|
101
|
Whelan Financial
Fresno,
California
|
$15.5M
|
+$418K
|
+7,252
|
+3%
|
|
|
102
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$1.79M
|
+31,121
|
+14%
|
|
|
103
|
WBH Advisory
Baltimore,
Maryland
|
$15.2M
|
+$1.83M
|
+31,740
|
+14%
|
|
|
104
|
Connectus Wealth
Cincinnati,
Ohio
|
$14.6M
|
+$14.2M
|
+246,463
|
New
|
|
|
105
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$14.6M
|
-$665K
|
-11,539
|
-4%
|
|
|
106
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$14.6M
|
+$6.54M
|
+113,455
|
+85%
|
|
|
107
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$14.4M
|
-$3.02M
|
-52,315
|
-18%
|
|
|
108
|
Private Wealth Management Group
Princeton,
New Jersey
|
$13.7M
|
+$13.4M
|
+231,784
|
New
|
|
|
109
|
Peirce Capital Management
The Woodlands,
Texas
|
$13.5M
|
+$13.1M
|
+227,984
|
New
|
|
|
110
|
Nottingham Advisors
Amherst,
New York
|
$13.3M
|
-$294K
|
-5,109
|
-2%
|
|
|
111
|
Vise Technologies
New York
|
$13.2M
|
-$28.3K
|
-491
|
-0.2%
|
|
|
112
|
Abbrea Capital
Greenbrae,
California
|
$13.2M
|
+$1.15M
|
+20,031
|
+10%
|
|
|
113
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$12.9M
|
+$2.37M
|
+41,188
|
+23%
|
|
|
114
|
Fermata Advisors
Sonoma,
California
|
$12.7M
|
-$148K
|
-2,561
|
-1%
|
|
|
115
|
Rockefeller Capital Management
New York
|
$12.6M
|
+$8.04M
|
+139,521
|
+193%
|
|
|
116
|
R.W. Roge & Company
Bohemia,
New York
|
$12.2M
|
+$3.1M
|
+53,702
|
+35%
|
|
|
117
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$11.9M
|
+$265K
|
+4,600
|
+2%
|
|
|
118
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11.8M
|
+$11.5M
|
+198,714
|
New
|
|
|
119
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$11.5M
|
+$116K
|
+2,005
|
+1%
|
|
|
120
|
MML Investors Services
Springfield,
Massachusetts
|
$11.5M
|
-$66.2K
|
-1,149
|
-0.6%
|
|
|
121
|
Wade Financial Advisory
Campbell,
California
|
$11.4M
|
+$11.1M
|
+192,023
|
New
|
|
|
122
|
Elevate Wealth Advisory
Athens,
Georgia
|
$11.4M
|
+$11.1M
|
+192,023
|
New
|
|
|
123
|
M&T Bank
Buffalo,
New York
|
$11.4M
|
-$2.57M
|
-44,629
|
-19%
|
|
|
124
|
Bremer Bank National Association
St Paul,
Minnesota
|
$10.7M
|
–
|
–
|
–
|
|
|
125
|
Financial Engines Advisors
Santa Clara,
California
|
$10.5M
|
+$9.85M
|
+170,868
|
+2,592%
|
|
