|
151
|
Breakwater Investment Management
Seattle,
Washington
|
$16.5M
|
+$267K
|
+4,112
|
+2%
|
|
|
152
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$16.3M
|
+$1.66M
|
+25,625
|
+12%
|
|
|
153
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$16.1M
|
-$180K
|
-2,767
|
-1%
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$16M
|
+$4.49M
|
+69,190
|
+43%
|
|
|
155
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$15.7M
|
+$854K
|
+13,156
|
+6%
|
|
|
156
|
Gibson Wealth Advisors
Tyler,
Texas
|
$15.3M
|
-$205K
|
-3,162
|
-1%
|
|
|
157
|
David Kennon
Sarasota,
Florida
|
$15.3M
|
-$3.1M
|
-47,746
|
-18%
|
|
|
158
|
Alpha Cubed Investments
Irvine,
California
|
$15.2M
|
+$1.11M
|
+17,097
|
+8%
|
|
|
159
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$14.9M
|
+$231K
|
+3,553
|
+2%
|
|
|
160
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.8M
|
+$13.9M
|
+214,342
|
+35,312%
|
|
|
161
|
|
$14.8M
|
+$2.13M
|
+32,815
|
+18%
|
|
|
162
|
Clarity Wealth Advisors
San Jose,
California
|
$14.4M
|
+$633K
|
+9,747
|
+5%
|
|
|
163
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$1.54M
|
+23,744
|
+13%
|
|
|
164
|
WealthCollab
Bellevue,
Washington
|
$13.7M
|
-$1.3M
|
-20,031
|
-9%
|
|
|
165
|
Barclays
London,
United Kingdom
|
$13.6M
|
–
|
–
|
–
|
|
|
166
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$13.3M
|
+$167K
|
+2,572
|
+1%
|
|
|
167
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.3M
|
+$2.64M
|
+40,691
|
+27%
|
|
|
168
|
SSI Investment Management
Los Angeles,
California
|
$13.2M
|
-$2.12M
|
-32,717
|
-15%
|
|
|
169
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.9M
|
+$3.34M
|
+51,401
|
+38%
|
|
|
170
|
OneAscent Financial Services
Birmingham,
Alabama
|
$12.9M
|
-$6.13M
|
-94,454
|
-34%
|
|
|
171
|
TABR Capital Management
Orange,
California
|
$12.8M
|
+$10.7M
|
+164,729
|
+786%
|
|
|
172
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$12.8M
|
+$3.16M
|
+48,629
|
+34%
|
|
|
173
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$12.7M
|
-$4.76M
|
-73,289
|
-28%
|
|
|
174
|
Greenbush Financial Group
Albany,
New York
|
$12.6M
|
+$389K
|
+5,988
|
+3%
|
|
|
175
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5M
|
+$2.42M
|
+37,306
|
+26%
|
|
