|
76
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.75M
|
+$240K
|
+10,753
|
+10%
|
|
|
77
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.64M
|
+$2.6M
|
+116,452
|
New
|
|
|
78
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$2.62M
|
+$2.58M
|
+115,507
|
New
|
|
|
79
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.45M
|
-$203K
|
-9,098
|
-8%
|
|
|
80
|
Aire Advisors
Beverly Hills,
California
|
$2.4M
|
+$1.23M
|
+55,387
|
+110%
|
|
|
81
|
Aspiriant LLC
Los Angeles,
California
|
$2.35M
|
+$2.31M
|
+103,611
|
New
|
|
|
82
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.26M
|
+$145K
|
+6,515
|
+7%
|
|
|
83
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$2.21M
|
-$631K
|
-28,300
|
-23%
|
|
|
84
|
WR Wealth Planners
Columbia,
Missouri
|
$2.1M
|
-$42.5K
|
-1,908
|
-2%
|
|
|
85
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.03M
|
+$1.75M
|
+78,387
|
+8,837%
|
|
|
86
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2M
|
+$331K
|
+14,864
|
+20%
|
|
|
87
|
Collective Family Office
York,
Pennsylvania
|
$1.95M
|
+$1.92M
|
+85,924
|
New
|
|
|
88
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$1.75M
|
+$1.72M
|
+77,106
|
New
|
|
|
89
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.74M
|
-$3.88M
|
-173,895
|
-69%
|
|
|
90
|
Level Financial Advisors
East Amherst,
New York
|
$1.62M
|
-$990K
|
-44,390
|
-38%
|
|
|
91
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.6M
|
-$44.3K
|
-1,988
|
-3%
|
|
|
92
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.52M
|
+$710K
|
+31,840
|
+91%
|
|
|
93
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.45M
|
+$1.42M
|
+63,863
|
New
|
|
|
94
|
TPG Financial Advisors
Portland,
Oregon
|
$1.4M
|
+$778K
|
+34,889
|
+131%
|
|
|
95
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.31M
|
+$525K
|
+23,563
|
+69%
|
|
|
96
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.3M
|
-$215K
|
-9,634
|
-14%
|
|
|
97
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
98
|
MGO Private Wealth
Irvine,
California
|
$1.22M
|
+$1.2M
|
+53,893
|
New
|
|
|
99
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.19M
|
–
|
–
|
–
|
|
|
100
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.04M
|
+$60.7K
|
+2,721
|
+6%
|
|
