|
76
|
Intelligence Driven Advisers
Carlsbad,
California
|
$34.1M
|
+$444K
|
+3,142
|
+1%
|
|
|
77
|
Private Ocean
San Rafael,
California
|
$34M
|
+$2.38M
|
+16,822
|
+8%
|
|
|
78
|
Synovus Financial
Columbus,
Georgia
|
$32.2M
|
-$2.82M
|
-19,942
|
-8%
|
|
|
79
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.8M
|
-$908K
|
-6,425
|
-3%
|
|
|
80
|
Portfolio Strategies
Monsey,
New York
|
$30.8M
|
-$473K
|
-3,350
|
-2%
|
|
|
81
|
Center for Financial Planning
Southfied,
Michigan
|
$30.6M
|
-$17.5M
|
-123,658
|
-37%
|
|
|
82
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$30.5M
|
-$395K
|
-2,793
|
-1%
|
|
|
83
|
Rockefeller Capital Management
New York
|
$30.4M
|
+$6.7M
|
+47,409
|
+29%
|
|
|
84
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30M
|
-$7.23M
|
-51,162
|
-20%
|
|
|
85
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$29.4M
|
+$940K
|
+6,654
|
+3%
|
|
|
86
|
55I LLC
Boston,
Massachusetts
|
$29.2M
|
+$1.91M
|
+13,540
|
+7%
|
|
|
87
|
Summit Wealth Partners
Orlando,
Florida
|
$29M
|
+$774K
|
+5,475
|
+3%
|
|
|
88
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$28.7M
|
+$22.8M
|
+161,121
|
+449%
|
|
|
89
|
SVB Wealth
Boston,
Massachusetts
|
$28M
|
-$1.9M
|
-13,478
|
-7%
|
|
|
90
|
SPC Financial Inc
Rockville,
Maryland
|
$27M
|
+$792K
|
+5,606
|
+3%
|
|
|
91
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$27M
|
-$3.53K
|
-25
|
-0%
|
|
|
92
|
Insight Wealth Strategies
San Ramon,
California
|
$25.4M
|
-$2.16M
|
-15,292
|
-8%
|
|
|
93
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$25.3M
|
-$1.34M
|
-9,468
|
-5%
|
|
|
94
|
Baker Avenue Asset Management
San Francisco,
California
|
$25.2M
|
-$72.5K
|
-513
|
-0.3%
|
|
|
95
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$25M
|
-$44.7K
|
-316
|
-0.2%
|
|
|
96
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$24.8M
|
+$24.1M
|
+170,690
|
New
|
|
|
97
|
Two Sigma Advisers
New York
|
$24.5M
|
-$13.8M
|
-97,700
|
-37%
|
|
|
98
|
Nissay Asset Management
Tokyo,
Japan
|
$23.8M
|
+$23.1M
|
+163,734
|
New
|
|
|
99
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.7M
|
-$1.11M
|
-7,885
|
-5%
|
|
|
100
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$23.6M
|
+$4.79M
|
+33,866
|
+26%
|
|
