|
126
|
Fusion Family Wealth
Woodbury,
New York
|
$105M
|
-$1.02M
|
-18,974
|
-1%
|
|
|
127
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$103M
|
-$1.37M
|
-25,630
|
-1%
|
|
|
128
|
Evoke Wealth
Los Angeles,
California
|
$100M
|
+$5.76M
|
+107,462
|
+7%
|
|
|
129
|
PDS Planning
Dublin,
Ohio
|
$100M
|
+$3.61M
|
+67,394
|
+4%
|
|
|
130
|
Old National Bancorp
Evansville,
Indiana
|
$99.7M
|
+$16.3M
|
+304,149
|
+21%
|
|
|
131
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$99.2M
|
+$48.7M
|
+909,449
|
+109%
|
|
|
132
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$99.1M
|
-$825K
|
-15,407
|
-0.9%
|
|
|
133
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$98.6M
|
+$15.7M
|
+294,031
|
+20%
|
|
|
134
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$97.5M
|
+$7.81M
|
+145,809
|
+9%
|
|
|
135
|
Comerica Bank
Dallas,
Texas
|
$96.9M
|
-$1.98M
|
-36,946
|
-2%
|
|
|
136
|
Litman Gregory Wealth Management
Larkspur,
California
|
$95M
|
-$1.1M
|
-20,446
|
-1%
|
|
|
137
|
Cresset Asset Management
Chicago,
Illinois
|
$92.3M
|
-$939K
|
-17,529
|
-1%
|
|
|
138
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$90.1M
|
+$2.37M
|
+44,326
|
+3%
|
|
|
139
|
Pure Financial Advisors
San Diego,
California
|
$89.4M
|
-$3.41M
|
-63,574
|
-4%
|
|
|
140
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$89.3M
|
+$1.23M
|
+22,987
|
+1%
|
|
|
141
|
AGF Management
Toronto,
Ontario, Canada
|
$88.8M
|
+$321K
|
+6,000
|
+0.4%
|
|
|
142
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$88.3M
|
+$14.3M
|
+267,342
|
+21%
|
|
|
143
|
Rebalance
Palo Alto,
California
|
$88M
|
-$11.3M
|
-210,828
|
-12%
|
|
|
144
|
SoFi Wealth
San Francisco,
California
|
$87.6M
|
+$1.01M
|
+18,794
|
+1%
|
|
|
145
|
CreativeOne Wealth
Overland Park,
Kansas
|
$87.4M
|
+$2.55M
|
+47,683
|
+3%
|
|
|
146
|
Midwest Trust
Overland Park,
Kansas
|
$82.9M
|
+$77.9M
|
+1,454,549
|
New
|
|
|
147
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$82.5M
|
+$38.5M
|
+719,329
|
+99%
|
|
|
148
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$81.5M
|
+$2.07M
|
+38,630
|
+3%
|
|
|
149
|
Citizens Financial Group
Providence,
Rhode Island
|
$81.1M
|
+$34.4M
|
+641,796
|
+82%
|
|
|
150
|
Choreo LLC
Rockford,
Illinois
|
$78.2M
|
-$1.24M
|
-23,224
|
-2%
|
|
