|
76
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$27.6M
|
+$27.5M
|
+546,678
|
New
|
|
|
77
|
Matthew Hamilton Rosenberg
|
$27.4M
|
+$1.18M
|
+23,519
|
+5%
|
|
|
78
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$27.2M
|
+$27.2M
|
+539,300
|
New
|
|
|
79
|
Soltis Investment Advisors
St. George,
Utah
|
$27.1M
|
-$1.99M
|
-39,423
|
-7%
|
|
|
80
|
Atria Wealth Solutions
New York
|
$27M
|
+$3.31M
|
+65,674
|
+14%
|
|
|
81
|
Rockefeller Capital Management
New York
|
$26.3M
|
-$19.9M
|
-394,799
|
-43%
|
|
|
82
|
Cresset Asset Management
Chicago,
Illinois
|
$26.2M
|
-$3.01M
|
-59,790
|
-10%
|
|
|
83
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$26.1M
|
+$2.6M
|
+51,710
|
+11%
|
|
|
84
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$25.9M
|
+$208K
|
+4,139
|
+0.8%
|
|
|
85
|
Mariner
Overland Park,
Kansas
|
$25.8M
|
+$1.12M
|
+22,163
|
+5%
|
|
|
86
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$25.2M
|
-$741K
|
-14,711
|
-3%
|
|
|
87
|
American Trust
Lexington,
Kentucky
|
$25M
|
+$22.1M
|
+439,588
|
+781%
|
|
|
88
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$24.5M
|
-$3.09M
|
-61,313
|
-11%
|
|
|
89
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$24.2M
|
-$61.3K
|
-1,218
|
-0.3%
|
|
|
90
|
Verum Partners
Charlotte,
North Carolina
|
$24M
|
+$2.69M
|
+53,508
|
+13%
|
|
|
91
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$23.7M
|
+$1.7M
|
+33,728
|
+8%
|
|
|
92
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$23.6M
|
+$1.25M
|
+24,732
|
+6%
|
|
|
93
|
SkyOak Wealth
Southfield,
Michigan
|
$23.3M
|
+$1.67M
|
+33,080
|
+8%
|
|
|
94
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$23.1M
|
+$16M
|
+317,701
|
+226%
|
|
|
95
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$22.9M
|
-$3.98M
|
-79,013
|
-15%
|
|
|
96
|
Evensky & Katz
Coral Gables,
Florida
|
$22.8M
|
+$880K
|
+17,467
|
+4%
|
|
|
97
|
Allworth Financial
Folsom,
California
|
$22.8M
|
-$2.28M
|
-45,247
|
-9%
|
|
|
98
|
Franklin Resources
San Mateo,
California
|
$22.7M
|
+$1.21M
|
+24,063
|
+6%
|
|
|
99
|
Naviter Wealth
Little Rock,
Arkansas
|
$22.2M
|
+$12.3M
|
+244,842
|
+125%
|
|
|
100
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22M
|
-$1.52M
|
-30,239
|
-6%
|
|
