|
76
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$36.4M
|
-$36.3K
|
-719
|
-0.1%
|
|
|
77
|
Cobblestone Asset Management
Richmond,
Virginia
|
$36.3M
|
+$8.61M
|
+170,502
|
+31%
|
|
|
78
|
Franklin Resources
San Mateo,
California
|
$36.1M
|
+$963K
|
+19,058
|
+3%
|
|
|
79
|
Mariner
Overland Park,
Kansas
|
$35.7M
|
+$921K
|
+18,233
|
+3%
|
|
|
80
|
Rockefeller Capital Management
New York
|
$35.2M
|
-$2.66M
|
-52,611
|
-7%
|
|
|
81
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$34.7M
|
-$927K
|
-18,355
|
-3%
|
|
|
82
|
Lido Advisors
Los Angeles,
California
|
$34.7M
|
-$46.7M
|
-924,044
|
-57%
|
|
|
83
|
Matthew Hamilton Rosenberg
|
$34.5M
|
-$1.81M
|
-35,781
|
-5%
|
|
|
84
|
Kestra Advisory Services
Austin,
Texas
|
$34.3M
|
-$2.1M
|
-41,541
|
-6%
|
|
|
85
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$33.9M
|
+$4.8M
|
+95,087
|
+17%
|
|
|
86
|
McMorgan & Co
San Francisco,
California
|
$33.8M
|
+$11.1M
|
+220,226
|
+49%
|
|
|
87
|
Valmark Advisers
Akron,
Ohio
|
$33.6M
|
-$12.3M
|
-243,676
|
-27%
|
|
|
88
|
Roberts Wealth Advisors
Palo Alto,
California
|
$33.3M
|
+$1.07M
|
+21,209
|
+3%
|
|
|
89
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$33.1M
|
+$2.61M
|
+51,708
|
+9%
|
|
|
90
|
Highline Wealth Partners
Sherman Oaks,
California
|
$32.9M
|
-$6.9M
|
-136,526
|
-17%
|
|
|
91
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$32.5M
|
+$1.8M
|
+35,595
|
+6%
|
|
|
92
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$32.4M
|
+$1.17M
|
+23,133
|
+4%
|
|
|
93
|
&Partners
Nashville,
Tennessee
|
$31.5M
|
+$7.59M
|
+150,239
|
+32%
|
|
|
94
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$31.5M
|
+$2.08M
|
+41,108
|
+7%
|
|
|
95
|
LexAurum Advisors
Overland Park,
Kansas
|
$31.4M
|
+$3.16M
|
+62,589
|
+11%
|
|
|
96
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$31.3M
|
+$476K
|
+9,433
|
+2%
|
|
|
97
|
Requisite Capital Management
Dallas,
Texas
|
$31M
|
+$7.03M
|
+139,271
|
+29%
|
|
|
98
|
Montag & Associates
Atlanta,
Georgia
|
$30.8M
|
+$18.9M
|
+374,889
|
+159%
|
|
|
99
|
Neuberger Berman Group
New York
|
$29.7M
|
+$14.2M
|
+281,218
|
+92%
|
|
|
100
|
SkyOak Wealth
Southfield,
Michigan
|
$29.4M
|
+$1.61M
|
+31,824
|
+6%
|
|
