|
76
|
AMI Investment Management
Kendallville,
Indiana
|
$31.2M
|
+$538K
|
+8,088
|
+2%
|
|
|
77
|
Portfolio Strategies
Monsey,
New York
|
$31.1M
|
-$44.7K
|
-672
|
-0.2%
|
|
|
78
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30.6M
|
-$173K
|
-2,608
|
-0.6%
|
|
|
79
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.5M
|
-$366K
|
-5,512
|
-1%
|
|
|
80
|
Atria Wealth Solutions
New York
|
$28.9M
|
+$72.3K
|
+1,088
|
+0.3%
|
|
|
81
|
Monumental Financial Group
Rockville,
Maryland
|
$28M
|
+$5.19M
|
+78,040
|
+25%
|
|
|
82
|
Steward Partners Investment Advisory
New York
|
$27.4M
|
+$2.46M
|
+37,048
|
+11%
|
|
|
83
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$26.5M
|
-$305K
|
-4,584
|
-1%
|
|
|
84
|
Advisory Services Network
Atlanta,
Georgia
|
$26.5M
|
+$5.31M
|
+79,824
|
+28%
|
|
|
85
|
First Merchants Corp
Muncie,
Indiana
|
$25.9M
|
-$2.84M
|
-42,792
|
-11%
|
|
|
86
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$25.5M
|
+$389K
|
+5,848
|
+2%
|
|
|
87
|
Keebeck Wealth Management
Chicago,
Illinois
|
$25.4M
|
-$1.05M
|
-15,760
|
-4%
|
|
|
88
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$25.3M
|
-$100K
|
-1,504
|
-0.4%
|
|
|
89
|
Cresset Asset Management
Chicago,
Illinois
|
$25.3M
|
+$626K
|
+9,424
|
+3%
|
|
|
90
|
Winthrop Capital Management
Carmel,
Indiana
|
$24.1M
|
+$453K
|
+6,816
|
+2%
|
|
|
91
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$23.5M
|
-$3.03M
|
-45,584
|
-12%
|
|
|
92
|
Pathstone Holdings
Englewood,
New Jersey
|
$23.3M
|
+$993K
|
+14,936
|
+5%
|
|
|
93
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$22.9M
|
-$200K
|
-3,008
|
-0.9%
|
|
|
94
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.8M
|
-$467K
|
-7,024
|
-2%
|
|
|
95
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$22.6M
|
-$210K
|
-3,160
|
-1%
|
|
|
96
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.3M
|
+$212K
|
+3,192
|
+1%
|
|
|
97
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.3M
|
-$128K
|
-1,928
|
-0.6%
|
|
|
98
|
CVA Family Office
Denver,
Colorado
|
$21.4M
|
+$219K
|
+3,296
|
+1%
|
|
|
99
|
The Wealth Group
Eden Prairie,
Minnesota
|
$21.3M
|
+$171K
|
+2,576
|
+0.9%
|
|
|
100
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.3M
|
-$357K
|
-5,368
|
-2%
|
|
