|
101
|
Wealthspire Advisors (New York)
New York
|
$22.1M
|
+$3.38M
|
+18,299
|
+18%
|
|
|
102
|
Sepio Capital
Salt Lake City,
Utah
|
$21.9M
|
+$855K
|
+4,631
|
+4%
|
|
|
103
|
Pasadena Private Wealth
Pasadena,
California
|
$21.8M
|
+$477K
|
+2,582
|
+2%
|
|
|
104
|
Brickley Wealth Management
San Mateo,
California
|
$21.5M
|
+$112K
|
+605
|
+0.5%
|
|
|
105
|
Kestra Advisory Services
Austin,
Texas
|
$21.3M
|
+$3.48M
|
+18,862
|
+18%
|
|
|
106
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$21.2M
|
+$8.06M
|
+43,650
|
+60%
|
|
|
107
|
Empirical Wealth Management
Seattle,
Washington
|
$21.2M
|
-$123K
|
-668
|
-0.6%
|
|
|
108
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21.2M
|
+$266K
|
+1,442
|
+1%
|
|
|
109
|
University of Maryland Foundation
Adelphi,
Maryland
|
$20.7M
|
–
|
–
|
–
|
|
|
110
|
Mercer Global Advisors
Denver,
Colorado
|
$20.6M
|
+$9.15M
|
+49,534
|
+44%
|
|
|
111
|
Opal Wealth Advisors
Jericho,
New York
|
$20.5M
|
+$1.56M
|
+8,453
|
+8%
|
|
|
112
|
Safeguard Financial
Minocqua,
Wisconsin
|
$19.8M
|
+$2.4M
|
+13,007
|
+14%
|
|
|
113
|
Studio Investment Management
Chicago,
Illinois
|
$19.7M
|
+$191K
|
+1,032
|
+1%
|
|
|
114
|
Prudential Financial
Newark,
New Jersey
|
$19.1M
|
-$2.1M
|
-11,371
|
-10%
|
|
|
115
|
Total Wealth Planning
Cincinnati,
Ohio
|
$18.9M
|
+$275K
|
+1,491
|
+2%
|
|
|
116
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$18.8M
|
-$648K
|
-3,508
|
-3%
|
|
|
117
|
Avior Wealth Management
Omaha,
Nebraska
|
$18.5M
|
-$1.14M
|
-6,151
|
-6%
|
|
|
118
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.1M
|
-$1.32M
|
-7,139
|
-7%
|
|
|
119
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.6M
|
+$1.87M
|
+10,109
|
+12%
|
|
|
120
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$17.5M
|
+$2.04M
|
+11,064
|
+13%
|
|
|
121
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.1M
|
+$571K
|
+3,093
|
+3%
|
|
|
122
|
Partners in Financial Planning
Salem,
Virginia
|
$16.7M
|
+$11.5K
|
+62
|
+0.1%
|
|
|
123
|
Avion Wealth
The Woodlands,
Texas
|
$16.6M
|
-$365K
|
-1,974
|
-2%
|
|
|
124
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$16.3M
|
+$1.15M
|
+6,217
|
+7%
|
|
|
125
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.5M
|
-$988K
|
-5,347
|
-6%
|
|
