|
201
|
SlateStone Wealth
Jupiter,
Florida
|
$14.1M
|
-$1.11M
|
-8,452
|
-7%
|
|
|
202
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.8M
|
-$653K
|
-4,985
|
-4%
|
|
|
203
|
First Horizon Advisors
Memphis,
Tennessee
|
$13.6M
|
-$3.67M
|
-28,019
|
-21%
|
|
|
204
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$13.6M
|
-$87.7K
|
-670
|
-0.6%
|
|
|
205
|
Paragon Financial Partners
Woodland Hills,
California
|
$13.6M
|
-$171K
|
-1,304
|
-1%
|
|
|
206
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.5M
|
+$273K
|
+2,084
|
+2%
|
|
|
207
|
Howard Wealth Management
Madison,
Connecticut
|
$13.5M
|
-$293K
|
-2,236
|
-2%
|
|
|
208
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$13.3M
|
–
|
–
|
–
|
|
|
209
|
OneAscent Financial Services
Birmingham,
Alabama
|
$13.2M
|
+$6.75M
|
+51,566
|
+101%
|
|
|
210
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$13.1M
|
+$42.7K
|
+326
|
+0.3%
|
|
|
211
|
Natixis Advisors
Boston,
Massachusetts
|
$12.9M
|
+$716K
|
+5,468
|
+6%
|
|
|
212
|
Integrated Advisors Network
Dallas,
Texas
|
$12.9M
|
-$4.49M
|
-34,289
|
-26%
|
|
|
213
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12.9M
|
-$406K
|
-3,101
|
-3%
|
|
|
214
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$12.7M
|
-$402K
|
-3,073
|
-3%
|
|
|
215
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$12.6M
|
+$291K
|
+2,223
|
+2%
|
|
|
216
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.6M
|
-$786K
|
-6,007
|
-6%
|
|
|
217
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.6M
|
+$50K
|
+382
|
+0.4%
|
|
|
218
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.5M
|
+$201K
|
+1,533
|
+2%
|
|
|
219
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.5M
|
-$7.3M
|
-55,731
|
-37%
|
|
|
220
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12.1M
|
+$727K
|
+5,556
|
+6%
|
|
|
221
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12.1M
|
-$53.4K
|
-408
|
-0.4%
|
|
|
222
|
High Net Worth Advisory Group
Naples,
Florida
|
$12.1M
|
-$15.1K
|
-115
|
-0.1%
|
|
|
223
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12M
|
-$2.01M
|
-15,374
|
-14%
|
|
|
224
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$12M
|
+$505K
|
+3,860
|
+4%
|
|
|
225
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11.9M
|
+$979K
|
+7,476
|
+9%
|
|
