|
101
|
Pathstone Holdings
Englewood,
New Jersey
|
$68.3M
|
+$912K
|
+18,202
|
+1%
|
|
|
102
|
SigFig Wealth Management
San Francisco,
California
|
$67.4M
|
-$2.13M
|
-42,451
|
-3%
|
|
|
103
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$66.4M
|
-$3M
|
-60,000
|
-4%
|
|
|
104
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$65.9M
|
-$3.3M
|
-65,856
|
-5%
|
|
|
105
|
Neuberger Berman Group
New York
|
$65.4M
|
-$569K
|
-11,369
|
-0.9%
|
|
|
106
|
Cresset Asset Management
Chicago,
Illinois
|
$63.3M
|
-$6.52M
|
-130,222
|
-10%
|
|
|
107
|
Comerica Bank
Dallas,
Texas
|
$62.8M
|
-$475K
|
-9,480
|
-0.8%
|
|
|
108
|
Cetera Advisor Networks
El Segundo,
California
|
$62.2M
|
-$371K
|
-7,416
|
-0.6%
|
|
|
109
|
MCF Advisors
Covington,
Kentucky
|
$62M
|
+$1.31M
|
+26,153
|
+2%
|
|
|
110
|
Destination Wealth Management
Walnut Creek,
California
|
$61.9M
|
+$5.02M
|
+100,271
|
+9%
|
|
|
111
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$58.3M
|
+$2.88M
|
+57,478
|
+5%
|
|
|
112
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$58.1M
|
-$351K
|
-7,000
|
-0.6%
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.6M
|
-$75.9M
|
-1,515,438
|
-58%
|
|
|
114
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$57.4M
|
+$3.99M
|
+79,715
|
+8%
|
|
|
115
|
Allspring Global Investments
Charlotte,
North Carolina
|
$55.8M
|
+$10.5M
|
+210,170
|
+24%
|
|
|
116
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$55.4M
|
+$186K
|
+3,711
|
+0.3%
|
|
|
117
|
Adventist Health System West
Roseville,
California
|
$55.1M
|
–
|
–
|
–
|
|
|
118
|
AE Wealth Management
Topeka,
Kansas
|
$55M
|
-$76.1M
|
-1,519,821
|
-59%
|
|
|
119
|
Fusion Family Wealth
Woodbury,
New York
|
$53.9M
|
-$205K
|
-4,085
|
-0.4%
|
|
|
120
|
Citadel Advisors
Miami,
Florida
|
$52.2M
|
+$48.9M
|
+976,510
|
+2,759%
|
|
|
121
|
Aspiriant LLC
Los Angeles,
California
|
$51.2M
|
-$3.22M
|
-64,373
|
-6%
|
|
|
122
|
Clarius Group LLC
Seattle,
Washington
|
$50.4M
|
-$2.59M
|
-51,652
|
-5%
|
|
|
123
|
Bessemer Group
Woodbridge,
New Jersey
|
$50.1M
|
+$15.9M
|
+317,233
|
+49%
|
|
|
124
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$49.9M
|
+$14.1M
|
+280,592
|
+41%
|
|
|
125
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$49.8M
|
+$48.4M
|
+965,906
|
New
|
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