|
76
|
Summit Financial Strategies
Columbus,
Ohio
|
$39.7M
|
+$7.7M
|
+62,017
|
+25%
|
|
|
77
|
MML Investors Services
Springfield,
Massachusetts
|
$39.5M
|
+$4.19M
|
+33,783
|
+12%
|
|
|
78
|
Lido Advisors
Los Angeles,
California
|
$39.4M
|
-$2.8M
|
-22,555
|
-7%
|
|
|
79
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$39.3M
|
+$847K
|
+6,827
|
+2%
|
|
|
80
|
Steele Capital Management
Dubuque,
Iowa
|
$39.1M
|
+$9.93K
|
+80
|
+0%
|
|
|
81
|
M&T Bank
Buffalo,
New York
|
$38.8M
|
+$10.4M
|
+84,011
|
+38%
|
|
|
82
|
TD Private Client Wealth
New York
|
$38.7M
|
+$1.56M
|
+12,581
|
+4%
|
|
|
83
|
Highland Financial Advisors
Wayne,
New Jersey
|
$38.3M
|
+$6.55M
|
+52,805
|
+21%
|
|
|
84
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36.9M
|
+$1.2M
|
+9,668
|
+3%
|
|
|
85
|
LVW Advisors
Pittsford,
New York
|
$36.8M
|
-$3.9M
|
-31,420
|
-10%
|
|
|
86
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$35M
|
+$4.7M
|
+37,873
|
+16%
|
|
|
87
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$33.7M
|
+$3.33M
|
+26,858
|
+11%
|
|
|
88
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$33.5M
|
-$377K
|
-3,038
|
-1%
|
|
|
89
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$32.2M
|
+$7.76M
|
+62,497
|
+33%
|
|
|
90
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.4M
|
+$21.5M
|
+173,563
|
+270%
|
|
|
91
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30M
|
-$699K
|
-5,630
|
-2%
|
|
|
92
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$29.9M
|
+$4.44M
|
+35,769
|
+18%
|
|
|
93
|
Cynosure Group
Salt Lake City,
Utah
|
$29.7M
|
-$3.76M
|
-30,287
|
-12%
|
|
|
94
|
&Partners
Nashville,
Tennessee
|
$28.5M
|
+$498K
|
+4,012
|
+2%
|
|
|
95
|
Global Retirement Partners
San Rafael,
California
|
$28.2M
|
+$27.4M
|
+220,568
|
New
|
|
|
96
|
Arrowroot Family Office
Marina Del Rey,
California
|
$28M
|
+$1.49M
|
+12,046
|
+6%
|
|
|
97
|
Condor Capital Management
Martinsville,
New Jersey
|
$27.2M
|
-$522K
|
-4,204
|
-2%
|
|
|
98
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$27.1M
|
+$930K
|
+7,493
|
+4%
|
|
|
99
|
Perkins Coie Trust Company
Seattle,
Washington
|
$26.4M
|
+$471K
|
+3,795
|
+2%
|
|
|
100
|
Planning Strategies
Lancaster,
Pennsylvania
|
$26.3M
|
+$25.5M
|
+205,539
|
New
|
|
