|
76
|
Lutz Financial Services
Omaha,
Nebraska
|
$39.5M
|
+$3.85M
|
+40,737
|
+11%
|
|
|
77
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$39M
|
-$1.82M
|
-19,243
|
-5%
|
|
|
78
|
Strategic Wealth Partners
Independence,
Ohio
|
$37.6M
|
+$2.92M
|
+30,900
|
+9%
|
|
|
79
|
Conning Inc
Hartford,
Connecticut
|
$37.1M
|
–
|
–
|
–
|
|
|
80
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$36.9M
|
+$914K
|
+9,673
|
+3%
|
|
|
81
|
Manning & Napier Advisors
Fairport,
New York
|
$36.4M
|
-$76.4K
|
-808
|
-0.2%
|
|
|
82
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$35.3M
|
+$728K
|
+7,698
|
+2%
|
|
|
83
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.4M
|
–
|
–
|
–
|
|
|
84
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$32.2M
|
-$417K
|
-4,410
|
-1%
|
|
|
85
|
JB Capital
Wethersfield,
Connecticut
|
$32.2M
|
-$531K
|
-5,622
|
-2%
|
|
|
86
|
AE Wealth Management
Topeka,
Kansas
|
$31.7M
|
+$16.8M
|
+178,163
|
+117%
|
|
|
87
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.5M
|
+$20M
|
+211,944
|
+181%
|
|
|
88
|
Corient Private Wealth
Miami,
Florida
|
$31.1M
|
+$1.75M
|
+18,463
|
+6%
|
|
|
89
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$30.8M
|
+$174K
|
+1,839
|
+0.6%
|
|
|
90
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$30.5M
|
+$1.81M
|
+19,129
|
+6%
|
|
|
91
|
CreativeOne Wealth
Overland Park,
Kansas
|
$29.9M
|
+$7.33M
|
+77,513
|
+33%
|
|
|
92
|
Atria Wealth Solutions
New York
|
$29.9M
|
+$795K
|
+8,415
|
+3%
|
|
|
93
|
D.J. St. Germain
Springfield,
Massachusetts
|
$28.8M
|
+$653K
|
+6,914
|
+2%
|
|
|
94
|
Franklin Resources
San Mateo,
California
|
$27.9M
|
+$384K
|
+4,068
|
+1%
|
|
|
95
|
Bangor Savings Bank
Bangor,
Maine
|
$27.7M
|
+$2.05M
|
+21,648
|
+8%
|
|
|
96
|
West Coast Financial
Santa Barbara,
California
|
$27.4M
|
+$1.55M
|
+16,367
|
+6%
|
|
|
97
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$27.4M
|
-$3.74M
|
-39,565
|
-12%
|
|
|
98
|
Sage Advisory Services
Austin,
Texas
|
$27.3M
|
–
|
–
|
–
|
|
|
99
|
Rockefeller Capital Management
New York
|
$27.2M
|
-$414K
|
-4,385
|
-2%
|
|
|
100
|
Cabot Wealth Management
Salem,
Massachusetts
|
$26.8M
|
+$16.4M
|
+173,082
|
+162%
|
|
