|
201
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$11.3M
|
-$95.2K
|
-1,114
|
-0.8%
|
|
|
202
|
REDW Wealth
Albuquerque,
New Mexico
|
$11.2M
|
-$1.31M
|
-15,332
|
-11%
|
|
|
203
|
|
$11.1M
|
+$404K
|
+4,731
|
+4%
|
|
|
204
|
Balanced Wealth Group
Westlake,
Ohio
|
$10.9M
|
+$15M
|
+175,055
|
+208%
|
|
|
205
|
Plancorp LLC
Saint Louis,
Missouri
|
$10.9M
|
-$155K
|
-1,816
|
-1%
|
|
|
206
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.8M
|
-$595K
|
-6,961
|
-5%
|
|
|
207
|
Empowered Funds
Havertown,
Pennsylvania
|
$10.7M
|
+$8.45M
|
+98,892
|
+393%
|
|
|
208
|
Kestra Advisory Services
Austin,
Texas
|
$10.7M
|
+$2.55M
|
+29,822
|
+32%
|
|
|
209
|
Lido Advisors
Los Angeles,
California
|
$10.6M
|
-$1.21M
|
-14,181
|
-10%
|
|
|
210
|
Ancora Advisors
Cleveland,
Ohio
|
$10.6M
|
-$90.6K
|
-1,061
|
-0.9%
|
|
|
211
|
SVB Wealth
Boston,
Massachusetts
|
$10.5M
|
+$3.28M
|
+38,418
|
+46%
|
|
|
212
|
Trilogy Capital
Irvine,
California
|
$10.5M
|
+$58K
|
+679
|
+0.6%
|
|
|
213
|
Franklin Resources
San Mateo,
California
|
$10.5M
|
-$516K
|
-6,043
|
-5%
|
|
|
214
|
Navalign LLC
Encino,
California
|
$10.4M
|
-$3.9M
|
-45,610
|
-27%
|
|
|
215
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$10.3M
|
-$30.8K
|
-361
|
-0.3%
|
|
|
216
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$10.3M
|
-$553K
|
-6,469
|
-5%
|
|
|
217
|
Wealth Alliance
Mellville,
New York
|
$10.1M
|
+$3.46M
|
+40,533
|
+53%
|
|
|
218
|
New Hampshire Trust
Concord,
New Hampshire
|
$10.1M
|
+$45.8K
|
+536
|
+0.5%
|
|
|
219
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10M
|
+$266K
|
+3,118
|
+3%
|
|
|
220
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$9.76M
|
+$161K
|
+1,879
|
+2%
|
|
|
221
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.73M
|
+$730K
|
+8,550
|
+8%
|
|
|
222
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$9.64M
|
+$675K
|
+7,900
|
+8%
|
|
|
223
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$9.63M
|
+$1.59M
|
+18,615
|
+20%
|
|
|
224
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.58M
|
+$1.07M
|
+12,468
|
+13%
|
|
|
225
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.55M
|
+$162K
|
+1,894
|
+2%
|
|
