|
101
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10.5M
|
+$1.35M
|
+19,955
|
+14%
|
|
|
102
|
St Louis Trust
Saint Louis,
Missouri
|
$10.4M
|
+$513K
|
+7,558
|
+5%
|
|
|
103
|
First Ascent Asset Management
Denver,
Colorado
|
$10.3M
|
-$2.06M
|
-30,296
|
-16%
|
|
|
104
|
Credential Qtrade Securities
Vancouver,
|
$10.3M
|
+$2.64M
|
+38,908
|
+33%
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
+$527K
|
+7,765
|
+5%
|
|
|
106
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10.1M
|
+$2.56M
|
+37,803
|
+33%
|
|
|
107
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9.74M
|
+$9.92M
|
+146,275
|
New
|
|
|
108
|
Bank of New York Mellon
New York
|
$9.73M
|
+$724K
|
+10,673
|
+8%
|
|
|
109
|
Agilis Partners
Waltham,
Massachusetts
|
$9.59M
|
+$112K
|
+1,654
|
+1%
|
|
|
110
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$9.5M
|
+$262K
|
+3,860
|
+3%
|
|
|
111
|
Kestra Advisory Services
Austin,
Texas
|
$9.4M
|
-$1.12M
|
-16,497
|
-10%
|
|
|
112
|
Cigna Investments
Bloomfield,
Connecticut
|
$9.21M
|
–
|
–
|
–
|
|
|
113
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$9.13M
|
+$360K
|
+5,311
|
+4%
|
|
|
114
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$9.08M
|
-$1.55M
|
-22,796
|
-14%
|
|
|
115
|
Park Avenue Securities
New York
|
$8.94M
|
+$1.6M
|
+23,581
|
+21%
|
|
|
116
|
Magnolia Wealth Management
Dothan,
Alabama
|
$8.81M
|
+$567K
|
+8,366
|
+7%
|
|
|
117
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.82M
|
+$147K
|
+2,163
|
+2%
|
|
|
118
|
RPG Investment Advisory
Pleasanton,
California
|
$7.46M
|
+$29.8K
|
+440
|
+0.4%
|
|
|
119
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.08M
|
+$1.76M
|
+25,955
|
+32%
|
|
|
120
|
Madison Asset Management
Madison,
Wisconsin
|
$7.03M
|
+$7.17M
|
+105,636
|
New
|
|
|
121
|
AE Wealth Management
Topeka,
Kansas
|
$6.96M
|
-$1.08M
|
-15,991
|
-13%
|
|
|
122
|
Madison Wealth Partners
Madison,
Wisconsin
|
$6.86M
|
-$487K
|
-7,182
|
-7%
|
|
|
123
|
|
$6.71M
|
+$93.1K
|
+1,372
|
+1%
|
|
|
124
|
FC Advisory
West Chester,
Pennsylvania
|
$6.53M
|
+$897K
|
+13,226
|
+16%
|
|
|
125
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$6.35M
|
+$700K
|
+10,318
|
+12%
|
|
