|
76
|
SoundView Advisors
Olympia,
Washington
|
$19.4M
|
+$1.85M
|
+17,995
|
+11%
|
|
|
77
|
Parcion Private Wealth
Bellevue,
Washington
|
$19M
|
+$212K
|
+2,065
|
+1%
|
|
|
78
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$18.9M
|
+$257K
|
+2,503
|
+1%
|
|
|
79
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$18.8M
|
-$154K
|
-1,500
|
-0.8%
|
|
|
80
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.5M
|
+$17.4M
|
+169,221
|
+1,556%
|
|
|
81
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.2M
|
+$1.15M
|
+11,239
|
+7%
|
|
|
82
|
Portland Global Advisors
Portland,
Maine
|
$18M
|
-$785K
|
-7,651
|
-4%
|
|
|
83
|
Empirical Wealth Management
Seattle,
Washington
|
$17.9M
|
-$1.73M
|
-16,825
|
-9%
|
|
|
84
|
Creative Planning
Overland Park,
Kansas
|
$17.6M
|
-$1.08M
|
-10,485
|
-6%
|
|
|
85
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.3M
|
-$17.3M
|
-169,028
|
-50%
|
|
|
86
|
Walker Financial Services
Bowling Green,
Kentucky
|
$17.3M
|
+$1.18M
|
+11,507
|
+7%
|
|
|
87
|
Ancora Advisors
Cleveland,
Ohio
|
$17.1M
|
-$34.8K
|
-339
|
-0.2%
|
|
|
88
|
DDFG Inc
Thousand Oaks,
California
|
$17M
|
+$16.9M
|
+165,179
|
New
|
|
|
89
|
Kestra Investment Management
Austin,
Texas
|
$16.9M
|
+$16.8M
|
+163,757
|
New
|
|
|
90
|
Financial Gravity Companies
Lakeway,
Texas
|
$16.7M
|
+$16.7M
|
+162,378
|
New
|
|
|
91
|
KWMG LLC
Overland Park,
Kansas
|
$16.5M
|
+$5.03K
|
+49
|
+0%
|
|
|
92
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$16.3M
|
+$82.2K
|
+801
|
+0.5%
|
|
|
93
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16M
|
+$4.35M
|
+42,424
|
+38%
|
|
|
94
|
Park Avenue Securities
New York
|
$15.8M
|
+$14.1M
|
+136,970
|
+824%
|
|
|
95
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.5M
|
+$14.8M
|
+144,120
|
+2,318%
|
|
|
96
|
The Family Firm
Bethesda,
Maryland
|
$15.3M
|
+$203K
|
+1,982
|
+1%
|
|
|
97
|
First National Trust
Hermitage,
Pennsylvania
|
$15M
|
+$2.35M
|
+22,923
|
+19%
|
|
|
98
|
Corient Private Wealth
Miami,
Florida
|
$14.8M
|
-$1.85M
|
-18,057
|
-11%
|
|
|
99
|
Truist Financial
Charlotte,
North Carolina
|
$14.2M
|
+$5.2M
|
+50,672
|
+58%
|
|
|
100
|
|
$14.1M
|
–
|
–
|
–
|
|
