|
101
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.7M
|
+$3.96M
|
+26,109
|
+45%
|
|
|
102
|
HC Advisors
Sandy Springs,
Georgia
|
$14.1M
|
-$410K
|
-2,708
|
-3%
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$14.1M
|
-$28K
|
-185
|
-0.2%
|
|
|
104
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14M
|
-$589K
|
-3,886
|
-5%
|
|
|
105
|
SSI Investment Management
Los Angeles,
California
|
$13.8M
|
+$3.83M
|
+25,273
|
+47%
|
|
|
106
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$13.7M
|
+$1.18M
|
+7,792
|
+11%
|
|
|
107
|
One Wealth Advisors
San Francisco,
California
|
$13.5M
|
-$772K
|
-5,092
|
-6%
|
|
|
108
|
&Partners
Nashville,
Tennessee
|
$13.5M
|
+$3.5M
|
+23,057
|
+42%
|
|
|
109
|
Strategic Blueprint
Atlanta,
Georgia
|
$13.4M
|
-$323K
|
-2,134
|
-3%
|
|
|
110
|
Security Financial Services
Fort Wayne,
Indiana
|
$13.2M
|
-$384K
|
-2,536
|
-3%
|
|
|
111
|
West Wealth Group
Irvine,
California
|
$12.9M
|
-$783K
|
-5,168
|
-7%
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$12.8M
|
+$823K
|
+5,428
|
+8%
|
|
|
113
|
Farther Finance Advisors
San Francisco,
California
|
$12.7M
|
-$4.54M
|
-29,935
|
-29%
|
|
|
114
|
Guerra Advisors
Miami,
Florida
|
$12.5M
|
-$347K
|
-2,287
|
-3%
|
|
|
115
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.3M
|
+$5.76K
|
+38
|
+0.1%
|
|
|
116
|
Rollins Financial Advisors
New York City,
New York
|
$12M
|
+$375K
|
+2,474
|
+4%
|
|
|
117
|
Cahill Financial Advisors
Edina,
Minnesota
|
$12M
|
+$510K
|
+3,365
|
+5%
|
|
|
118
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11.7M
|
-$896K
|
-5,910
|
-8%
|
|
|
119
|
M&T Bank
Buffalo,
New York
|
$11.7M
|
+$4.43M
|
+29,218
|
+77%
|
|
|
120
|
Atria Wealth Solutions
New York
|
$11.6M
|
-$11.9M
|
-78,448
|
-54%
|
|
|
121
|
Huntington National Bank
Columbus,
Ohio
|
$11.5M
|
–
|
–
|
–
|
|
|
122
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$11.4M
|
+$9.93M
|
+65,526
|
New
|
|
|
123
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$11.3M
|
+$75.2K
|
+496
|
+0.8%
|
|
|
124
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$11.2M
|
-$4.66M
|
-30,713
|
-32%
|
|
|
125
|
Summit X LLC
Chesterfield,
Missouri
|
$10.8M
|
+$3M
|
+19,775
|
+46%
|
|
