|
126
|
Holt Capital Partners
Fort Worth,
Texas
|
$32.3M
|
-$171K
|
-853
|
-0.5%
|
|
|
127
|
Icon Wealth Advisors
Houston,
Texas
|
$32M
|
+$2.52M
|
+12,580
|
+9%
|
|
|
128
|
Symmetry Partners
Glastonbury,
Connecticut
|
$31.7M
|
+$2.01M
|
+10,051
|
+6%
|
|
|
129
|
Truist Financial
Charlotte,
North Carolina
|
$31.5M
|
+$1.28M
|
+6,389
|
+4%
|
|
|
130
|
CreativeOne Wealth
Overland Park,
Kansas
|
$31.4M
|
+$1.09M
|
+5,421
|
+3%
|
|
|
131
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$31M
|
+$22.7M
|
+113,494
|
+236%
|
|
|
132
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$30.7M
|
-$149K
|
-743
|
-0.5%
|
|
|
133
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$29.9M
|
-$735K
|
-3,665
|
-2%
|
|
|
134
|
Family Management
New York
|
$29.8M
|
-$1.39M
|
-6,944
|
-4%
|
|
|
135
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$29.5M
|
+$509K
|
+2,540
|
+2%
|
|
|
136
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$29.4M
|
-$2.92M
|
-14,577
|
-9%
|
|
|
137
|
Cambridge Associates
Boston,
Massachusetts
|
$29.4M
|
–
|
–
|
–
|
|
|
138
|
Centaurus Financial
Anaheim,
California
|
$29M
|
+$706K
|
+3,523
|
+2%
|
|
|
139
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$28.9M
|
+$759K
|
+3,785
|
+3%
|
|
|
140
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$28.6M
|
-$195K
|
-972
|
-0.6%
|
|
|
141
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$28.4M
|
-$7.2M
|
-35,906
|
-20%
|
|
|
142
|
Annandale Capital
Dallas,
Texas
|
$28.3M
|
+$6.68M
|
+33,327
|
+29%
|
|
|
143
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$28.2M
|
-$1.24M
|
-6,170
|
-4%
|
|
|
144
|
Parallel Advisors
San Francisco,
California
|
$28M
|
-$3.59M
|
-17,907
|
-11%
|
|
|
145
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$27.5M
|
+$1.94M
|
+9,666
|
+7%
|
|
|
146
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$27.4M
|
-$3.27M
|
-16,327
|
-10%
|
|
|
147
|
Liberty Wealth Management
Oakland,
California
|
$26.9M
|
-$3.87M
|
-19,323
|
-12%
|
|
|
148
|
BOK Financial Private Wealth
Denver,
Colorado
|
$26.8M
|
-$836K
|
-4,171
|
-3%
|
|
|
149
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$26.8M
|
+$33.1K
|
+165
|
+0.1%
|
|
|
150
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$26.5M
|
-$2.21M
|
-11,042
|
-7%
|
|
