|
101
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$34.7M
|
+$362K
|
+2,428
|
+1%
|
|
|
102
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$34.4M
|
+$29.5M
|
+198,062
|
+691%
|
|
|
103
|
Wealth Architects
Mountain View,
California
|
$34.4M
|
+$844K
|
+5,662
|
+3%
|
|
|
104
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$33.6M
|
+$636K
|
+4,264
|
+2%
|
|
|
105
|
Prudential Financial
Newark,
New Jersey
|
$32.7M
|
-$10.1K
|
-68
|
-0%
|
|
|
106
|
PDS Planning
Dublin,
Ohio
|
$32.4M
|
+$806K
|
+5,409
|
+3%
|
|
|
107
|
TD Capital Management
Memphis,
Tennessee
|
$32.4M
|
+$116K
|
+776
|
+0.4%
|
|
|
108
|
Valence8 US
Cambridge,
Massachusetts
|
$32.1M
|
+$31.5M
|
+211,651
|
New
|
|
|
109
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$32M
|
+$1.04M
|
+6,990
|
+3%
|
|
|
110
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31.9M
|
+$18M
|
+121,031
|
+136%
|
|
|
111
|
NewEdge Advisors
New Orleans,
Louisiana
|
$31.9M
|
+$7.35M
|
+49,303
|
+23%
|
|
|
112
|
Ballentine Partners
Waltham,
Massachusetts
|
$31.8M
|
-$1.29M
|
-8,643
|
-4%
|
|
|
113
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$31.2M
|
+$219K
|
+1,470
|
+0.7%
|
|
|
114
|
Fidelity Investments
Boston,
Massachusetts
|
$30.9M
|
+$441K
|
+2,960
|
+1%
|
|
|
115
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.8M
|
-$471K
|
-3,159
|
-2%
|
|
|
116
|
AGF Management
Toronto,
Ontario, Canada
|
$30.6M
|
+$30M
|
+201,420
|
New
|
|
|
117
|
M&T Bank
Buffalo,
New York
|
$30.4M
|
-$1.34M
|
-8,992
|
-4%
|
|
|
118
|
Seneca Financial Advisors
Rochester,
New York
|
$30.2M
|
-$1.07M
|
-7,209
|
-3%
|
|
|
119
|
Family Investment Center
Saint Joseph,
Missouri
|
$30M
|
+$29.5M
|
+197,794
|
New
|
|
|
120
|
Karpus Investment Management
Pittsford,
New York
|
$29.1M
|
-$548K
|
-3,680
|
-2%
|
|
|
121
|
Steward Partners Investment Advisory
New York
|
$28.8M
|
+$1.41M
|
+9,454
|
+5%
|
|
|
122
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$28.7M
|
+$2.2M
|
+14,764
|
+8%
|
|
|
123
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$28.4M
|
+$27.9M
|
+187,014
|
New
|
|
|
124
|
Northern Trust
Chicago,
Illinois
|
$28.3M
|
+$2.86M
|
+19,211
|
+12%
|
|
|
125
|
Family Management
New York
|
$28M
|
+$1.72M
|
+11,509
|
+7%
|
|
