|
101
|
Pathstone Family Office
Englewood,
New Jersey
|
$65M
|
+$1.52M
|
+21,324
|
+2%
|
|
|
102
|
|
$64.8M
|
+$4.67M
|
+65,316
|
+8%
|
|
|
103
|
Cabot-Wellington
Boston,
Massachusetts
|
$64.8M
|
-$13.4K
|
-188
|
-0%
|
|
|
104
|
Vicus Capital
State College,
Pennsylvania
|
$64.6M
|
+$883K
|
+12,355
|
+1%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$63.2M
|
-$12.1M
|
-168,775
|
-16%
|
|
|
106
|
Avidian Wealth Enterprises
Houston,
Texas
|
$62.8M
|
-$19.3M
|
-269,864
|
-24%
|
|
|
107
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$62.4M
|
-$643K
|
-9,000
|
-1%
|
|
|
108
|
Pure Financial Advisors
San Diego,
California
|
$61M
|
+$8.06M
|
+112,822
|
+15%
|
|
|
109
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$60.9M
|
-$677K
|
-9,467
|
-1%
|
|
|
110
|
Bailard
Foster City,
California
|
$59.9M
|
-$207K
|
-2,895
|
-0.3%
|
|
|
111
|
RPTC Inc
Jackson,
Wyoming
|
$59.7M
|
–
|
–
|
–
|
|
|
112
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$59.4M
|
+$4.7M
|
+65,703
|
+9%
|
|
|
113
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$59.2M
|
+$58.7M
|
+822,101
|
New
|
|
|
114
|
Equitable Holdings
New York
|
$59.2M
|
-$2.99M
|
-41,884
|
-5%
|
|
|
115
|
Dan L. Duncan Foundation
Houston,
Texas
|
$58.7M
|
–
|
–
|
–
|
|
|
116
|
First Business Financial Services
Madison,
Wisconsin
|
$58.6M
|
+$2.73M
|
+38,262
|
+5%
|
|
|
117
|
First Command Bank
Fort Worth,
Texas
|
$58.1M
|
+$1.34M
|
+18,719
|
+2%
|
|
|
118
|
First Command Financial Services
Fort Worth,
Texas
|
$58.1M
|
+$1.34M
|
+18,719
|
+2%
|
|
|
119
|
Berman Capital Advisors
Atlanta,
Georgia
|
$57.6M
|
+$6.24M
|
+87,302
|
+12%
|
|
|
120
|
PFS Investments
Duluth,
Georgia
|
$57.4M
|
+$5M
|
+69,945
|
+10%
|
|
|
121
|
Center for Financial Planning
Southfied,
Michigan
|
$57.1M
|
+$85.2K
|
+1,192
|
+0.2%
|
|
|
122
|
Lenox Wealth Advisors
New York
|
$56.7M
|
-$3.27M
|
-45,772
|
-5%
|
|
|
123
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$56.6M
|
+$42.6M
|
+595,475
|
+313%
|
|
|
124
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$56.5M
|
+$53.9M
|
+754,042
|
+2,447%
|
|
|
125
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$56M
|
–
|
–
|
–
|
|
