|
101
|
Cerity Partners OCIO
New York
|
$22.4M
|
+$2.94M
|
+33,570
|
+15%
|
|
|
102
|
Scopus Asset Management
New York
|
$22M
|
–
|
–
|
–
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$21.7M
|
+$4.58M
|
+52,351
|
+28%
|
|
|
104
|
Willis Johnson & Associates
Houston,
Texas
|
$21.1M
|
+$1.7M
|
+19,451
|
+9%
|
|
|
105
|
Trilogy Capital
Irvine,
California
|
$20.8M
|
+$1.64M
|
+18,704
|
+9%
|
|
|
106
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20.8M
|
+$10.5M
|
+119,605
|
+106%
|
|
|
107
|
Simplicity Wealth
Summit,
New Jersey
|
$19.9M
|
+$5.37M
|
+61,404
|
+38%
|
|
|
108
|
|
$19.7M
|
+$19.2M
|
+220,000
|
New
|
|
|
109
|
Osborne Partners Capital Management
San Francisco,
California
|
$19.5M
|
+$356K
|
+4,075
|
+2%
|
|
|
110
|
Cantor Fitzgerald Investment Advisors
New York
|
$19.4M
|
+$217K
|
+2,478
|
+1%
|
|
|
111
|
Northern Trust
Chicago,
Illinois
|
$19.3M
|
-$38K
|
-434
|
-0.2%
|
|
|
112
|
Integrity Alliance
Urbandale,
Iowa
|
$19.3M
|
+$2.71M
|
+30,969
|
+17%
|
|
|
113
|
BOS Asset Management
Springfield,
Illinois
|
$19.2M
|
+$561K
|
+6,419
|
+3%
|
|
|
114
|
Citadel Advisors
Miami,
Florida
|
$19.2M
|
+$15.3M
|
+174,675
|
+438%
|
|
|
115
|
&Partners
Nashville,
Tennessee
|
$19.1M
|
+$1.23M
|
+14,092
|
+7%
|
|
|
116
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19M
|
-$701K
|
-8,017
|
-4%
|
|
|
117
|
Lido Advisors
Los Angeles,
California
|
$18.8M
|
+$9.02M
|
+103,145
|
+96%
|
|
|
118
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.7M
|
-$903K
|
-10,321
|
-5%
|
|
|
119
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$17.7M
|
+$2.11M
|
+24,162
|
+14%
|
|
|
120
|
AE Wealth Management
Topeka,
Kansas
|
$17.7M
|
+$7.75M
|
+88,648
|
+81%
|
|
|
121
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$17.2M
|
+$1.63M
|
+18,674
|
+11%
|
|
|
122
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17.2M
|
+$2.01M
|
+23,021
|
+14%
|
|
|
123
|
Advisory Services Network
Atlanta,
Georgia
|
$17.2M
|
-$472K
|
-5,393
|
-3%
|
|
|
124
|
Centaurus Financial
Anaheim,
California
|
$16.8M
|
-$11.7K
|
-134
|
-0.1%
|
|
|
125
|
SlateStone Wealth
Jupiter,
Florida
|
$16.8M
|
+$127K
|
+1,455
|
+0.8%
|
|
