|
151
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$51.3M
|
+$723K
|
+12,316
|
+2%
|
|
|
152
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$51M
|
+$48.3M
|
+822,862
|
New
|
|
|
153
|
MBL Wealth
Charlotte,
North Carolina
|
$50.9M
|
+$2.77M
|
+47,229
|
+6%
|
|
|
154
|
Kestra Advisory Services
Austin,
Texas
|
$50.5M
|
-$8.13M
|
-138,412
|
-15%
|
|
|
155
|
|
$49.9M
|
+$1.31M
|
+22,245
|
+3%
|
|
|
156
|
HSBC Holdings
London,
United Kingdom
|
$49.5M
|
+$90.5K
|
+1,542
|
+0.2%
|
|
|
157
|
TD Asset Management
Toronto,
Ontario, Canada
|
$49.5M
|
-$3.2M
|
-54,594
|
-6%
|
|
|
158
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$49.2M
|
-$2.04M
|
-34,814
|
-4%
|
|
|
159
|
Magnus Financial Group
New York
|
$49.2M
|
+$1.07M
|
+18,265
|
+2%
|
|
|
160
|
First Business Financial Services
Madison,
Wisconsin
|
$49M
|
-$199K
|
-3,383
|
-0.4%
|
|
|
161
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$48.8M
|
-$423K
|
-7,206
|
-0.9%
|
|
|
162
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$48.7M
|
+$5.39M
|
+91,821
|
+13%
|
|
|
163
|
American Trust
Lexington,
Kentucky
|
$48.5M
|
+$1.06M
|
+18,062
|
+2%
|
|
|
164
|
Grove Bank & Trust
Miami,
Florida
|
$48.4M
|
+$1.22M
|
+20,846
|
+3%
|
|
|
165
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$48.4M
|
-$520K
|
-8,857
|
-1%
|
|
|
166
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$47.8M
|
+$6.84M
|
+116,482
|
+18%
|
|
|
167
|
Trilogy Capital
Irvine,
California
|
$47.4M
|
+$2.92M
|
+49,710
|
+7%
|
|
|
168
|
Wealthquest
Cincinnati,
Ohio
|
$47.3M
|
+$2.05M
|
+34,995
|
+5%
|
|
|
169
|
Hancock Whitney
Gulfport,
Mississippi
|
$46.9M
|
+$4.14M
|
+70,459
|
+10%
|
|
|
170
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$45.4M
|
+$2.53M
|
+43,068
|
+6%
|
|
|
171
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$45M
|
-$2M
|
-34,025
|
-4%
|
|
|
172
|
Bank of Stockton
Stockton,
California
|
$44.9M
|
-$101K
|
-1,715
|
-0.2%
|
|
|
173
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44.4M
|
-$17.1M
|
-291,537
|
-29%
|
|
|
174
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$44M
|
+$4.14M
|
+70,608
|
+11%
|
|
|
175
|
Portland Global Advisors
Portland,
Maine
|
$43.9M
|
+$90K
|
+1,533
|
+0.2%
|
|
