|
76
|
1900 Wealth Management
San Antonio,
Texas
|
$11M
|
-$4.9M
|
-47,139
|
-31%
|
|
|
77
|
Human Investing
Lake Oswego,
Oregon
|
$10.8M
|
+$10.7M
|
+103,163
|
New
|
|
|
78
|
Jordan Park Group
San Francisco,
California
|
$10.6M
|
+$1.38M
|
+13,239
|
+15%
|
|
|
79
|
WealthSource Partners
San Luis Obispo,
California
|
$10.2M
|
+$1.21M
|
+11,633
|
+14%
|
|
|
80
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.1M
|
-$11.2M
|
-107,491
|
-53%
|
|
|
81
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$10.1M
|
-$2.1M
|
-20,200
|
-17%
|
|
|
82
|
Helen Stephens Group
Fort Worth,
Texas
|
$9.69M
|
+$1.28M
|
+12,297
|
+15%
|
|
|
83
|
Empirical Wealth Management
Seattle,
Washington
|
$9.62M
|
+$9.19M
|
+88,310
|
+2,481%
|
|
|
84
|
Parkside Investments
Deerfield,
Illinois
|
$9.47M
|
+$4.68M
|
+45,000
|
+99%
|
|
|
85
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.45M
|
+$9.39M
|
+90,233
|
New
|
|
|
86
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$8.78M
|
+$6.77M
|
+65,096
|
+348%
|
|
|
87
|
Truist Financial
Charlotte,
North Carolina
|
$8.75M
|
-$1.02M
|
-9,818
|
-11%
|
|
|
88
|
Symmetry Partners
Glastonbury,
Connecticut
|
$8.73M
|
-$523K
|
-5,028
|
-6%
|
|
|
89
|
|
$8.59M
|
+$8.54M
|
+82,076
|
New
|
|
|
90
|
RMR Wealth Builders
Montclair,
New Jersey
|
$8.55M
|
+$2.25M
|
+21,644
|
+36%
|
|
|
91
|
Edge Capital Group
Atlanta,
Georgia
|
$8.5M
|
+$14.6M
|
+140,034
|
+5,760%
|
|
|
92
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$8.43M
|
+$6.39M
|
+61,449
|
+323%
|
|
|
93
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.41M
|
-$1.03M
|
-9,862
|
-11%
|
|
|
94
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.2M
|
-$617K
|
-5,926
|
-7%
|
|
|
95
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$8.17M
|
+$8.13M
|
+78,093
|
New
|
|
|
96
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.13M
|
+$2.39M
|
+22,932
|
+42%
|
|
|
97
|
Steward Partners Investment Advisory
New York
|
$7.95M
|
+$5.32M
|
+51,178
|
+206%
|
|
|
98
|
Alesco Advisors
Pittsford,
New York
|
$7.88M
|
-$390K
|
-3,750
|
-5%
|
|
|
99
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.84M
|
-$378K
|
-3,630
|
-5%
|
|
|
100
|
|
$7.78M
|
+$388K
|
+3,732
|
+5%
|
|
