|
126
|
Destination Wealth Management
Walnut Creek,
California
|
$71.5M
|
+$1.03M
|
+14,804
|
+1%
|
|
|
127
|
Axxcess Wealth Management
Carlsbad,
California
|
$70.8M
|
-$60.6K
|
-874
|
-0.1%
|
|
|
128
|
Crewe Advisors
Salt Lake City,
Utah
|
$68.4M
|
+$5.75M
|
+82,824
|
+9%
|
|
|
129
|
Hancock Whitney
Gulfport,
Mississippi
|
$66M
|
+$9.84M
|
+141,880
|
+18%
|
|
|
130
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$65.9M
|
-$3.25M
|
-46,875
|
-5%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$65.7M
|
+$1.6M
|
+23,068
|
+2%
|
|
|
132
|
Summit Financial Strategies
Columbus,
Ohio
|
$65.7M
|
+$8.88M
|
+128,040
|
+15%
|
|
|
133
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$65.6M
|
+$1.55M
|
+22,360
|
+3%
|
|
|
134
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$65M
|
-$1.27M
|
-18,342
|
-2%
|
|
|
135
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$64M
|
+$185K
|
+2,670
|
+0.3%
|
|
|
136
|
Kestra Advisory Services
Austin,
Texas
|
$63.7M
|
-$2.62M
|
-37,838
|
-4%
|
|
|
137
|
Bangor Savings Bank
Bangor,
Maine
|
$62.6M
|
-$2.6M
|
-37,425
|
-4%
|
|
|
138
|
Clearstead Advisors
Cleveland,
Ohio
|
$62.6M
|
-$956K
|
-13,779
|
-1%
|
|
|
139
|
TIAA-CREF Individual & Institutional Services
New York
|
$62.6M
|
+$64.3M
|
+927,166
|
New
|
|
|
140
|
Arrow Financial
Glens Falls,
New York
|
$62.4M
|
+$6.53M
|
+94,167
|
+11%
|
|
|
141
|
CKW Financial Group
Honolulu,
Hawaii
|
$62.3M
|
+$602K
|
+8,675
|
+1%
|
|
|
142
|
Chandler Asset Management
San Diego,
California
|
$61.5M
|
-$39.2M
|
-564,870
|
-38%
|
|
|
143
|
MBL Wealth
Charlotte,
North Carolina
|
$61.4M
|
+$2.87M
|
+41,377
|
+5%
|
|
|
144
|
Quotient Wealth Partners
Dallas,
Texas
|
$61.3M
|
+$62.2M
|
+896,063
|
+8,114%
|
|
|
145
|
Charter Capital Management
Brookfield,
Wisconsin
|
$61M
|
+$1.14M
|
+16,503
|
+2%
|
|
|
146
|
Valmark Advisers
Akron,
Ohio
|
$60.8M
|
-$58.8K
|
-847
|
-0.1%
|
|
|
147
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$60.7M
|
–
|
–
|
–
|
|
|
148
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$60.4M
|
+$16.4M
|
+235,736
|
+36%
|
|
|
149
|
Waverly Advisors
Birmingham,
Alabama
|
$58.8M
|
-$841K
|
-12,117
|
-1%
|
|
|
150
|
Magnus Financial Group
New York
|
$58M
|
+$3.02M
|
+43,464
|
+5%
|
|
