|
101
|
Stephens Inc
Little Rock,
Arkansas
|
$14.1M
|
+$999K
|
+15,160
|
+9%
|
|
|
102
|
Northeast Investment Management
Boston,
Massachusetts
|
$13.5M
|
+$908K
|
+13,785
|
+8%
|
|
|
103
|
Bank of New York Mellon
New York
|
$13M
|
-$49.8K
|
-755
|
-0.4%
|
|
|
104
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.8M
|
-$22.7K
|
-345
|
-0.2%
|
|
|
105
|
Focused Wealth Management
Newburgh,
New York
|
$12.8M
|
-$89.3K
|
-1,355
|
-0.8%
|
|
|
106
|
Pacific Center for Financial Services
San Ramon,
California
|
$12.8M
|
-$42.8K
|
-650
|
-0.4%
|
|
|
107
|
Cascade Financial Partners
San Diego,
California
|
$12.7M
|
+$639K
|
+9,690
|
+6%
|
|
|
108
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.4M
|
+$316K
|
+4,790
|
+3%
|
|
|
109
|
Allspring Global Investments
Charlotte,
North Carolina
|
$12.3M
|
+$1.15M
|
+17,500
|
+12%
|
|
|
110
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.3M
|
-$918K
|
-13,930
|
-8%
|
|
|
111
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$11.9M
|
–
|
–
|
–
|
|
|
112
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.8M
|
+$789K
|
+11,980
|
+8%
|
|
|
113
|
Avantax Advisory Services
Dallas,
Texas
|
$11.8M
|
+$3.19M
|
+48,335
|
+43%
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$11.5M
|
+$444K
|
+6,740
|
+4%
|
|
|
115
|
Darwin Wealth Management
Tampa,
Florida
|
$11.5M
|
-$682K
|
-10,355
|
-6%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$11.2M
|
-$407K
|
-6,170
|
-4%
|
|
|
117
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$11.2M
|
-$460K
|
-6,980
|
-4%
|
|
|
118
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.9M
|
-$1.77M
|
-26,890
|
-15%
|
|
|
119
|
Private Advisor Group
Morristown,
New Jersey
|
$10.7M
|
+$1.19M
|
+18,035
|
+14%
|
|
|
120
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$10.7M
|
+$142K
|
+2,150
|
+1%
|
|
|
121
|
Trilogy Capital
Irvine,
California
|
$10.7M
|
+$9.39M
|
+142,460
|
+4,070%
|
|
|
122
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.6M
|
+$345K
|
+5,230
|
+4%
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$10.5M
|
+$594K
|
+9,010
|
+7%
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
-$168K
|
-2,545
|
-2%
|
|
|
125
|
J.W. Cole Advisors
Tampa,
Florida
|
$10.4M
|
+$2.13M
|
+32,250
|
+29%
|
|
