|
101
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.5M
|
+$501K
|
+6,075
|
+3%
|
|
|
102
|
Carlson Capital Management
Northfield,
Minnesota
|
$18.4M
|
+$2.59M
|
+31,447
|
+15%
|
|
|
103
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$18.3M
|
+$227K
|
+2,754
|
+1%
|
|
|
104
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$18.3M
|
+$225K
|
+2,726
|
+1%
|
|
|
105
|
Atria Wealth Solutions
New York
|
$17.9M
|
+$5.94M
|
+72,086
|
+44%
|
|
|
106
|
Pacific Capital Wealth Advisors
Corona,
California
|
$17.8M
|
-$36.2K
|
-439
|
-0.2%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$17.7M
|
-$17.6M
|
-213,061
|
-48%
|
|
|
108
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$17.5M
|
-$51K
|
-618
|
-0.3%
|
|
|
109
|
Whelan Financial
Fresno,
California
|
$17.5M
|
+$1.02M
|
+12,400
|
+6%
|
|
|
110
|
Principal Financial Group
Des Moines,
Iowa
|
$17.5M
|
-$454K
|
-5,503
|
-2%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
-$3.05M
|
-37,040
|
-15%
|
|
|
112
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$17.4M
|
+$18.9M
|
+229,538
|
New
|
|
|
113
|
Capital Investment Advisors
Atlanta,
Georgia
|
$17.3M
|
+$403K
|
+4,886
|
+2%
|
|
|
114
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$17M
|
+$2.39M
|
+28,976
|
+15%
|
|
|
115
|
Comerica Bank
Dallas,
Texas
|
$16.8M
|
+$18.3M
|
+221,767
|
New
|
|
|
116
|
Falcon Wealth Planning
Ontario,
California
|
$16.7M
|
+$881K
|
+10,685
|
+5%
|
|
|
117
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16.6M
|
-$18.2M
|
-220,960
|
-50%
|
|
|
118
|
Bailard
Foster City,
California
|
$16.4M
|
+$6.99M
|
+84,790
|
+64%
|
|
|
119
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$16.4M
|
-$427K
|
-5,176
|
-2%
|
|
|
120
|
Wealthspire Advisors (New York)
New York
|
$16.4M
|
-$379K
|
-4,600
|
-2%
|
|
|
121
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$16.2M
|
–
|
–
|
–
|
|
|
122
|
JMG Financial Group
Downers Grove,
Illinois
|
$16.2M
|
-$1.94M
|
-23,542
|
-10%
|
|
|
123
|
Victory Capital Management
San Antonio,
Texas
|
$16.1M
|
–
|
–
|
–
|
|
|
124
|
Community Trust & Investment
Versailles,
Kentucky
|
$16M
|
+$1.05M
|
+12,688
|
+6%
|
|
|
125
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$16M
|
+$3.01M
|
+36,504
|
+21%
|
|
