|
76
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$17.7M
|
+$123K
|
+479
|
+0.8%
|
|
|
77
|
Atria Investments
Charlotte,
North Carolina
|
$17.4M
|
+$727K
|
+2,823
|
+5%
|
|
|
78
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.3M
|
-$632K
|
-2,455
|
-4%
|
|
|
79
|
Asset Management Group
Stamford,
Connecticut
|
$16.7M
|
-$236K
|
-918
|
-1%
|
|
|
80
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$16.4M
|
+$204K
|
+791
|
+1%
|
|
|
81
|
World Investment Advisors
Santa Barbara,
California
|
$16.1M
|
+$13.4M
|
+51,891
|
+849%
|
|
|
82
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$16M
|
-$76.5K
|
-297
|
-0.5%
|
|
|
83
|
Robinswood Financial
Kirkland,
Washington
|
$15.5M
|
-$203K
|
-788
|
-1%
|
|
|
84
|
Adventist Health System West
Roseville,
California
|
$15.4M
|
–
|
–
|
–
|
|
|
85
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.4M
|
+$4.73M
|
+18,352
|
+49%
|
|
|
86
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$15.3M
|
+$754K
|
+2,929
|
+6%
|
|
|
87
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$15.2M
|
-$1.14M
|
-4,433
|
-7%
|
|
|
88
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$15.2M
|
-$488K
|
-1,894
|
-3%
|
|
|
89
|
Fidelity Investments
Boston,
Massachusetts
|
$15.1M
|
-$609K
|
-2,365
|
-4%
|
|
|
90
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.1M
|
-$685K
|
-2,660
|
-5%
|
|
|
91
|
Pasadena Private Wealth
Pasadena,
California
|
$15M
|
+$9.79K
|
+38
|
+0.1%
|
|
|
92
|
Quest Investment Management
Lake Oswego,
Oregon
|
$14.6M
|
–
|
–
|
–
|
|
|
93
|
|
$14.5M
|
+$7.05M
|
+27,374
|
+110%
|
|
|
94
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$14.4M
|
+$2.28M
|
+8,856
|
+21%
|
|
|
95
|
Steward Partners Investment Advisory
New York
|
$14.3M
|
+$2.65M
|
+10,283
|
+25%
|
|
|
96
|
Larson Financial Group
St Louis,
Missouri
|
$14.3M
|
-$5.31M
|
-20,605
|
-29%
|
|
|
97
|
RS Crum Inc
Newport Beach,
California
|
$14.2M
|
+$627K
|
+2,435
|
+5%
|
|
|
98
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$14.2M
|
+$529K
|
+2,054
|
+4%
|
|
|
99
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$14.1M
|
+$509K
|
+1,978
|
+4%
|
|
|
100
|
WesBanco Bank
Wheeling,
West Virginia
|
$13.7M
|
+$474K
|
+1,841
|
+4%
|
|
