|
101
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$13.2M
|
+$364K
|
+5,835
|
+3%
|
|
|
102
|
WealthShield Partners
Cary,
North Carolina
|
$12.7M
|
+$1.21M
|
+19,475
|
+11%
|
|
|
103
|
NWF Advisory Services
Los Angeles,
California
|
$12M
|
+$410K
|
+6,575
|
+4%
|
|
|
104
|
Bank of New York Mellon
New York
|
$12M
|
-$243K
|
-3,900
|
-2%
|
|
|
105
|
Focused Wealth Management
Newburgh,
New York
|
$11.8M
|
-$108K
|
-1,730
|
-0.9%
|
|
|
106
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.8M
|
-$35.6K
|
-570
|
-0.3%
|
|
|
107
|
Pacific Center for Financial Services
San Ramon,
California
|
$11.8M
|
-$9.36K
|
-150
|
-0.1%
|
|
|
108
|
POM Investment Strategies
Raleigh,
North Carolina
|
$11.7M
|
-$2.9M
|
-46,490
|
-20%
|
|
|
109
|
Stephens Inc
Little Rock,
Arkansas
|
$11.7M
|
-$87.6K
|
-1,405
|
-0.8%
|
|
|
110
|
Empirical Wealth Management
Seattle,
Washington
|
$11.6M
|
+$2.64M
|
+42,310
|
+31%
|
|
|
111
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.6M
|
+$358K
|
+5,745
|
+3%
|
|
|
112
|
Capital Planning
Bellevue,
Washington
|
$11.5M
|
+$31.8K
|
+510
|
+0.3%
|
|
|
113
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$11M
|
-$105K
|
-1,685
|
-1%
|
|
|
114
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$10.6M
|
–
|
–
|
–
|
|
|
115
|
Ferguson Shapiro
Decatur,
Georgia
|
$10.4M
|
+$10.1M
|
+161,600
|
New
|
|
|
116
|
SOL Capital Management
Rockville,
Maryland
|
$10.4M
|
+$229K
|
+3,675
|
+2%
|
|
|
117
|
Northeast Investment Management
Boston,
Massachusetts
|
$10.3M
|
+$594K
|
+9,525
|
+6%
|
|
|
118
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$10.3M
|
-$898K
|
-14,390
|
-8%
|
|
|
119
|
Atria Wealth Solutions
New York
|
$10.2M
|
-$403K
|
-6,465
|
-4%
|
|
|
120
|
Cascade Financial Partners
San Diego,
California
|
$9.83M
|
+$167K
|
+2,675
|
+2%
|
|
|
121
|
Private Advisor Group
Morristown,
New Jersey
|
$9.73M
|
+$2.09M
|
+33,505
|
+28%
|
|
|
122
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$9.61M
|
+$332K
|
+5,325
|
+4%
|
|
|
123
|
Cypress Wealth Services
Palm Desert,
California
|
$9.27M
|
-$474K
|
-7,595
|
-5%
|
|
|
124
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.14M
|
-$87K
|
-1,395
|
-1%
|
|
|
125
|
Apriem Advisors
Irvine,
California
|
$8.99M
|
+$3.74M
|
+59,970
|
+75%
|
|
