|
151
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$21.2M
|
+$605K
|
+7,272
|
+3%
|
|
|
152
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$20.9M
|
+$6.12M
|
+73,600
|
+42%
|
|
|
153
|
My Personal CFO LLC
Vancouver,
Washington
|
$20.9M
|
+$20.7M
|
+248,946
|
New
|
|
|
154
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$20.7M
|
+$1.8M
|
+21,626
|
+10%
|
|
|
155
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$19.7M
|
+$1.43M
|
+17,222
|
+8%
|
|
|
156
|
Park Avenue Securities
New York
|
$19.6M
|
+$734K
|
+8,824
|
+4%
|
|
|
157
|
Tower Research Capital (TRC)
New York
|
$18.9M
|
+$16.3M
|
+195,453
|
+664%
|
|
|
158
|
|
$18.8M
|
+$10.7M
|
+129,003
|
+136%
|
|
|
159
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.7M
|
+$5.29M
|
+63,579
|
+40%
|
|
|
160
|
Financial Management Network
Mission Viejo,
California
|
$18.7M
|
+$2.09M
|
+25,183
|
+13%
|
|
|
161
|
Principal Financial Group
Des Moines,
Iowa
|
$18.5M
|
-$8.57M
|
-103,055
|
-32%
|
|
|
162
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.4M
|
+$718K
|
+8,635
|
+4%
|
|
|
163
|
Alpha Cubed Investments
Irvine,
California
|
$18.3M
|
+$57.5K
|
+691
|
+0.3%
|
|
|
164
|
Crews Bank & Trust
Wauchula,
Florida
|
$18.3M
|
+$562K
|
+6,757
|
+3%
|
|
|
165
|
GoalFusion Wealth Management
Austin,
Texas
|
$18.3M
|
+$1.68M
|
+20,228
|
+10%
|
|
|
166
|
Comerica Bank
Dallas,
Texas
|
$18.1M
|
+$299K
|
+3,600
|
+2%
|
|
|
167
|
Janus Henderson Group
London,
|
$18.1M
|
-$218K
|
-2,622
|
-1%
|
|
|
168
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18M
|
+$16.6M
|
+199,091
|
+1,315%
|
|
|
169
|
Hall Capital Management
Barrington,
Rhode Island
|
$18M
|
+$1.09M
|
+13,120
|
+7%
|
|
|
170
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$17.9M
|
+$478K
|
+5,749
|
+3%
|
|
|
171
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.8M
|
-$143K
|
-1,717
|
-0.8%
|
|
|
172
|
First National Trust
Hermitage,
Pennsylvania
|
$17.6M
|
+$209K
|
+2,514
|
+1%
|
|
|
173
|
Rockefeller Capital Management
New York
|
$17.3M
|
-$2.83M
|
-33,977
|
-14%
|
|
|
174
|
Allspring Global Investments
Charlotte,
North Carolina
|
$16.9M
|
+$9.59M
|
+115,314
|
+135%
|
|
|
175
|
Summit Asset Management
Memphis,
Tennessee
|
$16.8M
|
+$651K
|
+7,831
|
+4%
|
|
