|
101
|
AE Wealth Management
Topeka,
Kansas
|
$52.1M
|
+$11.8M
|
+279,425
|
+33%
|
|
|
102
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$51.8M
|
+$5.03M
|
+119,375
|
+12%
|
|
|
103
|
M&T Bank
Buffalo,
New York
|
$51.8M
|
-$2.3M
|
-54,580
|
-5%
|
|
|
104
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$51.1M
|
+$1.47M
|
+34,935
|
+3%
|
|
|
105
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$50.7M
|
-$3M
|
-71,230
|
-6%
|
|
|
106
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$50M
|
-$1.61M
|
-38,250
|
-3%
|
|
|
107
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$49.9M
|
+$11M
|
+261,440
|
+32%
|
|
|
108
|
Lutz Financial Services
Omaha,
Nebraska
|
$49.2M
|
+$919K
|
+21,810
|
+2%
|
|
|
109
|
Oppenheimer Asset Management
New York
|
$49.1M
|
-$1.97M
|
-46,755
|
-4%
|
|
|
110
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$48.6M
|
+$6.99M
|
+165,845
|
+19%
|
|
|
111
|
Destination Wealth Management
Walnut Creek,
California
|
$48.5M
|
-$455K
|
-10,805
|
-1%
|
|
|
112
|
Planning Alternatives
Birmingham,
Michigan
|
$47.6M
|
+$2.64M
|
+62,710
|
+6%
|
|
|
113
|
Rafferty Asset Management
New York
|
$47.5M
|
+$13.4M
|
+317,655
|
+44%
|
|
|
114
|
Tarbox Family Office
Newport Beach,
California
|
$47.2M
|
+$247K
|
+5,855
|
+0.6%
|
|
|
115
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$47.1M
|
+$1.89M
|
+44,905
|
+5%
|
|
|
116
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$46.6M
|
-$1.41M
|
-33,570
|
-3%
|
|
|
117
|
Ballentine Partners
Waltham,
Massachusetts
|
$46.5M
|
-$1.01M
|
-24,015
|
-2%
|
|
|
118
|
HSBC Holdings
London,
United Kingdom
|
$46M
|
-$282K
|
-6,685
|
-0.7%
|
|
|
119
|
Steward Partners Investment Advisory
New York
|
$45.2M
|
+$20.8M
|
+494,265
|
+101%
|
|
|
120
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$45.1M
|
+$1.38M
|
+32,735
|
+3%
|
|
|
121
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$44.9M
|
+$2.8M
|
+66,510
|
+7%
|
|
|
122
|
Charles Schwab
San Francisco,
California
|
$44.5M
|
-$12.9M
|
-307,255
|
-24%
|
|
|
123
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$44.4M
|
-$7.25M
|
-172,055
|
-15%
|
|
|
124
|
Modera Wealth Management
Westwood,
New Jersey
|
$44.3M
|
-$1.25M
|
-29,730
|
-3%
|
|
|
125
|
Voya Financial Advisors
Windsor,
Connecticut
|
$44M
|
+$1.6M
|
+38,015
|
+4%
|
|
