|
101
|
Comprehensive Financial Management
Los Gatos,
California
|
$39.6M
|
–
|
–
|
–
|
|
|
102
|
Nadler Financial Group
Deerfield,
Illinois
|
$39.3M
|
-$814K
|
-4,273
|
-2%
|
|
|
103
|
Mission Wealth Management
Santa Barbara,
California
|
$39M
|
+$4.07M
|
+21,377
|
+12%
|
|
|
104
|
Flaharty Asset Management
Clearwater,
Florida
|
$38.9M
|
-$3.34M
|
-17,536
|
-8%
|
|
|
105
|
First Horizon Advisors
Memphis,
Tennessee
|
$37.1M
|
-$450K
|
-2,364
|
-1%
|
|
|
106
|
Waverly Advisors
Birmingham,
Alabama
|
$36.4M
|
+$10.9M
|
+56,983
|
+42%
|
|
|
107
|
Mercer Global Advisors
Denver,
Colorado
|
$35.9M
|
+$1.85M
|
+9,709
|
+5%
|
|
|
108
|
Regions Financial Corp
Birmingham,
Alabama
|
$35.8M
|
-$1.07M
|
-5,605
|
-3%
|
|
|
109
|
Simon Quick Advisors
Morristown,
New Jersey
|
$35.7M
|
-$44.9K
|
-236
|
-0.1%
|
|
|
110
|
Boston Partners
Boston,
Massachusetts
|
$34.5M
|
-$14.9M
|
-77,995
|
-30%
|
|
|
111
|
Prospera Financial Services
Dallas,
Texas
|
$33.6M
|
+$28.9M
|
+151,538
|
+558%
|
|
|
112
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$33.3M
|
+$156K
|
+817
|
+0.5%
|
|
|
113
|
HB Wealth Management
Atlanta,
Georgia
|
$33M
|
+$1.93M
|
+10,159
|
+6%
|
|
|
114
|
Legacy Edge Advisors
Syosset,
New York
|
$32.7M
|
+$1.11M
|
+5,818
|
+3%
|
|
|
115
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$32.2M
|
-$1.36M
|
-7,118
|
-4%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$32.1M
|
-$8.54M
|
-44,862
|
-21%
|
|
|
117
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$31M
|
-$746K
|
-3,916
|
-2%
|
|
|
118
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29.8M
|
+$1.03M
|
+5,410
|
+3%
|
|
|
119
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$29M
|
+$2.31M
|
+12,143
|
+9%
|
|
|
120
|
KeyBank National Association
Cleveland,
Ohio
|
$28.9M
|
+$709K
|
+3,722
|
+2%
|
|
|
121
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$28.8M
|
+$29.1M
|
+152,891
|
New
|
|
|
122
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$28.6M
|
-$11.1M
|
-58,056
|
-28%
|
|
|
123
|
IEQ Capital
Foster City,
California
|
$28.3M
|
+$4.38M
|
+22,991
|
+18%
|
|
|
124
|
Clearstead Advisors
Cleveland,
Ohio
|
$27.6M
|
-$346K
|
-1,817
|
-1%
|
|
|
125
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$27M
|
-$3.33M
|
-17,511
|
-11%
|
|
