel,
California
|
$37.5M
|
-$369K
|
-3,070
|
-1%
|
|
|
114
|
Corient Private Wealth
Miami,
Florida
|
$37.4M
|
+$242K
|
+2,012
|
+0.6%
|
|
|
115
|
Busey Bank
Urbana,
Illinois
|
$37.3M
|
-$643K
|
-5,345
|
-2%
|
|
|
116
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$36.9M
|
-$2.91M
|
-24,156
|
-7%
|
|
|
117
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$36.5M
|
+$6.41M
|
+53,269
|
+20%
|
|
|
118
|
AQR Capital Management
Greenwich,
Connecticut
|
$36.4M
|
+$7.14M
|
+59,377
|
+22%
|
|
|
119
|
Brookstone Capital Management
Wheaton,
Illinois
|
$35.3M
|
+$9.04M
|
+75,198
|
+32%
|
|
|
120
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$34.9M
|
-$1.04M
|
-8,688
|
-3%
|
|
|
121
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$34.5M
|
+$5.1M
|
+42,441
|
+16%
|
|
|
122
|
BOK Financial
Tulsa,
Oklahoma
|
$34.4M
|
-$10.1M
|
-83,853
|
-22%
|
|
|
123
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$34.2M
|
+$1.25M
|
+10,352
|
+4%
|
|
|
124
|
Equitable Holdings
New York
|
$33.9M
|
+$18.8K
|
+156
|
+0.1%
|
|
|
125
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$33.6M
|
+$1.83M
|
+15,193
|
+5%
|
|
