|
76
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$94.9M
|
+$12.1M
|
+255,258
|
+14%
|
|
|
77
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93.7M
|
+$521K
|
+11,034
|
+0.5%
|
|
|
78
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$89.6M
|
+$4.01M
|
+84,894
|
+4%
|
|
|
79
|
Venturi Wealth Management
Austin,
Texas
|
$88.2M
|
+$5.65M
|
+119,676
|
+7%
|
|
|
80
|
Atria Wealth Solutions
New York
|
$87.8M
|
-$1.23M
|
-25,962
|
-1%
|
|
|
81
|
Wealthspire Advisors (New York)
New York
|
$86.8M
|
+$9.8M
|
+207,414
|
+12%
|
|
|
82
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$83.1M
|
-$576K
|
-12,204
|
-0.7%
|
|
|
83
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$81.3M
|
-$3.97M
|
-84,000
|
-4%
|
|
|
84
|
NewEdge Advisors
New Orleans,
Louisiana
|
$80.1M
|
+$14.4M
|
+305,448
|
+21%
|
|
|
85
|
|
$78.8M
|
+$33.7M
|
+712,854
|
+70%
|
|
|
86
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$78.8M
|
+$2.93M
|
+62,106
|
+4%
|
|
|
87
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$78.1M
|
-$424K
|
-8,976
|
-0.5%
|
|
|
88
|
CSM Advisors
Warrendale,
Pennsylvania
|
$78.1M
|
–
|
–
|
–
|
|
|
89
|
Central Trust Company
Jefferson City,
Missouri
|
$76.9M
|
-$1.7M
|
-35,892
|
-2%
|
|
|
90
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$76.8M
|
–
|
–
|
–
|
|
|
91
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$75.1M
|
+$590K
|
+12,492
|
+0.8%
|
|
|
92
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$72.4M
|
-$1.16M
|
-24,564
|
-2%
|
|
|
93
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$72.4M
|
-$1.16M
|
-24,564
|
-2%
|
|
|
94
|
Martel Wealth Advisors
Vancouver,
Washington
|
$71.2M
|
-$1.56M
|
-32,964
|
-2%
|
|
|
95
|
Vista Capital Partners
Portland,
Oregon
|
$70.2M
|
-$2.58M
|
-54,600
|
-3%
|
|
|
96
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$70.2M
|
+$5.18M
|
+109,764
|
+8%
|
|
|
97
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$70.1M
|
-$2.03M
|
-42,984
|
-3%
|
|
|
98
|
Pathstone Family Office
Englewood,
New Jersey
|
$67.8M
|
+$17.9M
|
+378,564
|
+34%
|
|
|
99
|
Brookstone Capital Management
Wheaton,
Illinois
|
$67.4M
|
-$14.6M
|
-309,534
|
-17%
|
|
|
100
|
Peninsula Wealth
San Francisco,
California
|
$67.2M
|
+$499K
|
+10,566
|
+0.7%
|
|
