|
101
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$37.7M
|
+$1.82M
|
+8,285
|
+5%
|
|
|
102
|
Parallel Advisors
San Francisco,
California
|
$37.5M
|
-$1.27M
|
-5,779
|
-3%
|
|
|
103
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.6M
|
+$4.08M
|
+18,571
|
+12%
|
|
|
104
|
MilWealth Group
Milwaukee,
Wisconsin
|
$36.1M
|
+$215K
|
+978
|
+0.6%
|
|
|
105
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$34M
|
+$349K
|
+1,589
|
+1%
|
|
|
106
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$33.4M
|
+$134K
|
+609
|
+0.4%
|
|
|
107
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$33.4M
|
+$509K
|
+2,320
|
+2%
|
|
|
108
|
SoFi Wealth
San Francisco,
California
|
$33.3M
|
+$3.38M
|
+15,384
|
+11%
|
|
|
109
|
AllianceBernstein
Nashville,
Tennessee
|
$33.3M
|
+$467K
|
+2,125
|
+1%
|
|
|
110
|
Choreo LLC
Rockford,
Illinois
|
$33.2M
|
+$19.7M
|
+89,673
|
+63%
|
|
|
111
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$33M
|
-$1.52M
|
-6,919
|
-4%
|
|
|
112
|
Rockefeller Capital Management
New York
|
$32.6M
|
+$2.04M
|
+9,301
|
+7%
|
|
|
113
|
Aufman Associates
Sewickley,
Pennsylvania
|
$32.5M
|
-$64.3K
|
-293
|
-0.2%
|
|
|
114
|
Grimes & Company
Westborough,
Massachusetts
|
$32.4M
|
+$21.8M
|
+99,462
|
+203%
|
|
|
115
|
BNP Paribas Financial Markets
Paris,
France
|
$32M
|
+$32.1M
|
+146,350
|
+30,617%
|
|
|
116
|
Joel Isaacson & Co
New York
|
$31.9M
|
+$997K
|
+4,540
|
+3%
|
|
|
117
|
Center for Financial Planning
Southfied,
Michigan
|
$31.8M
|
+$1.06M
|
+4,833
|
+3%
|
|
|
118
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$31.6M
|
-$628K
|
-2,859
|
-2%
|
|
|
119
|
|
$31.3M
|
+$791K
|
+3,604
|
+3%
|
|
|
120
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$30.8M
|
+$371K
|
+1,690
|
+1%
|
|
|
121
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$30.6M
|
-$792K
|
-3,605
|
-3%
|
|
|
122
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.4M
|
+$2.88M
|
+13,102
|
+10%
|
|
|
123
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$30.3M
|
-$856K
|
-3,898
|
-3%
|
|
|
124
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$30.2M
|
+$30.4M
|
+138,622
|
New
|
|
|
125
|
Chatham Capital Group
Savannah,
Georgia
|
$30M
|
+$979K
|
+4,458
|
+3%
|
|
