|
101
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$41.7M
|
+$2.52M
|
+67,300
|
+6%
|
|
|
102
|
Oppenheimer Asset Management
New York
|
$41.3M
|
-$2.51M
|
-67,235
|
-6%
|
|
|
103
|
Wealthspire Advisors (New York)
New York
|
$40.6M
|
+$11M
|
+293,115
|
+36%
|
|
|
104
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$39.9M
|
+$3.32M
|
+88,755
|
+9%
|
|
|
105
|
Destination Wealth Management
Walnut Creek,
California
|
$39.5M
|
-$668K
|
-17,880
|
-2%
|
|
|
106
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$38.9M
|
+$2.08M
|
+55,575
|
+6%
|
|
|
107
|
Lutz Financial Services
Omaha,
Nebraska
|
$38.9M
|
+$168K
|
+4,485
|
+0.4%
|
|
|
108
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$38.9M
|
-$1.34M
|
-35,880
|
-3%
|
|
|
109
|
Ballentine Partners
Waltham,
Massachusetts
|
$38.4M
|
-$877K
|
-23,460
|
-2%
|
|
|
110
|
Tarbox Family Office
Newport Beach,
California
|
$37.8M
|
+$673K
|
+18,000
|
+2%
|
|
|
111
|
ALPS Advisors
Denver,
Colorado
|
$37.7M
|
-$1.84M
|
-49,350
|
-5%
|
|
|
112
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$37.4M
|
+$2.21M
|
+58,995
|
+6%
|
|
|
113
|
HSBC Holdings
London,
United Kingdom
|
$37.4M
|
-$401K
|
-10,715
|
-1%
|
|
|
114
|
Modera Wealth Management
Westwood,
New Jersey
|
$36.8M
|
-$1.81M
|
-48,400
|
-5%
|
|
|
115
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$36.3M
|
+$36.6M
|
+980,000
|
New
|
|
|
116
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$36.3M
|
+$4.92M
|
+131,645
|
+16%
|
|
|
117
|
Planning Alternatives
Birmingham,
Michigan
|
$36.1M
|
+$10.5M
|
+281,515
|
+41%
|
|
|
118
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$35.2M
|
-$83K
|
-2,220
|
-0.2%
|
|
|
119
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34.3M
|
+$27.8M
|
+743,480
|
+410%
|
|
|
120
|
Goelzer Investment Management
Carmel,
Indiana
|
$34.2M
|
+$911K
|
+24,380
|
+3%
|
|
|
121
|
Voya Financial Advisors
Windsor,
Connecticut
|
$33.9M
|
-$31.7M
|
-846,795
|
-48%
|
|
|
122
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$33.7M
|
+$1.96M
|
+52,340
|
+6%
|
|
|
123
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33.5M
|
-$8.14M
|
-217,730
|
-20%
|
|
|
124
|
Sigma Investment Counselors
Northville,
Michigan
|
$33.4M
|
-$28.3M
|
-756,070
|
-46%
|
|
|
125
|
Cerity Partners OCIO
New York
|
$33.2M
|
-$3.06M
|
-81,845
|
-8%
|
|
