|
101
|
KDK Private Wealth Management
Houston,
Texas
|
$14.2M
|
+$747K
|
+2,228
|
+5%
|
|
|
102
|
United Capital Financial Advisors
Irving,
Texas
|
$14.2M
|
-$323K
|
-963
|
-2%
|
|
|
103
|
First Horizon Advisors
Memphis,
Tennessee
|
$13.9M
|
-$4.91M
|
-14,643
|
-25%
|
|
|
104
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.8M
|
+$11.7K
|
+35
|
+0.1%
|
|
|
105
|
Hanover Advisors
Seneca,
South Carolina
|
$13.3M
|
+$20.1K
|
+60
|
+0.1%
|
|
|
106
|
|
$13.1M
|
-$1.61M
|
-4,792
|
-10%
|
|
|
107
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$12.8M
|
+$708K
|
+2,111
|
+6%
|
|
|
108
|
First National Trust
Hermitage,
Pennsylvania
|
$12.5M
|
-$487K
|
-1,452
|
-4%
|
|
|
109
|
UMB Bank
Kansas City,
Missouri
|
$12.2M
|
-$5.25M
|
-15,664
|
-29%
|
|
|
110
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$12.2M
|
-$898K
|
-2,677
|
-6%
|
|
|
111
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$12.1M
|
-$180K
|
-538
|
-1%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
-$367K
|
-1,095
|
-3%
|
|
|
113
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$11.8M
|
+$3.02K
|
+9
|
+0%
|
|
|
114
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.8M
|
-$41.9K
|
-125
|
-0.3%
|
|
|
115
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$11.8M
|
-$11.4K
|
-34
|
-0.1%
|
|
|
116
|
Moneywise Inc
Forest,
Virginia
|
$11.7M
|
+$409K
|
+1,219
|
+3%
|
|
|
117
|
|
$11.7M
|
+$634K
|
+1,891
|
+5%
|
|
|
118
|
Creative Planning
Overland Park,
Kansas
|
$11.5M
|
+$39.6K
|
+118
|
+0.3%
|
|
|
119
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$441K
|
+1,314
|
+4%
|
|
|
120
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.3M
|
+$9.99M
|
+29,796
|
+509%
|
|
|
121
|
Allen Investment Management
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
122
|
BigSur Wealth Management
Miami,
Florida
|
$11.1M
|
–
|
–
|
–
|
|
|
123
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11M
|
-$86.8K
|
-259
|
-0.7%
|
|
|
124
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.8M
|
+$1.14M
|
+3,391
|
+11%
|
|
|
125
|
JVL Associates
Wyoming,
Michigan
|
$9.25M
|
–
|
–
|
–
|
|
