|
76
|
Mariner
Overland Park,
Kansas
|
$20.1M
|
+$455K
|
+6,112
|
+2%
|
|
|
77
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20M
|
+$849K
|
+11,407
|
+5%
|
|
|
78
|
Rockefeller Capital Management
New York
|
$19.3M
|
+$713K
|
+9,578
|
+4%
|
|
|
79
|
Lazard Asset Management
New York
|
$19.2M
|
+$17M
|
+228,256
|
+930%
|
|
|
80
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.2M
|
-$364K
|
-4,886
|
-2%
|
|
|
81
|
One Wealth Advisors
San Francisco,
California
|
$16.9M
|
+$2.97M
|
+39,947
|
+22%
|
|
|
82
|
Bank of New York Mellon
New York
|
$16.9M
|
-$572K
|
-7,693
|
-3%
|
|
|
83
|
Whittier Trust
South Pasadena,
California
|
$16.4M
|
-$20.5K
|
-275
|
-0.1%
|
|
|
84
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$16.3M
|
+$2.41M
|
+32,332
|
+18%
|
|
|
85
|
Spire Wealth Management
Mclean,
Virginia
|
$16.2M
|
-$511K
|
-6,874
|
-3%
|
|
|
86
|
Bailard
Foster City,
California
|
$15.8M
|
+$186K
|
+2,498
|
+1%
|
|
|
87
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$15.8M
|
+$15.5M
|
+208,191
|
New
|
|
|
88
|
Mercer Global Advisors
Denver,
Colorado
|
$15.7M
|
+$12.6M
|
+169,194
|
+454%
|
|
|
89
|
Financial Services Advisory
Rockville,
Maryland
|
$15.6M
|
+$570K
|
+7,657
|
+4%
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$15.3M
|
-$1.33M
|
-17,868
|
-8%
|
|
|
91
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$15.2M
|
+$448K
|
+6,024
|
+3%
|
|
|
92
|
AssetMark Inc
Concord,
California
|
$15.2M
|
+$4.42M
|
+59,470
|
+42%
|
|
|
93
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.1M
|
+$3.73M
|
+50,124
|
+34%
|
|
|
94
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$15.1M
|
+$6.98M
|
+93,750
|
+90%
|
|
|
95
|
IEQ Capital
Foster City,
California
|
$14.9M
|
+$914K
|
+12,278
|
+7%
|
|
|
96
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
+$512K
|
+6,880
|
+4%
|
|
|
97
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
-$1.39M
|
-18,638
|
-9%
|
|
|
98
|
FFG Partners
Fort Lauderdale,
Florida
|
$14M
|
+$94.3K
|
+1,268
|
+0.7%
|
|
|
99
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$13.8M
|
+$12.5M
|
+168,579
|
+2,016%
|
|
|
100
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$13.7M
|
+$409K
|
+5,501
|
+3%
|
|
