|
101
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$54M
|
-$3.41M
|
-48,278
|
-6%
|
|
|
102
|
Apriem Advisors
Irvine,
California
|
$52.6M
|
+$1.52M
|
+21,479
|
+3%
|
|
|
103
|
SignatureFD
Atlanta,
Georgia
|
$52.6M
|
-$5.31M
|
-75,177
|
-10%
|
|
|
104
|
University of Chicago
Chicago,
Illinois
|
$52M
|
–
|
–
|
–
|
|
|
105
|
Atria Wealth Solutions
New York
|
$50.5M
|
-$2.28M
|
-32,259
|
-4%
|
|
|
106
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$50.2M
|
-$351K
|
-4,967
|
-0.7%
|
|
|
107
|
Manning & Napier Group
Fairport,
New York
|
$50.1M
|
–
|
–
|
–
|
|
|
108
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$50.1M
|
+$920K
|
+13,024
|
+2%
|
|
|
109
|
Partners in Financial Planning
Salem,
Virginia
|
$48.4M
|
+$2.15M
|
+30,413
|
+5%
|
|
|
110
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$47.8M
|
–
|
–
|
–
|
|
|
111
|
Twele Capital Management
Minnetonka,
Minnesota
|
$47.3M
|
+$1.28M
|
+18,121
|
+3%
|
|
|
112
|
SoFi Wealth
San Francisco,
California
|
$46.7M
|
+$2.94M
|
+41,707
|
+7%
|
|
|
113
|
Cetera Advisors
Denver,
Colorado
|
$46.1M
|
-$1.92M
|
-27,245
|
-4%
|
|
|
114
|
West Financial Advisors
Des Moines,
Iowa
|
$45.6M
|
+$3.4M
|
+48,146
|
+8%
|
|
|
115
|
Summit Trail Advisors
New York
|
$45.6M
|
+$43.8M
|
+620,157
|
New
|
|
|
116
|
Joule Financial
Lexington,
Kentucky
|
$44.6M
|
-$773K
|
-10,947
|
-2%
|
|
|
117
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$44.2M
|
+$1.32M
|
+18,690
|
+3%
|
|
|
118
|
Trust Company
Manhattan,
Kansas
|
$44.1M
|
+$42.4M
|
+599,978
|
+399,985%
|
|
|
119
|
Newton One Investments
Newark,
Delaware
|
$43.5M
|
+$19.1M
|
+271,167
|
+85%
|
|
|
120
|
Cambridge Advisors
Omaha,
Nebraska
|
$43.3M
|
-$2.69M
|
-38,092
|
-6%
|
|
|
121
|
|
$42.8M
|
+$882K
|
+12,497
|
+2%
|
|
|
122
|
Fiducient Advisors
Chicago,
Illinois
|
$42.7M
|
+$2.38M
|
+33,692
|
+6%
|
|
|
123
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$42.7M
|
-$15.9M
|
-225,230
|
-28%
|
|
|
124
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$42.1M
|
–
|
–
|
–
|
|
|
125
|
Equitable Holdings
New York
|
$41.7M
|
+$597K
|
+8,452
|
+2%
|
|
