|
101
|
Bank of New York Mellon
New York
|
US$ 949 mil
|
+US$ 946 mil
|
+17.919
|
Nova
|
|
|
102
|
PCG Wealth Advisors
Overland Park,
Kansas
|
US$ 920 mil
|
-US$ 397 mil
|
-7.522
|
-30%
|
|
|
103
|
LM Advisors
San Diego,
California
|
US$ 904 mil
|
+US$ 901 mil
|
+17.065
|
Nova
|
|
|
104
|
Farther Finance Advisors
San Francisco,
California
|
US$ 883 mil
|
-US$ 286 mil
|
-5.414
|
-25%
|
|
|
105
|
SWMG LLC
Fort Worth,
Texas
|
US$ 850 mil
|
+US$ 849 mil
|
+16.091
|
Nova
|
|
|
106
|
UMB Bank
Kansas City,
Missouri
|
US$ 778 mil
|
–
|
–
|
–
|
|
|
107
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
US$ 738 mil
|
+US$ 207 mil
|
+3.922
|
+39%
|
|
|
108
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
US$ 681 mil
|
+US$ 679 mil
|
+12.861
|
Nova
|
|
|
109
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$ 660 mil
|
+US$ 6,02 mil
|
+114
|
+0,9%
|
|
|
110
|
Compass Financial Management
Tampa,
Florida
|
US$ 659 mil
|
+US$ 657 mil
|
+12.449
|
Nova
|
|
|
111
|
Fulcrum Equity Management
Plano,
Texas
|
US$ 656 mil
|
+US$ 654 mil
|
+12.383
|
Nova
|
|
|
112
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
US$ 637 mil
|
+US$ 635 mil
|
+12.039
|
Nova
|
|
|
113
|
Optivise Advisory Services
Franklin,
Tennessee
|
US$ 635 mil
|
-US$ 65,4 mil
|
-1.239
|
-9%
|
|
|
114
|
Castleview Partners
Dallas,
Texas
|
US$ 619 mil
|
-US$ 342 mil
|
-6.483
|
-36%
|
|
|
115
|
Richmond Investment Services
Mequon,
Wisconsin
|
US$ 615 mil
|
-US$ 1,57 mi
|
-29.656
|
-72%
|
|
|
116
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
US$ 613 mil
|
+US$ 209 mil
|
+3.965
|
+52%
|
|
|
117
|
AlphaCore Capital
La Jolla,
California
|
US$ 602 mil
|
–
|
–
|
–
|
|
|
118
|
Bay Colony Advisors
Concord,
Massachusetts
|
US$ 595 mil
|
+US$ 593 mil
|
+11.229
|
Nova
|
|
|
119
|
&Partners
Nashville,
Tennessee
|
US$ 586 mil
|
-US$ 88,1 mil
|
-1.670
|
-13%
|
|
|
120
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
US$ 537 mil
|
-US$ 150 mil
|
-2.846
|
-22%
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
US$ 525 mil
|
+US$ 523 mil
|
+9.909
|
Nova
|
|
|
122
|
Symphony Financial
Houston,
Texas
|
US$ 515 mil
|
+US$ 6,65 mil
|
+126
|
+1%
|
|
|
123
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
US$ 511 mil
|
+US$ 509 mil
|
+9.646
|
Nova
|
|
|
124
|
Mercer Global Advisors
Denver,
Colorado
|
US$ 493 mil
|
-US$ 20,2 mil
|
-383
|
-4%
|
|
|
125
|
TCP Asset Management
Columbus,
Ohio
|
US$ 490 mil
|
-US$ 100 mil
|
-1.894
|
-17%
|
|
