|
76
|
Klingman & Associates
New York
|
$34.4M
|
+$1.32M
|
+18,259
|
+4%
|
|
|
77
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$31.9M
|
+$572K
|
+7,922
|
+2%
|
|
|
78
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$31.7M
|
+$151K
|
+2,086
|
+0.5%
|
|
|
79
|
Intelligence Driven Advisers
Carlsbad,
California
|
$31.3M
|
-$3.6M
|
-49,867
|
-10%
|
|
|
80
|
Insight Wealth Strategies
San Ramon,
California
|
$31M
|
-$2.38M
|
-32,989
|
-7%
|
|
|
81
|
Stifel Financial
St. Louis,
Missouri
|
$31M
|
-$2.34M
|
-32,332
|
-7%
|
|
|
82
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.5M
|
+$17.1M
|
+237,090
|
+145%
|
|
|
83
|
Daido Life Insurance Company
Osaka,
Japan
|
$29.5M
|
-$4.65M
|
-64,313
|
-14%
|
|
|
84
|
Requisite Capital Management
Dallas,
Texas
|
$29.1M
|
-$4.67M
|
-64,668
|
-14%
|
|
|
85
|
Executive Wealth Management
Brighton,
Michigan
|
$29M
|
-$4.73M
|
-65,474
|
-14%
|
|
|
86
|
|
$29M
|
+$5.51M
|
+76,286
|
+24%
|
|
|
87
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.7M
|
-$158K
|
-2,193
|
-0.6%
|
|
|
88
|
Allen Capital Group
Grand Island,
Nebraska
|
$28.5M
|
+$455K
|
+6,295
|
+2%
|
|
|
89
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$28.4M
|
+$160K
|
+2,210
|
+0.6%
|
|
|
90
|
Pacific Center for Financial Services
San Ramon,
California
|
$27.8M
|
+$355K
|
+4,916
|
+1%
|
|
|
91
|
Kelly Financial Services
Braintree,
Massachusetts
|
$27.7M
|
+$89.6K
|
+1,240
|
+0.3%
|
|
|
92
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.5M
|
-$3.7M
|
-51,185
|
-12%
|
|
|
93
|
MV Capital Management
Bethesda,
Maryland
|
$27.5M
|
-$7.33M
|
-101,416
|
-21%
|
|
|
94
|
Nottingham Advisors
Amherst,
New York
|
$27.4M
|
-$27.9M
|
-385,892
|
-51%
|
|
|
95
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$26.8M
|
+$2.58M
|
+35,769
|
+11%
|
|
|
96
|
Equitable Holdings
New York
|
$26.2M
|
-$2.11M
|
-29,165
|
-8%
|
|
|
97
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$25.8M
|
-$23.7K
|
-328
|
-0.1%
|
|
|
98
|
Leelyn Smith
Geneva,
Illinois
|
$24.5M
|
+$465K
|
+6,433
|
+2%
|
|
|
99
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$24.2M
|
+$1.02M
|
+14,188
|
+5%
|
|
|
100
|
Agilis Partners
Waltham,
Massachusetts
|
$24.1M
|
–
|
–
|
–
|
|
