|
101
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$50.6M
|
-$98.2K
|
-1,342
|
-0.2%
|
|
|
102
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$50.6M
|
+$2.56M
|
+35,000
|
+5%
|
|
|
103
|
Twele Capital Management
Minnetonka,
Minnesota
|
$48.3M
|
-$923K
|
-12,610
|
-2%
|
|
|
104
|
|
$48.1M
|
+$18.9M
|
+258,228
|
+612%
|
|
|
105
|
Cambridge Advisors
Omaha,
Nebraska
|
$46.6M
|
+$2.35M
|
+32,129
|
+5%
|
|
|
106
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$46.1M
|
+$15M
|
+204,974
|
+49%
|
|
|
107
|
Arkos Global Advisors
Houston,
Texas
|
$45.6M
|
-$4.83M
|
-65,974
|
-10%
|
|
|
108
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$45.4M
|
+$1.6M
|
+21,886
|
+4%
|
|
|
109
|
Legacy Private Trust
Neenah,
Wisconsin
|
$45.1M
|
+$19.6M
|
+267,805
|
+78%
|
|
|
110
|
Gilbert & Cook
West Des Moines,
Iowa
|
$44.4M
|
+$556K
|
+7,600
|
+1%
|
|
|
111
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$44.3M
|
-$3.66M
|
-50,000
|
-8%
|
|
|
112
|
Manning & Napier Group
Fairport,
New York
|
$43.8M
|
–
|
–
|
–
|
|
|
113
|
BTC Capital Management
Des Moines,
Iowa
|
$43.3M
|
+$4.56M
|
+62,321
|
+12%
|
|
|
114
|
Partners in Financial Planning
Salem,
Virginia
|
$42.7M
|
+$1.18M
|
+16,066
|
+3%
|
|
|
115
|
Daniels + Tansey
Wilmington,
Delaware
|
$41.9M
|
+$11.6M
|
+159,171
|
+39%
|
|
|
116
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$41.6M
|
+$29.4M
|
+402,436
|
+249%
|
|
|
117
|
Equitable Holdings
New York
|
$38.9M
|
-$3.07M
|
-41,975
|
-7%
|
|
|
118
|
Fiducient Advisors
Chicago,
Illinois
|
$38.9M
|
-$48.4K
|
-662
|
-0.1%
|
|
|
119
|
Astoria Strategic Wealth
Conroe,
Texas
|
$38.8M
|
+$11.5M
|
+157,306
|
+43%
|
|
|
120
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$38.6M
|
-$348K
|
-4,753
|
-0.9%
|
|
|
121
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$38.4M
|
+$3.72M
|
+50,838
|
+11%
|
|
|
122
|
SoFi Wealth
San Francisco,
California
|
$38.1M
|
+$2.51M
|
+34,361
|
+7%
|
|
|
123
|
Joule Financial
Lexington,
Kentucky
|
$38M
|
+$24.6M
|
+336,540
|
+188%
|
|
|
124
|
West Financial Advisors
Des Moines,
Iowa
|
$37.6M
|
+$696K
|
+9,518
|
+2%
|
|
|
125
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.3M
|
-$1.86M
|
-25,366
|
-5%
|
|
