|
476
|
Beam Wealth Advisors
Covington,
Louisiana
|
$69.8M
|
+$2.68M
|
+4,168
|
+4%
|
|
|
477
|
Rakuten Investment Management
Tokyo,
Japan
|
$69.5M
|
+$67.2M
|
+104,287
|
New
|
|
|
478
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$69.2M
|
+$3.28M
|
+5,086
|
+5%
|
|
|
479
|
Cantor Fitzgerald Investment Advisors
New York
|
$69.2M
|
+$1.18M
|
+1,829
|
+2%
|
|
|
480
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$69.2M
|
-$1.23M
|
-1,915
|
-2%
|
|
|
481
|
26North Partners
New York
|
$69.1M
|
+$120K
|
+187
|
+0.2%
|
|
|
482
|
KMT Wealth Management
El Segundo,
California
|
$68.8M
|
+$117K
|
+182
|
+0.2%
|
|
|
483
|
Buck Wealth Strategies
Denver,
Colorado
|
$68.6M
|
+$5.98M
|
+9,284
|
+10%
|
|
|
484
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$68.3M
|
-$799K
|
-1,240
|
-1%
|
|
|
485
|
IHT Wealth Management
Chicago,
Illinois
|
$68.3M
|
+$698K
|
+1,083
|
+1%
|
|
|
486
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$67.6M
|
+$1.66M
|
+2,578
|
+3%
|
|
|
487
|
Conning Inc
Hartford,
Connecticut
|
$67.3M
|
-$826K
|
-1,282
|
-1%
|
|
|
488
|
Pictet Asset Management
Carouge,
Switzerland
|
$67.2M
|
+$19.8M
|
+30,720
|
+44%
|
|
|
489
|
Savvy Advisors Inc
New York
|
$67.2M
|
+$14.1M
|
+21,869
|
+28%
|
|
|
490
|
Wela Strategies
Atlanta,
Georgia
|
$67.2M
|
-$2.53M
|
-3,923
|
-4%
|
|
|
491
|
Fiducient Advisors
Chicago,
Illinois
|
$67.2M
|
+$685K
|
+1,064
|
+1%
|
|
|
492
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$67M
|
+$1.71M
|
+2,657
|
+3%
|
|
|
493
|
Bristlecone Advisors
Bellevue,
Washington
|
$67M
|
+$2.29M
|
+3,560
|
+4%
|
|
|
494
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$66.7M
|
+$4.37M
|
+6,789
|
+7%
|
|
|
495
|
SSI Investment Management
Los Angeles,
California
|
$66.3M
|
+$4.65M
|
+7,216
|
+8%
|
|
|
496
|
NerdWallet Wealth Partners
New York
|
$66.2M
|
+$63.8M
|
+99,045
|
New
|
|
|
497
|
Vestwell Advisors
New York
|
$65.8M
|
–
|
–
|
–
|
|
|
498
|
Concurrent Investment Advisors
Tampa,
Florida
|
$65.6M
|
+$5.89M
|
+9,140
|
+10%
|
|
|
499
|
Golden State Wealth Management
Santa Ana,
California
|
$65.6M
|
-$325K
|
-504
|
-0.5%
|
|
|
500
|
Crestmont Private Wealth
Houston,
Texas
|
$65.3M
|
-$1.07M
|
-1,659
|
-2%
|
|
