|
101
|
Bank of New York Mellon
New York
|
$16M
|
+$1.31M
|
+9,378
|
+9%
|
|
|
102
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.9M
|
-$4.75M
|
-34,006
|
-23%
|
|
|
103
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$15.8M
|
-$2.7M
|
-19,302
|
-14%
|
|
|
104
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.7M
|
-$362K
|
-2,593
|
-2%
|
|
|
105
|
JMG Financial Group
Downers Grove,
Illinois
|
$15.5M
|
-$372K
|
-2,665
|
-2%
|
|
|
106
|
Curi RMB Capital
Chicago,
Illinois
|
$15.5M
|
-$6.43K
|
-46
|
-0%
|
|
|
107
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$15.3M
|
+$269K
|
+1,923
|
+2%
|
|
|
108
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14.8M
|
+$1.26K
|
+9
|
+0%
|
|
|
109
|
HUB Investment Partners
Austin,
Texas
|
$14.6M
|
-$516K
|
-3,692
|
-3%
|
|
|
110
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.6M
|
-$1.53M
|
-10,970
|
-9%
|
|
|
111
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.4M
|
+$1.24M
|
+8,865
|
+9%
|
|
|
112
|
StoryOne LLC
Overland Park,
Kansas
|
$14.3M
|
–
|
–
|
–
|
|
|
113
|
United Capital Management of KS
Salina,
Kansas
|
$14M
|
+$67.1K
|
+480
|
+0.5%
|
|
|
114
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$13.8M
|
–
|
–
|
–
|
|
|
115
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$13.6M
|
+$98K
|
+701
|
+0.7%
|
|
|
116
|
Future Fund LLC
Chicago,
Illinois
|
$13.6M
|
–
|
–
|
–
|
|
|
117
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$13.5M
|
+$212K
|
+1,514
|
+2%
|
|
|
118
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.2M
|
+$456K
|
+3,264
|
+4%
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
$13M
|
+$834K
|
+5,971
|
+7%
|
|
|
120
|
&Partners
Nashville,
Tennessee
|
$12.9M
|
+$4.06M
|
+29,084
|
+45%
|
|
|
121
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$12.8M
|
+$561K
|
+4,014
|
+4%
|
|
|
122
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$12.8M
|
-$17.9K
|
-128
|
-0.1%
|
|
|
123
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.7M
|
-$353K
|
-2,523
|
-3%
|
|
|
124
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.6M
|
+$500K
|
+3,577
|
+4%
|
|
|
125
|
ClearBridge Investments
New York
|
$12.6M
|
+$11M
|
+78,926
|
+617%
|
|
