|
76
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$18.5M
|
+$17.7M
|
+142,102
|
New
|
|
|
77
|
Smith, Moore & Co
Clayton,
Missouri
|
$18.2M
|
-$6.97K
|
-56
|
-0%
|
|
|
78
|
MV Capital Management
Bethesda,
Maryland
|
$17.6M
|
-$333K
|
-2,678
|
-2%
|
|
|
79
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$17.3M
|
-$177K
|
-1,422
|
-1%
|
|
|
80
|
Calamos Wealth Management
Naperville,
Illinois
|
$17.1M
|
-$124
|
-1
|
-0%
|
|
|
81
|
Arlington Partners
Birmingham,
Alabama
|
$16.5M
|
+$80K
|
+643
|
+0.5%
|
|
|
82
|
Alesco Advisors
Pittsford,
New York
|
$16.4M
|
-$345K
|
-2,774
|
-2%
|
|
|
83
|
Cahill Financial Advisors
Edina,
Minnesota
|
$16.3M
|
-$131K
|
-1,054
|
-0.8%
|
|
|
84
|
Halpern Financial
Ashburn,
Virginia
|
$16.3M
|
+$15.6M
|
+125,490
|
New
|
|
|
85
|
Requisite Capital Management
Dallas,
Texas
|
$15.9M
|
+$1.87M
|
+15,026
|
+14%
|
|
|
86
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.6M
|
+$383K
|
+3,078
|
+3%
|
|
|
87
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.4M
|
-$69.3K
|
-557
|
-0.5%
|
|
|
88
|
Financial Life Advisors
San Antonio,
Texas
|
$15.3M
|
-$81.5K
|
-655
|
-0.6%
|
|
|
89
|
Narwhal Capital Management
Marietta,
Georgia
|
$15.2M
|
+$538K
|
+4,327
|
+4%
|
|
|
90
|
ETF Portfolio Partners
Leawood,
Kansas
|
$14.9M
|
+$293K
|
+2,358
|
+2%
|
|
|
91
|
AdvicePeriod
Los Angeles,
California
|
$14.6M
|
-$157K
|
-1,265
|
-1%
|
|
|
92
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$14.5M
|
-$199K
|
-1,600
|
-1%
|
|
|
93
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$14.2M
|
+$2.07M
|
+16,658
|
+18%
|
|
|
94
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$14.2M
|
–
|
–
|
–
|
|
|
95
|
GHP Investment Advisors
Denver,
Colorado
|
$13.9M
|
-$64.5K
|
-518
|
-0.5%
|
|
|
96
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.9M
|
+$9.6M
|
+77,130
|
+260%
|
|
|
97
|
BOK Financial
Tulsa,
Oklahoma
|
$13.8M
|
-$180K
|
-1,446
|
-1%
|
|
|
98
|
Bank of Hawaii
Honolulu,
Hawaii
|
$13.5M
|
-$589K
|
-4,737
|
-4%
|
|
|
99
|
Transform Wealth
Greenwood Village,
Colorado
|
$13.5M
|
+$167K
|
+1,341
|
+1%
|
|
|
100
|
First Merchants Corp
Muncie,
Indiana
|
$13.2M
|
-$920K
|
-7,391
|
-7%
|
|
