|
126
|
PrairieView Partners
St. Paul,
Minnesota
|
$25.1M
|
+$669K
|
+3,356
|
+3%
|
|
|
127
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$25M
|
+$249K
|
+1,251
|
+1%
|
|
|
128
|
Joel Isaacson & Co
New York
|
$25M
|
+$3.22M
|
+16,172
|
+14%
|
|
|
129
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$24.9M
|
+$214K
|
+1,073
|
+0.8%
|
|
|
130
|
Country Trust Bank
Bloomington,
Illinois
|
$24.8M
|
-$11.9M
|
-59,888
|
-31%
|
|
|
131
|
Franklin Resources
San Mateo,
California
|
$24.5M
|
+$22M
|
+110,364
|
+578%
|
|
|
132
|
Whelan Financial
Fresno,
California
|
$24.4M
|
+$736K
|
+3,695
|
+3%
|
|
|
133
|
SP Asset Management
Cupertino,
California
|
$24.1M
|
+$4.78M
|
+23,979
|
+23%
|
|
|
134
|
Regions Financial Corp
Birmingham,
Alabama
|
$24M
|
-$300K
|
-1,504
|
-1%
|
|
|
135
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$23.4M
|
+$24.7M
|
+123,830
|
New
|
|
|
136
|
Bank of Hawaii
Honolulu,
Hawaii
|
$23.3M
|
-$369K
|
-1,852
|
-1%
|
|
|
137
|
SoFi Wealth
San Francisco,
California
|
$23M
|
+$1.37M
|
+6,865
|
+6%
|
|
|
138
|
Hill Island Financial
Grand Rapids,
Michigan
|
$23M
|
+$635K
|
+3,187
|
+3%
|
|
|
139
|
Randolph Company
Cincinnati,
Ohio
|
$22.7M
|
-$136K
|
-683
|
-0.6%
|
|
|
140
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$22.7M
|
-$3.47M
|
-17,432
|
-13%
|
|
|
141
|
Atria Wealth Solutions
New York
|
$22.4M
|
-$2.7M
|
-13,571
|
-10%
|
|
|
142
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$21.5M
|
+$74.5K
|
+374
|
+0.3%
|
|
|
143
|
Center for Financial Planning
Southfied,
Michigan
|
$21.4M
|
+$620K
|
+3,114
|
+3%
|
|
|
144
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21.3M
|
-$5.58K
|
-28
|
-0%
|
|
|
145
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$21.3M
|
+$378K
|
+1,895
|
+2%
|
|
|
146
|
|
$21.2M
|
-$67.3K
|
-338
|
-0.3%
|
|
|
147
|
Brookstone Capital Management
Wheaton,
Illinois
|
$21.1M
|
+$2.02M
|
+10,153
|
+10%
|
|
|
148
|
|
$21M
|
+$1.21M
|
+6,053
|
+6%
|
|
|
149
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$21M
|
+$710K
|
+3,564
|
+3%
|
|
|
150
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21M
|
+$9.96M
|
+49,970
|
+82%
|
|
