|
101
|
Focused Wealth Management
Newburgh,
New York
|
$11.6M
|
-$103K
|
-1,760
|
-0.9%
|
|
|
102
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.5M
|
-$533K
|
-9,135
|
-5%
|
|
|
103
|
Stephens Inc
Little Rock,
Arkansas
|
$11.5M
|
-$505K
|
-8,660
|
-5%
|
|
|
104
|
Pacific Center for Financial Services
San Ramon,
California
|
$11.5M
|
-$125K
|
-2,135
|
-1%
|
|
|
105
|
NWF Advisory Services
Los Angeles,
California
|
$11.3M
|
+$690K
|
+11,830
|
+7%
|
|
|
106
|
WealthShield Partners
Cary,
North Carolina
|
$11.2M
|
+$2.15M
|
+36,895
|
+26%
|
|
|
107
|
Capital Planning
Bellevue,
Washington
|
$11.2M
|
+$1.73M
|
+29,730
|
+20%
|
|
|
108
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.9M
|
+$543K
|
+9,300
|
+6%
|
|
|
109
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$10.9M
|
-$238K
|
-4,085
|
-2%
|
|
|
110
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$10.8M
|
+$39.4K
|
+675
|
+0.4%
|
|
|
111
|
Atria Wealth Solutions
New York
|
$10.4M
|
-$403K
|
-6,910
|
-4%
|
|
|
112
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$10.3M
|
-$686K
|
-11,750
|
-7%
|
|
|
113
|
SOL Capital Management
Rockville,
Maryland
|
$9.91M
|
-$23.3K
|
-400
|
-0.3%
|
|
|
114
|
Elevation Capital Advisory
Bend,
Oregon
|
$9.9M
|
+$9.19M
|
+157,580
|
New
|
|
|
115
|
Cypress Wealth Services
Palm Desert,
California
|
$9.52M
|
-$196K
|
-3,360
|
-2%
|
|
|
116
|
Northeast Investment Management
Boston,
Massachusetts
|
$9.49M
|
+$3.02M
|
+51,800
|
+52%
|
|
|
117
|
Cascade Financial Partners
San Diego,
California
|
$9.2M
|
+$69.1K
|
+1,185
|
+0.8%
|
|
|
118
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$9.05M
|
+$252K
|
+4,325
|
+3%
|
|
|
119
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.01M
|
+$583
|
+10
|
+0%
|
|
|
120
|
Valicenti Advisory Services
Elmira,
New York
|
$9.01M
|
-$298K
|
-5,110
|
-3%
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$8.97M
|
-$266K
|
-4,560
|
-3%
|
|
|
122
|
Empirical Wealth Management
Seattle,
Washington
|
$8.7M
|
+$397K
|
+6,805
|
+5%
|
|
|
123
|
Clifford Group
Wayland,
Massachusetts
|
$8.57M
|
+$3.95M
|
+67,710
|
+99%
|
|
|
124
|
AE Wealth Management
Topeka,
Kansas
|
$8.46M
|
-$3.69M
|
-63,300
|
-32%
|
|
|
125
|
Choreo LLC
Rockford,
Illinois
|
$8.41M
|
+$1.94M
|
+33,195
|
+33%
|
|
