|
101
|
Parallel Advisors
San Francisco,
California
|
$40.7M
|
+$305K
|
+1,418
|
+0.8%
|
|
|
102
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$40.4M
|
-$435K
|
-2,024
|
-1%
|
|
|
103
|
Park Avenue Securities
New York
|
$39.6M
|
+$3.44M
|
+15,991
|
+10%
|
|
|
104
|
|
$39.5M
|
+$318K
|
+1,477
|
+0.9%
|
|
|
105
|
MilWealth Group
Milwaukee,
Wisconsin
|
$37.6M
|
-$234K
|
-1,089
|
-0.7%
|
|
|
106
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$37.6M
|
+$4.39M
|
+20,419
|
+14%
|
|
|
107
|
Clearstead Advisors
Cleveland,
Ohio
|
$37M
|
+$1.05M
|
+4,865
|
+3%
|
|
|
108
|
Citizens Financial Group
Providence,
Rhode Island
|
$36.8M
|
-$23.4K
|
-109
|
-0.1%
|
|
|
109
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$36.2M
|
-$625K
|
-2,904
|
-2%
|
|
|
110
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$35.3M
|
-$106K
|
-492
|
-0.3%
|
|
|
111
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$34.9M
|
-$5.92M
|
-27,528
|
-15%
|
|
|
112
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$34.4M
|
+$167K
|
+775
|
+0.5%
|
|
|
113
|
AllianceBernstein
Nashville,
Tennessee
|
$34.4M
|
-$11.2K
|
-52
|
-0%
|
|
|
114
|
Aufman Associates
Sewickley,
Pennsylvania
|
$34.2M
|
+$161K
|
+747
|
+0.5%
|
|
|
115
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.1M
|
-$20.9M
|
-96,987
|
-39%
|
|
|
116
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$33.8M
|
-$2.11M
|
-9,794
|
-6%
|
|
|
117
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$32.9M
|
+$1.02M
|
+4,733
|
+3%
|
|
|
118
|
Choreo LLC
Rockford,
Illinois
|
$32.8M
|
-$936K
|
-4,350
|
-3%
|
|
|
119
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$32.6M
|
-$53.3K
|
-248
|
-0.2%
|
|
|
120
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$32.5M
|
-$24M
|
-111,519
|
-44%
|
|
|
121
|
Joel Isaacson & Co
New York
|
$32.4M
|
+$1.88M
|
+8,725
|
+7%
|
|
|
122
|
Center for Financial Planning
Southfied,
Michigan
|
$32.2M
|
+$1.96M
|
+9,113
|
+7%
|
|
|
123
|
Rockefeller Capital Management
New York
|
$32M
|
+$3.5M
|
+16,251
|
+13%
|
|
|
124
|
|
$32M
|
+$1.02M
|
+4,741
|
+4%
|
|
|
125
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$31.9M
|
+$28.4M
|
+132,013
|
+1,704%
|
|
