|
151
|
Whittier Trust
South Pasadena,
California
|
US$ 636 mil
|
+US$ 132 mil
|
+4.215
|
+25%
|
|
|
152
|
KWB Wealth
Redlands,
California
|
US$ 632 mil
|
+US$ 75 mil
|
+2.393
|
+12%
|
|
|
153
|
Trust Company of Toledo
Holland,
Ohio
|
US$ 626 mil
|
+US$ 669 mil
|
+21.348
|
Nova
|
|
|
154
|
NWAM LLC
Mercer Island,
Washington
|
US$ 611 mil
|
+US$ 653 mil
|
+20.832
|
Nova
|
|
|
155
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$ 571 mil
|
+US$ 611 mil
|
+19.470
|
Nova
|
|
|
156
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$ 560 mil
|
+US$ 582 mil
|
+18.572
|
+3.714%
|
|
|
157
|
|
US$ 558 mil
|
+US$ 122 mil
|
+3.885
|
+26%
|
|
|
158
|
Presidio Capital Management
San Diego,
California
|
US$ 553 mil
|
-US$ 14,4 mil
|
-460
|
-2%
|
|
|
159
|
Belpointe Asset Management
Reno,
Nevada
|
US$ 548 mil
|
+US$ 159 mil
|
+5.070
|
+37%
|
|
|
160
|
CGN Advisors
Manhattan,
Kansas
|
US$ 538 mil
|
-US$ 13,7 mil
|
-437
|
-2%
|
|
|
161
|
Level Four Advisory Services
Dallas,
Texas
|
US$ 535 mil
|
+US$ 63,2 mil
|
+2.015
|
+12%
|
|
|
162
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$ 531 mil
|
+US$ 569 mil
|
+18.134
|
Nova
|
|
|
163
|
Ascension Capital Advisors
Houston,
Texas
|
US$ 509 mil
|
+US$ 544 mil
|
+17.363
|
Nova
|
|
|
164
|
Nations Financial Group
Cedar Rapids,
Iowa
|
US$ 508 mil
|
+US$ 215 mil
|
+6.867
|
+66%
|
|
|
165
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$ 507 mil
|
-US$ 173 mil
|
-5.506
|
-24%
|
|
|
166
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
US$ 504 mil
|
+US$ 62,6 mil
|
+1.997
|
+13%
|
|
|
167
|
Worth Asset Management
Dallas,
Texas
|
US$ 499 mil
|
-US$ 174 mil
|
-5.562
|
-25%
|
|
|
168
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$ 476 mil
|
+US$ 410 mil
|
+13.066
|
+411%
|
|
|
169
|
Advisory Alpha
Holland,
Michigan
|
US$ 475 mil
|
-US$ 31
|
-1
|
-0%
|
|
|
170
|
|
US$ 473 mil
|
-US$ 163 mil
|
-5.209
|
-24%
|
|
|
171
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
US$ 445 mil
|
+US$ 7,02 mil
|
+224
|
+2%
|
|
|
172
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
US$ 437 mil
|
+US$ 101 mil
|
+3.215
|
+27%
|
|
|
173
|
PFG Investments
Woodbury,
New York
|
US$ 427 mil
|
+US$ 40,7 mil
|
+1.297
|
+10%
|
|
|
174
|
Entelevest
Coral Gables,
Florida
|
US$ 420 mil
|
+US$ 63,5 mil
|
+2.025
|
+16%
|
|
|
175
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
US$ 388 mil
|
–
|
–
|
–
|
|
