|
76
|
Curi Wealth Management
Raleigh,
North Carolina
|
$21.8M
|
+$1.98M
|
+16,869
|
+10%
|
|
|
77
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$21.7M
|
+$350K
|
+2,988
|
+2%
|
|
|
78
|
Bank of New York Mellon
New York
|
$21.7M
|
-$126K
|
-1,079
|
-0.6%
|
|
|
79
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$21.3M
|
+$7.35M
|
+62,744
|
+51%
|
|
|
80
|
Principle Wealth Partners
Madison,
Connecticut
|
$21M
|
+$213K
|
+1,822
|
+1%
|
|
|
81
|
Hantz Financial Services
Southfield,
Michigan
|
$20.2M
|
+$7.74M
|
+66,118
|
+60%
|
|
|
82
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
+$953K
|
+8,136
|
+5%
|
|
|
83
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$19.6M
|
+$1.59M
|
+13,603
|
+9%
|
|
|
84
|
US Bancorp
Minneapolis,
Minnesota
|
$19.4M
|
+$1.78M
|
+15,182
|
+10%
|
|
|
85
|
Raub Brock Capital Management
Larkspur,
California
|
$19.1M
|
-$25.2K
|
-215
|
-0.1%
|
|
|
86
|
Willis Johnson & Associates
Houston,
Texas
|
$18.2M
|
+$3.85M
|
+32,913
|
+26%
|
|
|
87
|
Juniper Hill Capital Management
Menlo Park,
California
|
$17.7M
|
–
|
–
|
–
|
|
|
88
|
Keel Point
Huntsville,
Alabama
|
$17.6M
|
+$2.95M
|
+25,170
|
+20%
|
|
|
89
|
ING Group
Amsterdam,
Netherlands
|
$17.5M
|
+$17.8M
|
+151,800
|
New
|
|
|
90
|
DDFG Inc
Thousand Oaks,
California
|
$16.8M
|
+$510K
|
+4,357
|
+3%
|
|
|
91
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$16.7M
|
+$95.7K
|
+817
|
+0.6%
|
|
|
92
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$16.3M
|
+$5.4M
|
+46,070
|
+48%
|
|
|
93
|
Atria Wealth Solutions
New York
|
$16M
|
+$1.73M
|
+14,773
|
+12%
|
|
|
94
|
Eley Financial Management
South Burlington,
Vermont
|
$15.8M
|
+$895K
|
+7,642
|
+6%
|
|
|
95
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$15.7M
|
-$128K
|
-1,095
|
-0.8%
|
|
|
96
|
Strategic Wealth Partners
Independence,
Ohio
|
$15.4M
|
+$831K
|
+7,099
|
+6%
|
|
|
97
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15.1M
|
+$7.53M
|
+64,312
|
+96%
|
|
|
98
|
Citizens Financial Group
Providence,
Rhode Island
|
$15M
|
+$2.75M
|
+23,440
|
+22%
|
|
|
99
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.9M
|
+$3.29M
|
+28,124
|
+28%
|
|
|
100
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$14.7M
|
+$132K
|
+1,124
|
+0.9%
|
|
