|
101
|
Lee Financial
Dallas,
Texas
|
$24.6M
|
-$579K
|
-7,098
|
-2%
|
|
|
102
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$24.5M
|
+$1.32M
|
+16,249
|
+6%
|
|
|
103
|
Huntington National Bank
Columbus,
Ohio
|
$24.1M
|
–
|
–
|
–
|
|
|
104
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$23.6M
|
–
|
–
|
–
|
|
|
105
|
Bienville Capital Management
New York
|
$23M
|
-$29.4M
|
-360,435
|
-56%
|
|
|
106
|
SouthState Corp
Winter Haven,
Florida
|
$22.4M
|
-$314K
|
-3,849
|
-1%
|
|
|
107
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$22.1M
|
-$12.7M
|
-155,561
|
-37%
|
|
|
108
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.9M
|
-$993K
|
-12,183
|
-4%
|
|
|
109
|
PFS Investments
Duluth,
Georgia
|
$21.6M
|
+$3.36M
|
+41,255
|
+19%
|
|
|
110
|
Cypress Capital
Franklin,
Tennessee
|
$21.4M
|
+$779K
|
+9,557
|
+4%
|
|
|
111
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$21.2M
|
+$11.3M
|
+138,593
|
+116%
|
|
|
112
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$20.9M
|
-$1.72M
|
-21,130
|
-8%
|
|
|
113
|
Main Management
San Francisco,
California
|
$20.9M
|
-$175K
|
-2,146
|
-0.8%
|
|
|
114
|
Client First Capital
San Diego,
California
|
$20.7M
|
+$2.67M
|
+32,767
|
+15%
|
|
|
115
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.7M
|
–
|
–
|
–
|
|
|
116
|
Retirement Capital Strategies
San Jose,
California
|
$20.7M
|
+$20.5M
|
+251,556
|
New
|
|
|
117
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$20.2M
|
+$2.57M
|
+31,482
|
+15%
|
|
|
118
|
Brio Consultants
San Francisco,
California
|
$19.2M
|
+$970K
|
+11,896
|
+5%
|
|
|
119
|
Strategic Equity Management
Tucson,
Arizona
|
$19.2M
|
-$21.1M
|
-258,595
|
-53%
|
|
|
120
|
CWA Asset Management Group
Naples,
Florida
|
$19.2M
|
+$18.2M
|
+223,029
|
+2,200%
|
|
|
121
|
Family Management
New York
|
$18.5M
|
-$8.1M
|
-99,379
|
-31%
|
|
|
122
|
Willis Johnson & Associates
Houston,
Texas
|
$18.5M
|
+$780K
|
+9,566
|
+4%
|
|
|
123
|
Pacific Wealth Management
San Diego,
California
|
$18.5M
|
+$1.03M
|
+12,663
|
+6%
|
|
|
124
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$18.4M
|
-$172K
|
-2,111
|
-0.9%
|
|
|
125
|
Mariner
Overland Park,
Kansas
|
$18.4M
|
+$1.3M
|
+15,961
|
+8%
|
|
