|
151
|
Rockefeller Capital Management
New York
|
$23.2M
|
+$1.3M
|
+21,464
|
+6%
|
|
|
152
|
Capital Advantage
Walnut Creek,
California
|
$23.1M
|
+$22.8M
|
+378,559
|
New
|
|
|
153
|
NewEdge Advisors
New Orleans,
Louisiana
|
$23.1M
|
+$11.9M
|
+197,331
|
+111%
|
|
|
154
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$23.1M
|
+$306K
|
+5,062
|
+1%
|
|
|
155
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$22.4M
|
+$2.61M
|
+43,255
|
+13%
|
|
|
156
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$22.3M
|
-$480K
|
-7,959
|
-2%
|
|
|
157
|
F3Logic
Burnsville,
Minnesota
|
$21.9M
|
-$3.49M
|
-57,750
|
-14%
|
|
|
158
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$21.9M
|
-$2.91M
|
-48,282
|
-12%
|
|
|
159
|
Truepoint Inc
Cincinnati,
Ohio
|
$21.2M
|
+$3.63M
|
+60,084
|
+21%
|
|
|
160
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$21.1M
|
+$212K
|
+3,512
|
+1%
|
|
|
161
|
BSW Wealth Partners
Boulder,
Colorado
|
$21M
|
-$1.72M
|
-28,571
|
-8%
|
|
|
162
|
LVZ Inc
Holland,
Michigan
|
$20.8M
|
+$10.4M
|
+172,042
|
+102%
|
|
|
163
|
Pathstone Family Office
Englewood,
New Jersey
|
$20.3M
|
-$2.77M
|
-45,822
|
-12%
|
|
|
164
|
Community Bank
Dewitt,
New York
|
$20.2M
|
+$208K
|
+3,439
|
+1%
|
|
|
165
|
Regis Management Company
Menlo Park,
California
|
$20.1M
|
+$1.18M
|
+19,616
|
+6%
|
|
|
166
|
Regions Financial Corp
Birmingham,
Alabama
|
$20M
|
-$664K
|
-11,004
|
-3%
|
|
|
167
|
Global Retirement Partners
San Rafael,
California
|
$19.7M
|
+$1.4M
|
+23,205
|
+8%
|
|
|
168
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$19.6M
|
+$4.12M
|
+68,246
|
+27%
|
|
|
169
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$4.43M
|
+73,467
|
+30%
|
|
|
170
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$19.2M
|
-$78.6K
|
-1,302
|
-0.4%
|
|
|
171
|
FDx Advisors
Chicago,
Illinois
|
$18.8M
|
-$38.8M
|
-642,031
|
-68%
|
|
|
172
|
Colony Group
Boston,
Massachusetts
|
$18.8M
|
+$2.43M
|
+40,297
|
+15%
|
|
|
173
|
Trek Financial
Scottsdale,
Arizona
|
$18.7M
|
+$5.05M
|
+83,642
|
+38%
|
|
|
174
|
Comerica Bank
Dallas,
Texas
|
$18.6M
|
-$1.97M
|
-32,567
|
-10%
|
|
|
175
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$18.4M
|
+$563K
|
+9,333
|
+3%
|
|
