|
101
|
Atria Wealth Solutions
New York
|
$19.3M
|
-$1.63M
|
-30,816
|
-8%
|
|
|
102
|
Arden Trust
Wilmington,
Delaware
|
$19M
|
+$18.2M
|
+343,270
|
New
|
|
|
103
|
M&T Bank
Buffalo,
New York
|
$19M
|
-$375K
|
-7,079
|
-2%
|
|
|
104
|
Oak Harvest Investment Services
Houston,
Texas
|
$18.9M
|
-$1.97M
|
-37,115
|
-10%
|
|
|
105
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$18.7M
|
+$2.45M
|
+46,193
|
+16%
|
|
|
106
|
Destiny Capital
Golden,
Colorado
|
$17.3M
|
+$361K
|
+6,820
|
+2%
|
|
|
107
|
PFG Private Wealth Management
Lutz,
Florida
|
$17.1M
|
+$3.82M
|
+72,063
|
+30%
|
|
|
108
|
Quest Investment Management
Lake Oswego,
Oregon
|
$16.5M
|
+$15.8M
|
+298,713
|
New
|
|
|
109
|
Ackerman Capital Advisors
Dallas,
Texas
|
$16.4M
|
-$670K
|
-12,659
|
-4%
|
|
|
110
|
Convergence Financial
Columbia,
Missouri
|
$16.3M
|
+$1.11M
|
+20,978
|
+8%
|
|
|
111
|
Concord Wealth Partners
Abingdon,
Virginia
|
$16.2M
|
-$25.4K
|
-479
|
-0.2%
|
|
|
112
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.2M
|
-$2.4M
|
-45,331
|
-13%
|
|
|
113
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.7M
|
+$410K
|
+7,746
|
+3%
|
|
|
114
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$15.5M
|
-$3.34K
|
-63
|
-0%
|
|
|
115
|
Courier Capital
Buffalo,
New York
|
$15.4M
|
+$2.32M
|
+43,807
|
+19%
|
|
|
116
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$15.3M
|
-$145K
|
-2,744
|
-1%
|
|
|
117
|
Choice Wealth Advisors
Waterville,
Maine
|
$15M
|
+$349K
|
+6,584
|
+2%
|
|
|
118
|
ICA Group Wealth Management
Denver,
Colorado
|
$14.9M
|
+$5.32M
|
+100,559
|
+60%
|
|
|
119
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.4M
|
+$390K
|
+7,374
|
+3%
|
|
|
120
|
Diligent Investors
Redlands,
California
|
$14.1M
|
+$73.4K
|
+1,386
|
+0.5%
|
|
|
121
|
CCG Wealth Management
San Diego,
California
|
$14M
|
-$30.5K
|
-576
|
-0.2%
|
|
|
122
|
Executive Wealth Management
Brighton,
Michigan
|
$13.8M
|
-$9.56M
|
-180,548
|
-42%
|
|
|
123
|
Verus Capital Partners
Scottsdale,
Arizona
|
$13.6M
|
+$550K
|
+10,382
|
+4%
|
|
|
124
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$13.5M
|
+$1.75M
|
+33,091
|
+16%
|
|
|
125
|
Kestra Advisory Services
Austin,
Texas
|
$13.4M
|
-$15.1M
|
-285,194
|
-54%
|
|
