|
101
|
Capital Planning
Bellevue,
Washington
|
$11M
|
-$139K
|
-2,055
|
-1%
|
|
|
102
|
Stephens Inc
Little Rock,
Arkansas
|
$11M
|
-$112K
|
-1,665
|
-0.9%
|
|
|
103
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.9M
|
-$716K
|
-10,605
|
-6%
|
|
|
104
|
Focused Wealth Management
Newburgh,
New York
|
$10.9M
|
-$358K
|
-5,305
|
-3%
|
|
|
105
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.8M
|
+$11.8M
|
+175,065
|
New
|
|
|
106
|
Pacific Center for Financial Services
San Ramon,
California
|
$10.8M
|
-$373K
|
-5,530
|
-3%
|
|
|
107
|
SOL Capital Management
Rockville,
Maryland
|
$10.8M
|
+$623K
|
+9,235
|
+6%
|
|
|
108
|
Northeast Investment Management
Boston,
Massachusetts
|
$10.5M
|
+$96.8K
|
+1,435
|
+0.9%
|
|
|
109
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.2M
|
-$11.2M
|
-166,265
|
-50%
|
|
|
110
|
Atria Wealth Solutions
New York
|
$10.2M
|
-$3.02M
|
-44,795
|
-21%
|
|
|
111
|
Cascade Financial Partners
San Diego,
California
|
$10.1M
|
+$729K
|
+10,800
|
+7%
|
|
|
112
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$10M
|
–
|
–
|
–
|
|
|
113
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$9.99M
|
-$4.88M
|
-72,345
|
-31%
|
|
|
114
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$9.88M
|
+$147K
|
+2,185
|
+1%
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$9.86M
|
+$1.7M
|
+25,240
|
+19%
|
|
|
116
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.3M
|
-$3.66M
|
-54,300
|
-27%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$9.25M
|
+$1.26M
|
+18,735
|
+14%
|
|
|
118
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.21M
|
+$201K
|
+2,985
|
+2%
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$8.93M
|
-$242K
|
-3,580
|
-2%
|
|
|
120
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$8.89M
|
+$722K
|
+10,700
|
+8%
|
|
|
121
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.82M
|
-$4.11M
|
-60,925
|
-30%
|
|
|
122
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.59M
|
+$327K
|
+4,850
|
+4%
|
|
|
123
|
Clifford Group
Wayland,
Massachusetts
|
$8.36M
|
+$430K
|
+6,380
|
+5%
|
|
|
124
|
Cypress Wealth Services
Palm Desert,
California
|
$8.31M
|
-$220K
|
-3,260
|
-2%
|
|
|
125
|
William Blair & Company
Chicago,
Illinois
|
$8.27M
|
-$843K
|
-12,500
|
-9%
|
|
