|
101
|
James Reed Financial Services
Cleveland,
Ohio
|
$21.7M
|
-$254K
|
-939
|
-1%
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$21.5M
|
+$3.63M
|
+13,402
|
+19%
|
|
|
103
|
Strategic Equity Management
Tucson,
Arizona
|
$21.4M
|
+$2.91M
|
+10,725
|
+15%
|
|
|
104
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$21M
|
+$6.29M
|
+23,205
|
+40%
|
|
|
105
|
&Partners
Nashville,
Tennessee
|
$20.7M
|
-$1.46M
|
-5,385
|
-6%
|
|
|
106
|
Rockefeller Capital Management
New York
|
$20.6M
|
-$1.38M
|
-5,107
|
-6%
|
|
|
107
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$20.4M
|
-$1.11M
|
-4,084
|
-5%
|
|
|
108
|
Atria Investments
Charlotte,
North Carolina
|
$20.3M
|
-$835K
|
-3,082
|
-4%
|
|
|
109
|
AQR Capital Management
Greenwich,
Connecticut
|
$20.2M
|
+$2.45M
|
+9,059
|
+13%
|
|
|
110
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$20.1M
|
+$1.09M
|
+4,021
|
+5%
|
|
|
111
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.1M
|
-$1.06M
|
-3,921
|
-5%
|
|
|
112
|
|
$20.1M
|
+$12.2M
|
+45,114
|
+137%
|
|
|
113
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$19.7M
|
+$129K
|
+476
|
+0.6%
|
|
|
114
|
Adams Wealth Management
Logan,
Utah
|
$19.4M
|
+$4.65M
|
+17,181
|
+29%
|
|
|
115
|
CacheTech Inc
Logan,
Utah
|
$19.4M
|
+$4.88M
|
+18,019
|
+31%
|
|
|
116
|
Choreo LLC
Rockford,
Illinois
|
$19.2M
|
+$501K
|
+1,850
|
+3%
|
|
|
117
|
Pinnacle Associates
New York
|
$18.6M
|
-$334K
|
-1,234
|
-2%
|
|
|
118
|
Verus Financial Partners
Richmond,
Virginia
|
$17.8M
|
-$852K
|
-3,146
|
-4%
|
|
|
119
|
Kennicott Capital Management
Corte Madera,
California
|
$17.6M
|
-$4.09M
|
-15,085
|
-18%
|
|
|
120
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$17.5M
|
-$224K
|
-827
|
-1%
|
|
|
121
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.3M
|
+$9.66M
|
+35,663
|
+113%
|
|
|
122
|
Wealth Architects
Mountain View,
California
|
$17.3M
|
-$225K
|
-832
|
-1%
|
|
|
123
|
WhitTier Trust Company
Reno,
Nevada
|
$16.6M
|
-$215K
|
-793
|
-1%
|
|
|
124
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$16.6M
|
-$322K
|
-1,187
|
-2%
|
|
|
125
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.6M
|
+$1.11M
|
+4,084
|
+7%
|
|
