|
101
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$78.5M
|
-$952K
|
-15,331
|
-1%
|
|
|
102
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$77.1M
|
+$2.58M
|
+41,478
|
+3%
|
|
|
103
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$77.1M
|
+$2.97M
|
+47,880
|
+4%
|
|
|
104
|
RMR Wealth Builders
Montclair,
New Jersey
|
$76.7M
|
+$6.19M
|
+99,738
|
+8%
|
|
|
105
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$74.9M
|
-$789K
|
-12,707
|
-1%
|
|
|
106
|
Lee Financial
Dallas,
Texas
|
$74.4M
|
-$700K
|
-11,277
|
-0.9%
|
|
|
107
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$74M
|
+$1.17M
|
+18,760
|
+2%
|
|
|
108
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$72.5M
|
+$5.1M
|
+82,081
|
+7%
|
|
|
109
|
Planning Alternatives
Birmingham,
Michigan
|
$72.3M
|
+$3.01M
|
+48,397
|
+4%
|
|
|
110
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$70.6M
|
+$738K
|
+11,891
|
+1%
|
|
|
111
|
Equitable Holdings
New York
|
$67.9M
|
-$1.41M
|
-22,775
|
-2%
|
|
|
112
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$67.8M
|
+$1.02M
|
+16,414
|
+1%
|
|
|
113
|
Goelzer Investment Management
Carmel,
Indiana
|
$67.2M
|
+$1.15M
|
+18,511
|
+2%
|
|
|
114
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$66.6M
|
+$41M
|
+660,514
|
+137%
|
|
|
115
|
Ballentine Partners
Waltham,
Massachusetts
|
$66.2M
|
-$622K
|
-10,016
|
-0.9%
|
|
|
116
|
Vicus Capital
State College,
Pennsylvania
|
$66M
|
-$9.6M
|
-154,561
|
-12%
|
|
|
117
|
Harbour Investments
Madison,
Wisconsin
|
$65.6M
|
+$2.1M
|
+33,866
|
+3%
|
|
|
118
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$65.5M
|
+$1.41M
|
+22,668
|
+2%
|
|
|
119
|
Tarbox Family Office
Newport Beach,
California
|
$65.2M
|
-$638K
|
-10,277
|
-0.9%
|
|
|
120
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$64.6M
|
-$389K
|
-6,266
|
-0.6%
|
|
|
121
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$64.4M
|
–
|
–
|
–
|
|
|
122
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$63.9M
|
+$2.43M
|
+39,161
|
+4%
|
|
|
123
|
AllianceBernstein
Nashville,
Tennessee
|
$63.1M
|
+$2.95M
|
+47,494
|
+5%
|
|
|
124
|
Coldstream Capital Management
Bellevue,
Washington
|
$62.5M
|
+$48.1M
|
+774,912
|
+262%
|
|
|
125
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$61.4M
|
-$5.55M
|
-89,415
|
-8%
|
|
