|
126
|
Global Retirement Partners
San Rafael,
California
|
$12.9M
|
-$238K
|
-2,988
|
-2%
|
|
|
127
|
Verus Financial Partners
Richmond,
Virginia
|
$12.7M
|
-$185K
|
-2,327
|
-1%
|
|
|
128
|
WealthCollab
Bellevue,
Washington
|
$11.7M
|
–
|
–
|
–
|
|
|
129
|
Edge Financial Advisors
Wheaton,
Illinois
|
$11.7M
|
-$968K
|
-12,175
|
-8%
|
|
|
130
|
Forte Asset Management
Bedford,
New York
|
$11.4M
|
-$495K
|
-6,223
|
-4%
|
|
|
131
|
Creative Planning
Overland Park,
Kansas
|
$10.9M
|
+$980K
|
+12,324
|
+10%
|
|
|
132
|
RFP Financial Group
Atlanta,
Georgia
|
$10.8M
|
-$146K
|
-1,836
|
-1%
|
|
|
133
|
Rockefeller Capital Management
New York
|
$10.6M
|
+$408K
|
+5,130
|
+4%
|
|
|
134
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$10.6M
|
+$196K
|
+2,468
|
+2%
|
|
|
135
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$10.4M
|
-$11.3K
|
-142
|
-0.1%
|
|
|
136
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.4M
|
-$866K
|
-10,891
|
-8%
|
|
|
137
|
United Capital Financial Advisors
Irving,
Texas
|
$10.4M
|
-$20K
|
-251
|
-0.2%
|
|
|
138
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$10.4M
|
+$129K
|
+1,624
|
+1%
|
|
|
139
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$10.3M
|
+$517K
|
+6,501
|
+5%
|
|
|
140
|
Gotham Asset Management
New York
|
$10.2M
|
–
|
–
|
–
|
|
|
141
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$10.2M
|
-$236K
|
-2,974
|
-2%
|
|
|
142
|
Atria Investments
Charlotte,
North Carolina
|
$10.1M
|
-$874K
|
-10,988
|
-8%
|
|
|
143
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$9.93M
|
+$130K
|
+1,631
|
+1%
|
|
|
144
|
Accredited Wealth Management
Louisville,
Kentucky
|
$9.9M
|
-$6.93M
|
-87,133
|
-78%
|
|
|
145
|
Fidelity Investments
Boston,
Massachusetts
|
$9.62M
|
+$1.85M
|
+23,303
|
+25%
|
|
|
146
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$9.33M
|
-$7.08K
|
-89
|
-0.1%
|
|
|
147
|
KFA Private Wealth Group
Tysons,
Virginia
|
$9.19M
|
+$279K
|
+3,505
|
+3%
|
|
|
148
|
Kestra Advisory Services
Austin,
Texas
|
$8.97M
|
-$67.7K
|
-851
|
-0.8%
|
|
|
149
|
Ascent Group
Virginia Beach,
Virginia
|
$8.96M
|
+$429K
|
+5,394
|
+5%
|
|
|
150
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$8.65M
|
+$843K
|
+10,603
|
+11%
|
|
