|
201
|
TFC Financial Management
Boston,
Massachusetts
|
$60.9M
|
-$1.68M
|
-21,112
|
-3%
|
|
|
202
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$60.8M
|
+$7.27M
|
+91,227
|
+14%
|
|
|
203
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$60.3M
|
-$25.9M
|
-324,837
|
-31%
|
|
|
204
|
AlphaCore Capital
La Jolla,
California
|
$59.1M
|
+$4.38M
|
+55,012
|
+8%
|
|
|
205
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$58.8M
|
+$167K
|
+2,097
|
+0.3%
|
|
|
206
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$58.5M
|
–
|
–
|
–
|
|
|
207
|
HSBC Holdings
London,
United Kingdom
|
$58.3M
|
-$357K
|
-4,484
|
-0.6%
|
|
|
208
|
Concurrent Investment Advisors
Tampa,
Florida
|
$57.6M
|
+$6.12M
|
+76,816
|
+12%
|
|
|
209
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$56.9M
|
-$1.98M
|
-24,860
|
-3%
|
|
|
210
|
|
$56.8M
|
+$54.6M
|
+685,262
|
New
|
|
|
211
|
Equitable Holdings
New York
|
$56.4M
|
+$5.87M
|
+73,702
|
+12%
|
|
|
212
|
Arax Advisory Partners
Denver,
Colorado
|
$56.1M
|
+$49.8M
|
+624,734
|
+1,194%
|
|
|
213
|
Kestra Advisory Services
Austin,
Texas
|
$56M
|
+$2.12M
|
+26,625
|
+4%
|
|
|
214
|
MBL Wealth
Charlotte,
North Carolina
|
$55.3M
|
+$954K
|
+11,969
|
+2%
|
|
|
215
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$54.1M
|
+$882K
|
+11,068
|
+2%
|
|
|
216
|
Syon Capital
San Francisco,
California
|
$53.7M
|
-$1.34M
|
-16,775
|
-3%
|
|
|
217
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$52.4M
|
+$191K
|
+2,394
|
+0.4%
|
|
|
218
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$51.5M
|
+$2.28M
|
+28,576
|
+5%
|
|
|
219
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$51.5M
|
-$2.61M
|
-32,752
|
-5%
|
|
|
220
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$50.9M
|
+$6.9M
|
+86,546
|
+16%
|
|
|
221
|
Magnus Financial Group
New York
|
$50.4M
|
+$2.27M
|
+28,453
|
+5%
|
|
|
222
|
Sompo Asset Management
Tokyo,
Japan
|
$50.3M
|
-$4.83M
|
-60,552
|
-9%
|
|
|
223
|
SCS Capital Management
Boston,
Massachusetts
|
$50.3M
|
+$444K
|
+5,570
|
+0.9%
|
|
|
224
|
|
$50.2M
|
-$446K
|
-5,595
|
-0.9%
|
|
|
225
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$50M
|
-$15.7M
|
-196,461
|
-25%
|
|
