|
101
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$21.8M
|
+$5.14M
|
+62,566
|
+31%
|
|
|
102
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$21.5M
|
–
|
–
|
–
|
|
|
103
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$21.4M
|
+$1.4M
|
+17,032
|
+7%
|
|
|
104
|
CVS Health
Woonsocket,
Rhode Island
|
$21.2M
|
+$2.06M
|
+25,000
|
+11%
|
|
|
105
|
Ascent Group
Virginia Beach,
Virginia
|
$21M
|
+$1.71M
|
+20,745
|
+9%
|
|
|
106
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21M
|
-$3.41M
|
-41,517
|
-14%
|
|
|
107
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$20.9M
|
+$11.5M
|
+140,215
|
+122%
|
|
|
108
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$20.7M
|
+$55.1K
|
+670
|
+0.3%
|
|
|
109
|
Ballast Inc
Lexington,
Kentucky
|
$20.2M
|
+$2.01M
|
+24,410
|
+11%
|
|
|
110
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$20.1M
|
+$20.1M
|
+244,221
|
New
|
|
|
111
|
Procyon Advisors
Shelton,
Connecticut
|
$19.8M
|
-$38.8K
|
-472
|
-0.2%
|
|
|
112
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$19.7M
|
+$779K
|
+9,478
|
+4%
|
|
|
113
|
Elevate Capital Advisors
Eagle,
Colorado
|
$19.3M
|
+$4.76M
|
+57,842
|
+33%
|
|
|
114
|
Victory Capital Management
San Antonio,
Texas
|
$19M
|
+$19M
|
+231,566
|
New
|
|
|
115
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$18.8M
|
+$6.13M
|
+74,568
|
+48%
|
|
|
116
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$18.7M
|
+$2.3M
|
+28,018
|
+14%
|
|
|
117
|
Portfolio Design Labs
Encino,
California
|
$18.6M
|
+$1.65M
|
+20,064
|
+10%
|
|
|
118
|
Sollinda Capital Management
Miami,
Florida
|
$18.5M
|
+$18.3M
|
+222,388
|
+6,768%
|
|
|
119
|
NFP Retirement Inc
Aliso Viejo,
California
|
$18.5M
|
+$1.09M
|
+13,310
|
+6%
|
|
|
120
|
HSBC Holdings
London,
United Kingdom
|
$18.4M
|
+$731K
|
+8,888
|
+5%
|
|
|
121
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18.3M
|
-$426K
|
-5,178
|
-2%
|
|
|
122
|
MBL Wealth
Charlotte,
North Carolina
|
$17.5M
|
+$525K
|
+6,390
|
+3%
|
|
|
123
|
Acorns Advisers
Irvine,
California
|
$17.5M
|
+$976K
|
+11,868
|
+6%
|
|
|
124
|
Insight 2811 Inc
Chicago,
Illinois
|
$17.3M
|
-$53.8K
|
-654
|
-0.3%
|
|
|
125
|
Montag & Associates
Atlanta,
Georgia
|
$17.2M
|
+$835K
|
+10,159
|
+5%
|
|
