|
101
|
Marshall Wace
London,
United Kingdom
|
$9.63M
|
+$9.14M
|
+58,928
|
New
|
|
|
102
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$9.34M
|
+$1.46M
|
+9,387
|
+20%
|
|
|
103
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$9.08M
|
+$1.78M
|
+11,489
|
+26%
|
|
|
104
|
Colorado Capital Management
Boulder,
Colorado
|
$8.89M
|
+$696K
|
+4,488
|
+9%
|
|
|
105
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$8.39M
|
+$7.96M
|
+51,314
|
New
|
|
|
106
|
Fiduciary Alliance
Greenville,
South Carolina
|
$8.19M
|
-$91.2K
|
-588
|
-1%
|
|
|
107
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.94M
|
-$97K
|
-625
|
-1%
|
|
|
108
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.86M
|
+$5.85M
|
+37,688
|
+363%
|
|
|
109
|
Waystone Advisors
Redmond,
Washington
|
$6.99M
|
+$412K
|
+2,657
|
+7%
|
|
|
110
|
TFB Advisors
Overland Park,
Kansas
|
$6.89M
|
-$37.7K
|
-243
|
-0.6%
|
|
|
111
|
Veridan Wealth
West Linn,
Oregon
|
$6.89M
|
-$85.9K
|
-554
|
-1%
|
|
|
112
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.81M
|
-$425K
|
-2,738
|
-6%
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
$6.66M
|
+$122K
|
+784
|
+2%
|
|
|
114
|
Resolute Advisors
San Francisco,
California
|
$6.61M
|
+$23.4K
|
+151
|
+0.4%
|
|
|
115
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$6.51M
|
+$1.77M
|
+11,427
|
+40%
|
|
|
116
|
Centaurus Financial
Anaheim,
California
|
$6.46M
|
+$141K
|
+911
|
+2%
|
|
|
117
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.41M
|
-$245K
|
-1,581
|
-4%
|
|
|
118
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$6.18M
|
+$112K
|
+721
|
+2%
|
|
|
119
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$6.14M
|
+$74.6K
|
+481
|
+1%
|
|
|
120
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.91M
|
-$17.8K
|
-115
|
-0.3%
|
|
|
121
|
Calton & Associates
Tampa,
Florida
|
$5.9M
|
+$289K
|
+1,865
|
+5%
|
|
|
122
|
Diversify Wealth Management
Sandy,
Utah
|
$5.86M
|
+$490K
|
+3,160
|
+10%
|
|
|
123
|
Diversify Advisory Services
Sandy,
Utah
|
$5.86M
|
+$5.52M
|
+35,591
|
New
|
|
|
124
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.82M
|
-$1.22M
|
-7,870
|
-18%
|
|
|
125
|
Royal Fund Management
Lady Lake,
Florida
|
$5.74M
|
+$5.44M
|
+35,093
|
New
|
|
