|
101
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$32.3M
|
-$6.65M
|
-178,930
|
-13%
|
|
|
102
|
Bessemer Group
Woodbridge,
New Jersey
|
$32.2M
|
-$4.44M
|
-119,325
|
-10%
|
|
|
103
|
ALPS Advisors
Denver,
Colorado
|
$31.9M
|
+$1.25M
|
+33,525
|
+3%
|
|
|
104
|
Altium Wealth Management
Purchase,
New York
|
$31.8M
|
-$276K
|
-7,420
|
-0.7%
|
|
|
105
|
Modera Wealth Management
Westwood,
New Jersey
|
$31.7M
|
-$674K
|
-18,120
|
-2%
|
|
|
106
|
HSBC Holdings
London,
United Kingdom
|
$30.2M
|
-$415K
|
-11,170
|
-1%
|
|
|
107
|
Cerity Partners OCIO
New York
|
$29.6M
|
-$9.19M
|
-247,240
|
-19%
|
|
|
108
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$29.3M
|
+$10.2M
|
+275,230
|
+37%
|
|
|
109
|
Destination Wealth Management
Walnut Creek,
California
|
$29.2M
|
+$1.47M
|
+39,650
|
+4%
|
|
|
110
|
Tarbox Family Office
Newport Beach,
California
|
$29.1M
|
-$8.89M
|
-239,125
|
-19%
|
|
|
111
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$28.7M
|
-$15.5M
|
-417,045
|
-29%
|
|
|
112
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$28M
|
+$9.85M
|
+264,800
|
+37%
|
|
|
113
|
Citizens Financial Group
Providence,
Rhode Island
|
$27.9M
|
-$1.2M
|
-32,305
|
-3%
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.9M
|
-$718K
|
-19,305
|
-2%
|
|
|
115
|
|
$27.6M
|
+$34.2M
|
+919,490
|
+2,246%
|
|
|
116
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.5M
|
–
|
–
|
–
|
|
|
117
|
Twele Capital Management
Minnetonka,
Minnesota
|
$27.1M
|
+$8.18M
|
+219,925
|
+31%
|
|
|
118
|
Magnus Financial Group
New York
|
$26.5M
|
+$2.93M
|
+78,810
|
+9%
|
|
|
119
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$26.3M
|
+$395K
|
+10,630
|
+1%
|
|
|
120
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$25.9M
|
+$914K
|
+24,590
|
+3%
|
|
|
121
|
Affiance Financial
St. Louis Park,
Minnesota
|
$25.8M
|
+$2.69M
|
+72,400
|
+9%
|
|
|
122
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25.8M
|
-$2.11M
|
-56,785
|
-6%
|
|
|
123
|
First Horizon Advisors
Memphis,
Tennessee
|
$25.8M
|
+$1.59M
|
+42,735
|
+5%
|
|
|
124
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$25.8M
|
-$13.3M
|
-358,035
|
-29%
|
|
|
125
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$25.2M
|
–
|
–
|
–
|
|
