|
76
|
MAI Capital Management
Independence,
Ohio
|
$183M
|
+$12.6M
|
+159,049
|
+8%
|
|
|
77
|
Matson Money Inc
Mason,
Ohio
|
$182M
|
-$41.4K
|
-522
|
-0%
|
|
|
78
|
CKW Financial Group
Honolulu,
Hawaii
|
$180M
|
-$1.42M
|
-17,946
|
-0.8%
|
|
|
79
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$179M
|
+$9.06M
|
+114,159
|
+6%
|
|
|
80
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$176M
|
+$2.21M
|
+27,798
|
+1%
|
|
|
81
|
Focus Partners Wealth
Boston,
Massachusetts
|
$175M
|
+$21.7M
|
+273,264
|
+15%
|
|
|
82
|
|
$175M
|
–
|
–
|
–
|
|
|
83
|
Quotient Wealth Partners
Dallas,
Texas
|
$174M
|
+$1.55M
|
+19,486
|
+0.9%
|
|
|
84
|
Rockefeller Capital Management
New York
|
$172M
|
+$13.7M
|
+172,115
|
+9%
|
|
|
85
|
Midland Wealth Advisors
Effingham,
Illinois
|
$171M
|
+$373K
|
+4,703
|
+0.2%
|
|
|
86
|
Balentine LLC
Atlanta,
Georgia
|
$170M
|
+$145M
|
+1,826,562
|
+869%
|
|
|
87
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$169M
|
+$6.26M
|
+78,907
|
+4%
|
|
|
88
|
Passaic Partners
Newark,
New Jersey
|
$168M
|
-$1.36M
|
-17,100
|
-0.8%
|
|
|
89
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$167M
|
+$154M
|
+1,942,058
|
+3,531%
|
|
|
90
|
Charles Schwab
San Francisco,
California
|
$164M
|
-$67.2M
|
-847,150
|
-30%
|
|
|
91
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$163M
|
+$7.92M
|
+99,749
|
+5%
|
|
|
92
|
Avidian Wealth Enterprises
Houston,
Texas
|
$160M
|
+$3.64M
|
+45,917
|
+2%
|
|
|
93
|
Investure LLC
Charlottesville,
Virginia
|
$160M
|
-$8.58M
|
-108,078
|
-5%
|
|
|
94
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$160M
|
+$10.9M
|
+137,188
|
+8%
|
|
|
95
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$157M
|
-$12.6M
|
-159,224
|
-8%
|
|
|
96
|
Nuveen
Charlotte,
North Carolina
|
$155M
|
–
|
–
|
–
|
|
|
97
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$151M
|
-$1.81M
|
-22,843
|
-1%
|
|
|
98
|
Choreo LLC
Rockford,
Illinois
|
$144M
|
+$26M
|
+328,167
|
+23%
|
|
|
99
|
First Business Financial Services
Madison,
Wisconsin
|
$142M
|
-$631K
|
-7,945
|
-0.5%
|
|
|
100
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$138M
|
+$54.3M
|
+684,548
|
+70%
|
|
