|
101
|
Joel Isaacson & Co
New York
|
$43.6M
|
+$6.04M
|
+24,549
|
+16%
|
|
|
102
|
CX Institutional
Auburn,
Indiana
|
$43.2M
|
+$13.1M
|
+53,037
|
+42%
|
|
|
103
|
NewEdge Advisors
New Orleans,
Louisiana
|
$42.4M
|
+$3.08M
|
+12,524
|
+8%
|
|
|
104
|
Central Trust Company
Jefferson City,
Missouri
|
$41.9M
|
-$445K
|
-1,810
|
-1%
|
|
|
105
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$41.9M
|
-$231K
|
-937
|
-0.5%
|
|
|
106
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.7M
|
+$3.2K
|
+13
|
+0%
|
|
|
107
|
Choreo LLC
Rockford,
Illinois
|
$41.5M
|
+$6.41M
|
+26,056
|
+11%
|
|
|
108
|
SoFi Wealth
San Francisco,
California
|
$41.4M
|
+$1.91M
|
+7,771
|
+5%
|
|
|
109
|
Garde Capital
Seattle,
Washington
|
$41.3M
|
-$915K
|
-3,717
|
-2%
|
|
|
110
|
Parallel Advisors
San Francisco,
California
|
$40.3M
|
+$88.8K
|
+361
|
+0.2%
|
|
|
111
|
MilWealth Group
Milwaukee,
Wisconsin
|
$39.7M
|
-$582K
|
-2,364
|
-1%
|
|
|
112
|
Davidson Investment Advisors
Great Falls,
Montana
|
$39.3M
|
+$41.8K
|
+170
|
+0.1%
|
|
|
113
|
Focus Partners Wealth
Boston,
Massachusetts
|
$38.5M
|
+$8.93M
|
+36,273
|
+29%
|
|
|
114
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$38.2M
|
+$13.9M
|
+56,365
|
+58%
|
|
|
115
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$36.8M
|
+$86.4K
|
+351
|
+0.2%
|
|
|
116
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$36.5M
|
-$247K
|
-1,005
|
-0.7%
|
|
|
117
|
Center for Financial Planning
Southfied,
Michigan
|
$36.5M
|
+$847K
|
+3,442
|
+2%
|
|
|
118
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$35.8M
|
-$349K
|
-1,419
|
-0.9%
|
|
|
119
|
Ballast Inc
Lexington,
Kentucky
|
$35.7M
|
+$2.13M
|
+8,660
|
+6%
|
|
|
120
|
Aufman Associates
Sewickley,
Pennsylvania
|
$35.3M
|
-$281K
|
-1,143
|
-0.8%
|
|
|
121
|
|
$34.9M
|
-$967K
|
-3,928
|
-3%
|
|
|
122
|
BNP Paribas Financial Markets
Paris,
France
|
$34.7M
|
+$1.49M
|
+6,056
|
+4%
|
|
|
123
|
Wealthquest
Cincinnati,
Ohio
|
$34.7M
|
+$354K
|
+1,439
|
+1%
|
|
|
124
|
Chatham Capital Group
Savannah,
Georgia
|
$34.5M
|
+$645K
|
+2,622
|
+2%
|
|
|
125
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$34.3M
|
+$1.38M
|
+5,602
|
+4%
|
|
