|
126
|
Concurrent Investment Advisors
Tampa,
Florida
|
$31.1M
|
+$816K
|
+8,838
|
+3%
|
|
|
127
|
Principal Securities
Des Moines,
Iowa
|
$30.8M
|
+$2.29M
|
+24,836
|
+8%
|
|
|
128
|
MA Private Wealth
San Carlos,
California
|
$30.4M
|
+$9.79M
|
+106,082
|
+50%
|
|
|
129
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$30M
|
-$443K
|
-4,798
|
-2%
|
|
|
130
|
SteelPeak Wealth
Woodland Hills,
California
|
$29.9M
|
-$1.07M
|
-11,576
|
-4%
|
|
|
131
|
Pathstone Holdings
Englewood,
New Jersey
|
$29.9M
|
+$366K
|
+3,968
|
+1%
|
|
|
132
|
High Falls Advisors
Rochester,
New York
|
$29.2M
|
-$1.91M
|
-20,733
|
-6%
|
|
|
133
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$28.9M
|
+$846K
|
+9,162
|
+3%
|
|
|
134
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$28.6M
|
-$429K
|
-4,650
|
-2%
|
|
|
135
|
First Merchants Corp
Muncie,
Indiana
|
$28M
|
+$319K
|
+3,458
|
+1%
|
|
|
136
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$27.8M
|
-$619K
|
-6,703
|
-2%
|
|
|
137
|
Sterling Investment Counsel
Buffalo,
New York
|
$27.7M
|
+$90.9K
|
+985
|
+0.3%
|
|
|
138
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$27.6M
|
+$18.9M
|
+204,283
|
+245%
|
|
|
139
|
Corient Private Wealth
Miami,
Florida
|
$27.2M
|
+$2.11M
|
+22,802
|
+9%
|
|
|
140
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$27.2M
|
-$1.69M
|
-18,313
|
-6%
|
|
|
141
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27.1M
|
+$9.07M
|
+98,282
|
+53%
|
|
|
142
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
-$1.25M
|
-13,496
|
-5%
|
|
|
143
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$27.1M
|
-$1.25M
|
-13,496
|
-5%
|
|
|
144
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$27M
|
+$303K
|
+3,284
|
+1%
|
|
|
145
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$26.9M
|
+$10.3M
|
+111,964
|
+66%
|
|
|
146
|
Silicon Valley Capital Partners
San Jose,
California
|
$26.9M
|
-$725K
|
-7,852
|
-3%
|
|
|
147
|
Csenge Advisory Group
Clearwater,
Florida
|
$26.9M
|
-$927K
|
-10,043
|
-3%
|
|
|
148
|
Blue Edge Capital
Richmond,
Virginia
|
$26.7M
|
+$1.03M
|
+11,151
|
+4%
|
|
|
149
|
Principal Street Partners
Memphis,
Tennessee
|
$26.7M
|
–
|
–
|
–
|
|
|
150
|
Equitable Holdings
New York
|
$26.5M
|
-$22.9M
|
-247,967
|
-47%
|
|
