|
101
|
Rockbridge Investment Management
Syracuse,
New York
|
$47.6M
|
+$12.7M
|
+177,197
|
+37%
|
|
|
102
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$46.7M
|
-$3.8K
|
-53
|
-0%
|
|
|
103
|
Apella Capital
West Hartford,
Connecticut
|
$46.7M
|
+$6.42M
|
+89,669
|
+16%
|
|
|
104
|
TIAA FSB
Jacksonville,
Florida
|
$46.2M
|
-$1.92M
|
-26,762
|
-4%
|
|
|
105
|
Cambridge Advisors
Omaha,
Nebraska
|
$43.1M
|
+$90.1K
|
+1,258
|
+0.2%
|
|
|
106
|
Gilbert & Cook
West Des Moines,
Iowa
|
$42.7M
|
+$18.4M
|
+256,647
|
+76%
|
|
|
107
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$42.6M
|
+$42.5M
|
+593,576
|
New
|
|
|
108
|
Manning & Napier Group
Fairport,
New York
|
$42.2M
|
–
|
–
|
–
|
|
|
109
|
Equitable Holdings
New York
|
$40.9M
|
-$6.08M
|
-84,853
|
-13%
|
|
|
110
|
Partners in Financial Planning
Salem,
Virginia
|
$40.6M
|
-$1.64M
|
-22,836
|
-4%
|
|
|
111
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$40.2M
|
+$40.1M
|
+559,152
|
New
|
|
|
112
|
Baystate Wealth Management
Boston,
Massachusetts
|
$38.1M
|
+$15.5M
|
+216,145
|
+69%
|
|
|
113
|
Fiducient Advisors
Chicago,
Illinois
|
$37.9M
|
+$1.42M
|
+19,822
|
+4%
|
|
|
114
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$37.9M
|
+$2.86M
|
+39,982
|
+8%
|
|
|
115
|
BTC Capital Management
Des Moines,
Iowa
|
$37.6M
|
-$1.69M
|
-23,614
|
-4%
|
|
|
116
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$37.5M
|
+$37.4M
|
+522,275
|
New
|
|
|
117
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$36.8M
|
+$5.34M
|
+74,520
|
+17%
|
|
|
118
|
IFP Advisors
Tampa,
Florida
|
$36.7M
|
+$11.8M
|
+164,579
|
+60%
|
|
|
119
|
West Financial Advisors
Des Moines,
Iowa
|
$35.9M
|
+$3.18M
|
+44,335
|
+10%
|
|
|
120
|
Boston Partners
Boston,
Massachusetts
|
$35.3M
|
–
|
–
|
–
|
|
|
121
|
SoFi Wealth
San Francisco,
California
|
$34.6M
|
+$2.26M
|
+31,489
|
+7%
|
|
|
122
|
|
$34.4M
|
+$547K
|
+7,631
|
+2%
|
|
|
123
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$33.8M
|
-$3.93M
|
-54,806
|
-10%
|
|
|
124
|
United Capital Financial Advisors
Irving,
Texas
|
$33.7M
|
+$29.8M
|
+415,592
|
+774%
|
|
|
125
|
Silver Oak Advisory Group
Portland,
Oregon
|
$33.3M
|
+$605K
|
+8,442
|
+2%
|
|
