|
101
|
TSA Wealth Management
Houston,
Texas
|
$13.2M
|
-$9.33M
|
-27,826
|
-40%
|
|
|
102
|
First National Bank of Omaha
Omaha,
Nebraska
|
$13.2M
|
-$293K
|
-875
|
-2%
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$13.1M
|
-$12.8M
|
-38,282
|
-48%
|
|
|
104
|
Vicus Capital
State College,
Pennsylvania
|
$12.8M
|
-$25.9M
|
-77,300
|
-66%
|
|
|
105
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$12.5M
|
-$78.3M
|
-233,629
|
-86%
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$12.3M
|
-$15.7M
|
-46,800
|
-54%
|
|
|
107
|
Affinity Capital Advisors
Berkeley,
California
|
$12.3M
|
-$3.52M
|
-10,496
|
-21%
|
|
|
108
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$12.2M
|
-$11.7M
|
-35,038
|
-48%
|
|
|
109
|
Bank of New York Mellon
New York
|
$12.1M
|
-$170M
|
-507,579
|
-93%
|
|
|
110
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12M
|
+$12.2M
|
+36,360
|
+2,717%
|
|
|
111
|
Continuum Advisory
Eagle,
Idaho
|
$12M
|
-$418K
|
-1,248
|
-3%
|
|
|
112
|
Park Avenue Securities
New York
|
$12M
|
-$325M
|
-969,733
|
-96%
|
|
|
113
|
Equitable Holdings
New York
|
$11.5M
|
-$6.29M
|
-18,758
|
-36%
|
|
|
114
|
XTX Topco
George Town,
Cayman Islands
|
$11.5M
|
+$12.1M
|
+36,047
|
New
|
|
|
115
|
Fiduciary Planning
Englewood,
Florida
|
$11.1M
|
+$508K
|
+1,515
|
+5%
|
|
|
116
|
One Capital Management
Westlake Village,
California
|
$10.9M
|
-$11.3M
|
-33,680
|
-50%
|
|
|
117
|
EP Wealth Advisors
Torrance,
California
|
$10.4M
|
-$128K
|
-382
|
-1%
|
|
|
118
|
Segment Wealth Management
Houston,
Texas
|
$10.3M
|
-$119K
|
-354
|
-1%
|
|
|
119
|
Prospera Financial Services
Dallas,
Texas
|
$10.2M
|
+$956K
|
+2,852
|
+10%
|
|
|
120
|
Private Advisor Group
Morristown,
New Jersey
|
$10.2M
|
-$13.5M
|
-40,219
|
-56%
|
|
|
121
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.1M
|
+$169K
|
+505
|
+2%
|
|
|
122
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.1M
|
-$2.85M
|
-8,510
|
-21%
|
|
|
123
|
Quantum Financial Advisors
El Segundo,
California
|
$10M
|
+$15.8M
|
+47,162
|
+13%
|
|
|
124
|
Kilter Group
Rhinebeck,
New York
|
$9.77M
|
-$1.87M
|
-5,577
|
-15%
|
|
|
125
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.63M
|
-$26.4M
|
-78,824
|
-72%
|
|
