|
101
|
Rockefeller Capital Management
New York
|
$39.7M
|
+$2.56M
|
+15,544
|
+7%
|
|
|
102
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$39.4M
|
+$374K
|
+2,268
|
+1%
|
|
|
103
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$39M
|
+$610K
|
+3,703
|
+2%
|
|
|
104
|
Wealth Architects
Mountain View,
California
|
$38.4M
|
+$1.31M
|
+7,939
|
+4%
|
|
|
105
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$37.9M
|
+$1.37M
|
+8,282
|
+4%
|
|
|
106
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$37.9M
|
+$36.3M
|
+220,475
|
New
|
|
|
107
|
Ballentine Partners
Waltham,
Massachusetts
|
$37.6M
|
-$37.3K
|
-226
|
-0.1%
|
|
|
108
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$37M
|
+$2.26M
|
+13,704
|
+7%
|
|
|
109
|
TD Capital Management
Memphis,
Tennessee
|
$36.4M
|
+$373K
|
+2,262
|
+1%
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36.2M
|
-$213K
|
-1,290
|
-0.6%
|
|
|
111
|
CIBC World Market
Toronto,
Ontario, Canada
|
$35.5M
|
-$19.8K
|
-120
|
-0.1%
|
|
|
112
|
Seneca Financial Advisors
Rochester,
New York
|
$35.5M
|
-$271K
|
-1,647
|
-0.8%
|
|
|
113
|
Edge Capital Group
Atlanta,
Georgia
|
$35.4M
|
+$931K
|
+5,651
|
+3%
|
|
|
114
|
PFS Investments
Duluth,
Georgia
|
$34.8M
|
-$1.68M
|
-10,217
|
-5%
|
|
|
115
|
GeoWealth Management
Chicago,
Illinois
|
$34.4M
|
+$22M
|
+133,381
|
+199%
|
|
|
116
|
Diversified Trust
Memphis,
Tennessee
|
$34.3M
|
+$175K
|
+1,064
|
+0.5%
|
|
|
117
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$34.1M
|
+$32.8M
|
+198,831
|
New
|
|
|
118
|
Equitable Holdings
New York
|
$34M
|
-$179K
|
-1,087
|
-0.5%
|
|
|
119
|
Pathstone Family Office
Englewood,
New Jersey
|
$33.8M
|
+$754K
|
+4,575
|
+2%
|
|
|
120
|
CPWM LLC
Seattle,
Washington
|
$33.8M
|
+$36.3M
|
+220,112
|
New
|
|
|
121
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$33.3M
|
+$2.07M
|
+12,542
|
+7%
|
|
|
122
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$32.7M
|
-$5.08M
|
-30,790
|
-14%
|
|
|
123
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.2M
|
+$4.54M
|
+27,537
|
+15%
|
|
|
124
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$32M
|
-$336K
|
-2,040
|
-1%
|
|
|
125
|
Fidelity Investments
Boston,
Massachusetts
|
$31.7M
|
+$1.83M
|
+11,093
|
+6%
|
|
