|
151
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$115M
|
+$17.3M
|
+248,270
|
+18%
|
|
|
152
|
CreativeOne Wealth
Overland Park,
Kansas
|
$113M
|
+$941K
|
+13,515
|
+0.9%
|
|
|
153
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$112M
|
+$1.82M
|
+26,152
|
+2%
|
|
|
154
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$111M
|
+$3.72M
|
+53,366
|
+4%
|
|
|
155
|
Pure Financial Advisors
San Diego,
California
|
$110M
|
-$565K
|
-8,117
|
-0.5%
|
|
|
156
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$109M
|
-$2.13M
|
-30,566
|
-2%
|
|
|
157
|
AQR Capital Management
Greenwich,
Connecticut
|
$107M
|
+$24.8M
|
+355,977
|
+31%
|
|
|
158
|
Kestra Advisory Services
Austin,
Texas
|
$107M
|
-$2.24M
|
-32,145
|
-2%
|
|
|
159
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$105M
|
+$5.72M
|
+82,177
|
+6%
|
|
|
160
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$104M
|
+$1.2M
|
+17,168
|
+1%
|
|
|
161
|
New York Life Investment Management
New York
|
$103M
|
+$21.4M
|
+307,716
|
+27%
|
|
|
162
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$103M
|
+$7.4M
|
+106,228
|
+8%
|
|
|
163
|
Waverly Advisors
Birmingham,
Alabama
|
$99.6M
|
-$1.37M
|
-19,700
|
-1%
|
|
|
164
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$99.4M
|
+$997K
|
+14,306
|
+1%
|
|
|
165
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$96.6M
|
+$11.4M
|
+163,003
|
+14%
|
|
|
166
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$96M
|
+$255K
|
+3,660
|
+0.3%
|
|
|
167
|
Choreo LLC
Rockford,
Illinois
|
$95.1M
|
+$77.9K
|
+1,119
|
+0.1%
|
|
|
168
|
Mission Wealth Management
Santa Barbara,
California
|
$94.4M
|
+$7.28M
|
+104,539
|
+9%
|
|
|
169
|
Chai Trust Company
Chicago,
Illinois
|
$94.4M
|
+$18.3M
|
+263,020
|
+25%
|
|
|
170
|
Keel Point
Huntsville,
Alabama
|
$94.1M
|
+$13.5M
|
+193,344
|
+17%
|
|
|
171
|
SoFi Wealth
San Francisco,
California
|
$89.4M
|
+$4.19M
|
+60,102
|
+5%
|
|
|
172
|
Planning Alternatives
Birmingham,
Michigan
|
$89.1M
|
+$738K
|
+10,599
|
+0.9%
|
|
|
173
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$89.1M
|
–
|
–
|
–
|
|
|
174
|
Wallington Asset Management
Indianapolis,
Indiana
|
$89M
|
-$279K
|
-4,002
|
-0.3%
|
|
|
175
|
Klingman & Associates
New York
|
$88.8M
|
+$2.42M
|
+34,785
|
+3%
|
|
