|
76
|
Mercer Global Advisors
Denver,
Colorado
|
$2.55M
|
-$925K
|
-38,010
|
-27%
|
|
|
77
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.54M
|
+$123K
|
+5,068
|
+5%
|
|
|
78
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$2.42M
|
–
|
–
|
–
|
|
|
79
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.35M
|
+$189K
|
+7,775
|
+9%
|
|
|
80
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.34M
|
-$37.5K
|
-1,540
|
-2%
|
|
|
81
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.24M
|
+$10.2K
|
+419
|
+0.5%
|
|
|
82
|
Emerald Advisors
Bellevue,
Washington
|
$2.19M
|
+$262K
|
+10,778
|
+14%
|
|
|
83
|
Raymond James Financial
St Petersburg,
Florida
|
$2.04M
|
-$144K
|
-5,895
|
-7%
|
|
|
84
|
Collective Family Office
York,
Pennsylvania
|
$2.02M
|
-$57.9K
|
-2,380
|
-3%
|
|
|
85
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.91M
|
+$78.7K
|
+3,232
|
+4%
|
|
|
86
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.86M
|
+$22.8K
|
+936
|
+1%
|
|
|
87
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.86M
|
+$114K
|
+4,701
|
+7%
|
|
|
88
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$1.77M
|
+$236K
|
+9,685
|
+16%
|
|
|
89
|
MB Generational Wealth
Spokane,
Washington
|
$1.69M
|
+$401K
|
+16,470
|
+31%
|
|
|
90
|
Waverly Advisors
Birmingham,
Alabama
|
$1.69M
|
-$32K
|
-1,316
|
-2%
|
|
|
91
|
|
$1.45M
|
+$294K
|
+12,092
|
+25%
|
|
|
92
|
Clune & Associates
Chicago,
Illinois
|
$1.42M
|
+$131K
|
+5,389
|
+10%
|
|
|
93
|
First National Advisers
Omaha,
Nebraska
|
$1.41M
|
–
|
–
|
–
|
|
|
94
|
Matrix Trust Company
Denver,
Colorado
|
$1.38M
|
+$456K
|
+18,722
|
+49%
|
|
|
95
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.37M
|
-$27.4K
|
-1,127
|
-2%
|
|
|
96
|
Oxford Financial Group
Carmel,
Indiana
|
$1.35M
|
–
|
–
|
–
|
|
|
97
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.33M
|
+$51.4K
|
+2,111
|
+4%
|
|
|
98
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.32M
|
+$381K
|
+15,646
|
+34%
|
|
|
99
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.27M
|
-$2.19K
|
-90
|
-0.2%
|
|
|
100
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.24M
|
+$24.3K
|
+998
|
+2%
|
|
