|
101
|
Angeles Wealth Management
Santa Monica,
California
|
$13.4M
|
-$59.4K
|
-857
|
-0.4%
|
|
|
102
|
|
$13.3M
|
-$201K
|
-2,900
|
-2%
|
|
|
103
|
Finley Financial
Las Vegas,
Nevada
|
$12.9M
|
+$699K
|
+10,084
|
+6%
|
|
|
104
|
TD Capital Management
Memphis,
Tennessee
|
$12.8M
|
-$813K
|
-11,728
|
-6%
|
|
|
105
|
Lodestar Private Asset Management
Alamo,
California
|
$12.8M
|
+$963K
|
+13,894
|
+8%
|
|
|
106
|
Private Advisor Group
Morristown,
New Jersey
|
$12M
|
+$892K
|
+12,863
|
+8%
|
|
|
107
|
RFP Financial Group
Atlanta,
Georgia
|
$11.8M
|
+$205K
|
+2,962
|
+2%
|
|
|
108
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.7M
|
+$264K
|
+3,802
|
+2%
|
|
|
109
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$11.6M
|
-$320K
|
-4,618
|
-3%
|
|
|
110
|
Howland Capital Management
Boston,
Massachusetts
|
$11.6M
|
-$2.02M
|
-29,135
|
-15%
|
|
|
111
|
Forum Private Client Group
Fishers,
Indiana
|
$11.5M
|
+$54.5K
|
+786
|
+0.5%
|
|
|
112
|
Financial Designs
Claremont,
California
|
$11.3M
|
-$94.4K
|
-1,361
|
-0.8%
|
|
|
113
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.2M
|
+$489K
|
+7,055
|
+5%
|
|
|
114
|
Edge Financial Advisors
Wheaton,
Illinois
|
$11M
|
+$11M
|
+158,070
|
New
|
|
|
115
|
Verus Financial Partners
Richmond,
Virginia
|
$10.9M
|
-$773K
|
-11,153
|
-7%
|
|
|
116
|
KeyBank National Association
Cleveland,
Ohio
|
$10.8M
|
-$209K
|
-3,012
|
-2%
|
|
|
117
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$10.6M
|
-$763
|
-11
|
-0%
|
|
|
118
|
Bank of New York Mellon
New York
|
$10.5M
|
+$1.44M
|
+20,789
|
+16%
|
|
|
119
|
Forte Asset Management
Bedford,
New York
|
$10.4M
|
-$105K
|
-1,517
|
-1%
|
|
|
120
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$10.1M
|
-$154K
|
-2,220
|
-2%
|
|
|
121
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.1M
|
+$1.05M
|
+15,196
|
+12%
|
|
|
122
|
Catalyst Private Wealth
San Mateo,
California
|
$10.1M
|
+$6.39M
|
+92,097
|
+175%
|
|
|
123
|
Atria Wealth Solutions
New York
|
$10.1M
|
-$104K
|
-1,501
|
-1%
|
|
|
124
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.58M
|
-$4.7M
|
-67,804
|
-33%
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
$9.52M
|
+$138K
|
+1,983
|
+1%
|
|
