|
101
|
Matthew Hamilton Rosenberg
|
$21.8M
|
+$814K
|
+16,229
|
+4%
|
|
|
102
|
Portside Wealth Group
Provo,
Utah
|
$21.8M
|
+$21.8M
|
+435,262
|
New
|
|
|
103
|
Franklin Resources
San Mateo,
California
|
$21.1M
|
-$3.99M
|
-79,429
|
-16%
|
|
|
104
|
Savant Capital
Rockford,
Illinois
|
$20.9M
|
+$19.5M
|
+388,591
|
+1,356%
|
|
|
105
|
John W. Brooker & Co
Oakland,
California
|
$20.9M
|
-$1.66M
|
-32,982
|
-7%
|
|
|
106
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$20.7M
|
+$1.95M
|
+38,800
|
+10%
|
|
|
107
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$20.6M
|
+$2.49M
|
+49,610
|
+14%
|
|
|
108
|
Certuity
North Palm Beach,
Florida
|
$20.4M
|
+$20.2M
|
+402,468
|
+8,538%
|
|
|
109
|
Evensky & Katz
Coral Gables,
Florida
|
$20.2M
|
-$382K
|
-7,610
|
-2%
|
|
|
110
|
CX Institutional
Auburn,
Indiana
|
$20.2M
|
-$530K
|
-10,566
|
-3%
|
|
|
111
|
AllianceBernstein
Nashville,
Tennessee
|
$20.2M
|
+$20.2M
|
+401,936
|
New
|
|
|
112
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$20M
|
-$2.14M
|
-42,544
|
-10%
|
|
|
113
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$19.9M
|
+$10.9K
|
+217
|
+0.1%
|
|
|
114
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.9M
|
+$19.9M
|
+396,947
|
New
|
|
|
115
|
Citadel Advisors
Miami,
Florida
|
$19.1M
|
+$19.2M
|
+381,926
|
New
|
|
|
116
|
KB Financial Partners
Princeton,
New Jersey
|
$19M
|
-$6.83K
|
-136
|
-0%
|
|
|
117
|
One Capital Management
Westlake Village,
California
|
$18.9M
|
-$6.71M
|
-133,757
|
-26%
|
|
|
118
|
Weatherly Asset Management
Del Mar,
California
|
$18.9M
|
+$249K
|
+4,959
|
+1%
|
|
|
119
|
Mills Wealth Advisors
Southlake,
Texas
|
$18.6M
|
+$2.06M
|
+41,118
|
+12%
|
|
|
120
|
Truist Financial
Charlotte,
North Carolina
|
$18.6M
|
-$6.17M
|
-122,864
|
-25%
|
|
|
121
|
Kestra Advisory Services
Austin,
Texas
|
$18.2M
|
-$5.41M
|
-107,749
|
-23%
|
|
|
122
|
Summit Wealth Partners
Orlando,
Florida
|
$18M
|
-$809K
|
-16,110
|
-4%
|
|
|
123
|
Thomasville National Bank
Thomasville,
Georgia
|
$18M
|
-$115K
|
-2,282
|
-0.6%
|
|
|
124
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17.8M
|
-$12.5M
|
-248,624
|
-41%
|
|
|
125
|
Albion Financial Group
Salt Lake City,
Utah
|
$17.7M
|
+$49.1K
|
+978
|
+0.3%
|
|
