|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$36.1M
|
+$1.13M
|
+6,706
|
+3%
|
|
|
102
|
Simon Quick Advisors
Morristown,
New Jersey
|
$36M
|
-$82.6K
|
-488
|
-0.2%
|
|
|
103
|
Regions Financial Corp
Birmingham,
Alabama
|
$35.4M
|
-$190K
|
-1,121
|
-0.6%
|
|
|
104
|
Graypoint LLC
Albany,
New York
|
$35.3M
|
+$4.45M
|
+26,293
|
+15%
|
|
|
105
|
German American Bancorp
Jasper,
Indiana
|
$34.8M
|
+$378K
|
+2,236
|
+1%
|
|
|
106
|
Congress Wealth Management
Boston,
Massachusetts
|
$33.8M
|
+$850K
|
+5,021
|
+3%
|
|
|
107
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$33.6M
|
+$2.87M
|
+16,938
|
+10%
|
|
|
108
|
|
$33.5M
|
-$105M
|
-618,622
|
-77%
|
|
|
109
|
Mercer Global Advisors
Denver,
Colorado
|
$32.9M
|
-$34.7M
|
-205,042
|
-54%
|
|
|
110
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$32.7M
|
-$11.1M
|
-65,645
|
-26%
|
|
|
111
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$32.6M
|
-$765K
|
-4,520
|
-2%
|
|
|
112
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$31.4M
|
+$1.66M
|
+9,838
|
+6%
|
|
|
113
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$30.8M
|
+$306K
|
+1,811
|
+1%
|
|
|
114
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29.8M
|
+$77.2K
|
+456
|
+0.3%
|
|
|
115
|
American Century Companies
Kansas City,
Missouri
|
$29.6M
|
-$15.5M
|
-91,409
|
-36%
|
|
|
116
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$29.3M
|
-$11.1M
|
-65,839
|
-29%
|
|
|
117
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$29M
|
-$1.47M
|
-8,701
|
-5%
|
|
|
118
|
HB Wealth Management
Atlanta,
Georgia
|
$28.1M
|
-$458K
|
-2,709
|
-2%
|
|
|
119
|
LWMG LLC
Lake Elmo,
Minnesota
|
$27.1M
|
+$1.32M
|
+7,794
|
+5%
|
|
|
120
|
KeyBank National Association
Cleveland,
Ohio
|
$26.9M
|
-$889K
|
-5,256
|
-3%
|
|
|
121
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$25.7M
|
+$3.89K
|
+23
|
+0%
|
|
|
122
|
Waterloo Capital
Austin,
Texas
|
$25.4M
|
+$12.1M
|
+71,712
|
+102%
|
|
|
123
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$25.3M
|
+$6.74M
|
+39,861
|
+39%
|
|
|
124
|
Covenant Partners
Nashville,
Tennessee
|
$24.5M
|
-$15.4K
|
-91
|
-0.1%
|
|
|
125
|
RMR Wealth Builders
Montclair,
New Jersey
|
$24.5M
|
+$88.2K
|
+521
|
+0.4%
|
|
