|
101
|
Trek Financial
Scottsdale,
Arizona
|
$19.7M
|
+$11.6M
|
+115,248
|
+144%
|
|
|
102
|
|
$19.6M
|
-$9M
|
-89,500
|
-31%
|
|
|
103
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.4M
|
+$2.18M
|
+21,727
|
+13%
|
|
|
104
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$19.4M
|
+$7.41M
|
+73,715
|
+62%
|
|
|
105
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
+$6.66M
|
+66,273
|
+56%
|
|
|
106
|
IFS Advisors
Overland Park,
Kansas
|
$18.4M
|
+$2.65M
|
+26,387
|
+17%
|
|
|
107
|
Selective Wealth Management
Forest,
Virginia
|
$18.4M
|
+$1.73M
|
+17,244
|
+10%
|
|
|
108
|
Kestra Advisory Services
Austin,
Texas
|
$18.3M
|
+$121K
|
+1,205
|
+0.7%
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$18.2M
|
+$6.85M
|
+68,191
|
+61%
|
|
|
110
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$18M
|
+$1.01M
|
+10,049
|
+6%
|
|
|
111
|
Atria Investments
Charlotte,
North Carolina
|
$18M
|
-$4.91M
|
-48,838
|
-21%
|
|
|
112
|
Private Advisor Group
Morristown,
New Jersey
|
$17.6M
|
+$6.73M
|
+66,934
|
+62%
|
|
|
113
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.3M
|
+$823K
|
+8,189
|
+5%
|
|
|
114
|
|
$17M
|
-$16.7M
|
-166,104
|
-50%
|
|
|
115
|
Spinnaker Trust
Portland,
Maine
|
$16.8M
|
+$125K
|
+1,240
|
+0.7%
|
|
|
116
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$16.6M
|
+$1.12M
|
+11,150
|
+7%
|
|
|
117
|
Avantax Advisory Services
Dallas,
Texas
|
$16.5M
|
+$1.52M
|
+15,152
|
+10%
|
|
|
118
|
MML Investors Services
Springfield,
Massachusetts
|
$16.1M
|
+$4.03M
|
+40,052
|
+33%
|
|
|
119
|
Strait & Sound Wealth Management
San Francisco,
California
|
$16.1M
|
-$754K
|
-7,498
|
-4%
|
|
|
120
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$16.1M
|
+$16.1M
|
+159,974
|
New
|
|
|
121
|
Orion Capital Management
Coronado,
California
|
$16M
|
+$1.99M
|
+19,781
|
+14%
|
|
|
122
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$16M
|
+$15.9M
|
+158,412
|
New
|
|
|
123
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$15.9M
|
+$807K
|
+8,027
|
+5%
|
|
|
124
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.6M
|
-$1.74M
|
-17,333
|
-10%
|
|
|
125
|
VitalStone Financial
Shavano Park,
Texas
|
$15.5M
|
-$828K
|
-8,234
|
-5%
|
|
