|
76
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$23.2M
|
+$3.43M
|
+150,482
|
+18%
|
|
|
77
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$22.9M
|
+$1.28M
|
+56,400
|
+6%
|
|
|
78
|
|
$22.7M
|
+$11.9M
|
+520,924
|
+110%
|
|
|
79
|
Stifel Financial
St. Louis,
Missouri
|
$22.1M
|
+$222K
|
+9,735
|
+1%
|
|
|
80
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$21.8M
|
+$21.6M
|
+950,000
|
New
|
|
|
81
|
Financial Advocates Investment Management
Olympia,
Washington
|
$21.7M
|
+$1.46M
|
+64,088
|
+7%
|
|
|
82
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$20.9M
|
-$85.7M
|
-3,764,567
|
-81%
|
|
|
83
|
Seneca Financial Advisors
Rochester,
New York
|
$20.7M
|
+$1.97M
|
+86,403
|
+11%
|
|
|
84
|
Prudential plc
London, England,
United Kingdom
|
$20M
|
+$18.5M
|
+812,946
|
+1,378%
|
|
|
85
|
Capital Planning Advisors
Roseville,
California
|
$19.8M
|
-$1.47M
|
-64,573
|
-7%
|
|
|
86
|
Park Avenue Securities
New York
|
$19.8M
|
+$4.66M
|
+204,418
|
+31%
|
|
|
87
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$19.5M
|
+$2.11M
|
+92,833
|
+12%
|
|
|
88
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$19.4M
|
-$4.85M
|
-213,176
|
-20%
|
|
|
89
|
DDFG Inc
Thousand Oaks,
California
|
$19.2M
|
+$518K
|
+22,759
|
+3%
|
|
|
90
|
Savant Capital
Rockford,
Illinois
|
$19.2M
|
-$2.78M
|
-121,879
|
-13%
|
|
|
91
|
Annandale Capital
Dallas,
Texas
|
$18.7M
|
-$393K
|
-17,240
|
-2%
|
|
|
92
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$18.4M
|
+$2.09M
|
+91,880
|
+13%
|
|
|
93
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.2M
|
-$11.7M
|
-514,746
|
-39%
|
|
|
94
|
Strategic Blueprint
Atlanta,
Georgia
|
$18M
|
+$88.2K
|
+3,874
|
+0.5%
|
|
|
95
|
Equitable Holdings
New York
|
$17.7M
|
+$1.66M
|
+72,997
|
+10%
|
|
|
96
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.3M
|
+$1.14M
|
+49,876
|
+7%
|
|
|
97
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.2M
|
-$411K
|
-18,044
|
-2%
|
|
|
98
|
Global Retirement Partners
San Rafael,
California
|
$16.7M
|
+$16.5M
|
+726,716
|
New
|
|
|
99
|
Envision Financial Planning
Memphis,
Tennessee
|
$16.5M
|
+$621K
|
+27,291
|
+4%
|
|
|
100
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$15.3M
|
+$22.8K
|
+1,002
|
+0.2%
|
|
