|
101
|
Fidelity Investments
Boston,
Massachusetts
|
$15.1M
|
+$959K
|
+12,205
|
+6%
|
|
|
102
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$14.6M
|
+$5.59M
|
+71,225
|
+56%
|
|
|
103
|
NWF Advisory Services
Los Angeles,
California
|
$14.5M
|
+$241K
|
+3,065
|
+2%
|
|
|
104
|
Univest Financial
Souderton,
Pennsylvania
|
$14.4M
|
+$12M
|
+152,370
|
+344%
|
|
|
105
|
Stephens Inc
Little Rock,
Arkansas
|
$13.8M
|
+$680K
|
+8,660
|
+5%
|
|
|
106
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13.8M
|
+$998K
|
+12,700
|
+7%
|
|
|
107
|
Cascade Financial Partners
San Diego,
California
|
$13.5M
|
-$258K
|
-3,285
|
-2%
|
|
|
108
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.3M
|
-$813K
|
-10,345
|
-5%
|
|
|
109
|
Focused Wealth Management
Newburgh,
New York
|
$12.6M
|
-$129K
|
-1,645
|
-1%
|
|
|
110
|
Pacific Center for Financial Services
San Ramon,
California
|
$12.5M
|
-$313K
|
-3,990
|
-2%
|
|
|
111
|
Axxcess Wealth Management
Carlsbad,
California
|
$12.3M
|
-$494K
|
-6,285
|
-4%
|
|
|
112
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$12.2M
|
+$1.33M
|
+16,925
|
+11%
|
|
|
113
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.1M
|
-$63.6K
|
-810
|
-0.5%
|
|
|
114
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$12M
|
+$331K
|
+4,215
|
+3%
|
|
|
115
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$11.9M
|
–
|
–
|
–
|
|
|
116
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$11.9M
|
-$99K
|
-1,260
|
-0.8%
|
|
|
117
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.7M
|
+$1.85M
|
+23,540
|
+15%
|
|
|
118
|
Stratos Investment Management
Beachwood,
Ohio
|
$11.6M
|
-$7.54M
|
-95,985
|
-38%
|
|
|
119
|
Bank of New York Mellon
New York
|
$11.4M
|
+$149K
|
+1,895
|
+1%
|
|
|
120
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$11.3M
|
+$87.2K
|
+1,110
|
+0.7%
|
|
|
121
|
AllStreet Capital Advisors
Los Angeles,
California
|
$10.9M
|
-$65.2K
|
-830
|
-0.6%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$10.8M
|
+$755K
|
+9,610
|
+7%
|
|
|
123
|
Clifford Group
Wayland,
Massachusetts
|
$10.7M
|
+$492K
|
+6,260
|
+4%
|
|
|
124
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$10.7M
|
+$523K
|
+6,655
|
+5%
|
|
|
125
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
+$474K
|
+6,040
|
+4%
|
|
