|
101
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$14.8M
|
+$774K
|
+8,810
|
+6%
|
|
|
102
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.6M
|
+$116K
|
+1,315
|
+0.9%
|
|
|
103
|
Natixis Advisors
Boston,
Massachusetts
|
$13.7M
|
-$181K
|
-2,056
|
-1%
|
|
|
104
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$13.5M
|
-$94.3K
|
-1,073
|
-0.7%
|
|
|
105
|
Swan Capital
Pensacola,
Florida
|
$12.5M
|
-$7.25M
|
-82,491
|
-38%
|
|
|
106
|
Procyon Advisors
Shelton,
Connecticut
|
$12.5M
|
+$1.63M
|
+18,542
|
+16%
|
|
|
107
|
Connable Office Inc
Kalamazoo,
Michigan
|
$12.4M
|
+$159K
|
+1,813
|
+1%
|
|
|
108
|
Arrowroot Family Office
Marina Del Rey,
California
|
$12.3M
|
+$879K
|
+10,002
|
+8%
|
|
|
109
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$12.3M
|
-$3.3M
|
-37,555
|
-22%
|
|
|
110
|
Fifth Third Securities
Cincinnati,
Ohio
|
$12.1M
|
-$396K
|
-4,501
|
-3%
|
|
|
111
|
Vance Wealth
Santa Clarita,
California
|
$11.3M
|
+$227K
|
+2,584
|
+2%
|
|
|
112
|
Sandy Spring Bank
Olney,
Maryland
|
$11.2M
|
+$278K
|
+3,167
|
+3%
|
|
|
113
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.9M
|
+$172K
|
+1,954
|
+2%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
+$122K
|
+1,386
|
+1%
|
|
|
115
|
Private Advisor Group
Morristown,
New Jersey
|
$10.8M
|
+$729K
|
+8,291
|
+8%
|
|
|
116
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.4M
|
-$39.6K
|
-451
|
-0.4%
|
|
|
117
|
Win Advisors
Palm Beach Gardens,
Florida
|
$10.1M
|
+$9.47M
|
+107,783
|
New
|
|
|
118
|
Atria Wealth Solutions
New York
|
$10.1M
|
-$2.21M
|
-25,102
|
-19%
|
|
|
119
|
TD Private Client Wealth
New York
|
$9.95M
|
+$764K
|
+8,690
|
+9%
|
|
|
120
|
Joel Isaacson & Co
New York
|
$9.68M
|
+$1.31M
|
+14,919
|
+17%
|
|
|
121
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$9.19M
|
+$397K
|
+4,521
|
+5%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$8.82M
|
-$161K
|
-1,831
|
-2%
|
|
|
123
|
American Financial & Tax Strategies
New York
|
$8.49M
|
-$190K
|
-2,157
|
-2%
|
|
|
124
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$8.3M
|
–
|
–
|
–
|
|
|
125
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$8.24M
|
+$903K
|
+10,276
|
+13%
|
|
