|
101
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.1M
|
+$142K
|
+626
|
+0.4%
|
|
|
102
|
MilWealth Group
Milwaukee,
Wisconsin
|
$39.8M
|
+$476K
|
+2,094
|
+1%
|
|
|
103
|
Parallel Advisors
San Francisco,
California
|
$39.7M
|
-$1.13M
|
-4,977
|
-3%
|
|
|
104
|
Rockefeller Capital Management
New York
|
$39.1M
|
+$3.52M
|
+15,488
|
+10%
|
|
|
105
|
SoFi Wealth
San Francisco,
California
|
$39.1M
|
+$2.72M
|
+11,959
|
+8%
|
|
|
106
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.9M
|
-$857K
|
-3,772
|
-2%
|
|
|
107
|
Davidson Investment Advisors
Great Falls,
Montana
|
$38.8M
|
-$7.38M
|
-32,457
|
-17%
|
|
|
108
|
Joel Isaacson & Co
New York
|
$37.3M
|
+$2.47M
|
+10,891
|
+7%
|
|
|
109
|
Choreo LLC
Rockford,
Illinois
|
$36.4M
|
+$1.05M
|
+4,613
|
+2%
|
|
|
110
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$36.3M
|
+$24.5K
|
+108
|
+0.1%
|
|
|
111
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$36.3M
|
-$112K
|
-495
|
-0.3%
|
|
|
112
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$35.7M
|
-$1.22M
|
-5,366
|
-3%
|
|
|
113
|
|
$35.4M
|
+$1.28M
|
+5,647
|
+4%
|
|
|
114
|
Center for Financial Planning
Southfied,
Michigan
|
$35.2M
|
+$641K
|
+2,822
|
+2%
|
|
|
115
|
Aufman Associates
Sewickley,
Pennsylvania
|
$35.1M
|
-$237K
|
-1,041
|
-0.7%
|
|
|
116
|
Atria Wealth Solutions
New York
|
$34.9M
|
+$2.81M
|
+12,361
|
+9%
|
|
|
117
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34.4M
|
-$1.49M
|
-6,571
|
-4%
|
|
|
118
|
AllianceBernstein
Nashville,
Tennessee
|
$34.4M
|
-$1.79M
|
-7,858
|
-5%
|
|
|
119
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$34M
|
+$384K
|
+1,691
|
+1%
|
|
|
120
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$33.9M
|
+$925K
|
+4,072
|
+3%
|
|
|
121
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$33.8M
|
-$545K
|
-2,400
|
-2%
|
|
|
122
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$33.6M
|
+$285K
|
+1,255
|
+0.9%
|
|
|
123
|
Wealthquest
Cincinnati,
Ohio
|
$33.5M
|
+$1.86M
|
+8,174
|
+6%
|
|
|
124
|
Chatham Capital Group
Savannah,
Georgia
|
$33.4M
|
+$773K
|
+3,403
|
+2%
|
|
|
125
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$33.3M
|
+$2.88M
|
+12,694
|
+10%
|
|
