|
76
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.7M
|
+$247K
|
+9,580
|
+2%
|
|
|
77
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.5M
|
+$649K
|
+25,168
|
+5%
|
|
|
78
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.8M
|
-$3.44M
|
-133,570
|
-20%
|
|
|
79
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.3M
|
+$394K
|
+15,302
|
+3%
|
|
|
80
|
Wealthspire Advisors (New York)
New York
|
$13.1M
|
-$1.95M
|
-75,596
|
-13%
|
|
|
81
|
Steward Partners Investment Advisory
New York
|
$13M
|
-$392K
|
-15,218
|
-3%
|
|
|
82
|
Mercer Global Advisors
Denver,
Colorado
|
$12.9M
|
+$5.67M
|
+220,180
|
+76%
|
|
|
83
|
AE Wealth Management
Topeka,
Kansas
|
$12.8M
|
+$2.93M
|
+113,654
|
+29%
|
|
|
84
|
Pacific Capital Wealth Advisors
Corona,
California
|
$12.6M
|
-$851K
|
-33,020
|
-6%
|
|
|
85
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$12.4M
|
+$466K
|
+18,092
|
+4%
|
|
|
86
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.4M
|
+$1.11M
|
+43,136
|
+10%
|
|
|
87
|
Walker Financial Services
Bowling Green,
Kentucky
|
$11.9M
|
+$360K
|
+13,962
|
+3%
|
|
|
88
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.6M
|
+$547K
|
+21,226
|
+5%
|
|
|
89
|
HC Advisors
Sandy Springs,
Georgia
|
$11.2M
|
-$579K
|
-22,454
|
-5%
|
|
|
90
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.6M
|
-$2.19M
|
-84,994
|
-17%
|
|
|
91
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$10.2M
|
+$968K
|
+37,544
|
+10%
|
|
|
92
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.1M
|
+$1.09M
|
+42,296
|
+12%
|
|
|
93
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.92M
|
+$2.77M
|
+107,346
|
+38%
|
|
|
94
|
Live Oak Investment Partners
Austin,
Texas
|
$9.89M
|
–
|
–
|
–
|
|
|
95
|
Wealthcare Capital Management
Richmond,
Virginia
|
$9.87M
|
-$840K
|
-32,606
|
-8%
|
|
|
96
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$9.47M
|
+$175K
|
+6,800
|
+2%
|
|
|
97
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.4M
|
-$2.37M
|
-91,908
|
-20%
|
|
|
98
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$9.33M
|
+$196K
|
+7,620
|
+2%
|
|
|
99
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.16M
|
+$2.49M
|
+96,678
|
+36%
|
|
|
100
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.06M
|
+$570K
|
+22,106
|
+7%
|
|
