|
76
|
TIAA FSB
Jacksonville,
Florida
|
$7.45M
|
+$7.79M
|
+202,820
|
New
|
|
|
77
|
SteelPeak Wealth
Woodland Hills,
California
|
$7.44M
|
+$1.49M
|
+38,828
|
+24%
|
|
|
78
|
Advisory Services Network
Atlanta,
Georgia
|
$7.09M
|
+$433K
|
+11,275
|
+6%
|
|
|
79
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.99M
|
+$1.06M
|
+27,690
|
+17%
|
|
|
80
|
PAX Financial Group
San Antonio,
Texas
|
$6.78M
|
-$308K
|
-8,034
|
-4%
|
|
|
81
|
IMPACTfolio
Denver,
Colorado
|
$6.74M
|
+$2.68M
|
+69,815
|
+61%
|
|
|
82
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$6.61M
|
–
|
–
|
–
|
|
|
83
|
Empirical Wealth Management
Seattle,
Washington
|
$6.58M
|
+$1.2M
|
+31,136
|
+21%
|
|
|
84
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$6.51M
|
–
|
–
|
–
|
|
|
85
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.49M
|
+$805K
|
+20,958
|
+13%
|
|
|
86
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.46M
|
+$320K
|
+8,335
|
+5%
|
|
|
87
|
Highland Private Wealth Management
Bellevue,
Washington
|
$6.34M
|
-$583K
|
-15,176
|
-8%
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$6.14M
|
-$4.08M
|
-106,279
|
-39%
|
|
|
89
|
Hobart Private Capital
Charlotte,
North Carolina
|
$6.09M
|
+$950K
|
+24,752
|
+18%
|
|
|
90
|
Oxford Financial Group
Carmel,
Indiana
|
$5.89M
|
+$233K
|
+6,077
|
+4%
|
|
|
91
|
Spectrum Management Group
Indianapolis,
Indiana
|
$5.8M
|
+$1.63M
|
+42,393
|
+37%
|
|
|
92
|
One Advisory Partners
Overland Park,
Kansas
|
$5.74M
|
+$1.29M
|
+33,510
|
+27%
|
|
|
93
|
SEI Investments
Oaks,
Pennsylvania
|
$5.74M
|
+$618K
|
+16,086
|
+11%
|
|
|
94
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.74M
|
+$934K
|
+24,330
|
+18%
|
|
|
95
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5.62M
|
-$14.8K
|
-385
|
-0.3%
|
|
|
96
|
WrapManager Inc
Mill Valley,
California
|
$5.57M
|
+$607K
|
+15,801
|
+12%
|
|
|
97
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$5.5M
|
+$1.22M
|
+31,853
|
+23%
|
|
|
98
|
Summit X LLC
Chesterfield,
Missouri
|
$5.47M
|
+$1.45M
|
+37,821
|
+34%
|
|
|
99
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.39M
|
-$271K
|
-7,046
|
-5%
|
|
|
100
|
Tri-Star Advisors
Houston,
Texas
|
$5.29M
|
+$1.22M
|
+31,790
|
+25%
|
|
