|
76
|
Sunflower Bank
Dallas,
Texas
|
$35.2M
|
+$3.61M
|
+73,681
|
+12%
|
|
|
77
|
Bank of New York Mellon
New York
|
$35.1M
|
+$13.6M
|
+276,890
|
+67%
|
|
|
78
|
Modera Wealth Management
Westwood,
New Jersey
|
$34.5M
|
+$2.51M
|
+51,094
|
+8%
|
|
|
79
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$33.9M
|
+$7.79M
|
+158,858
|
+31%
|
|
|
80
|
Willow Creek Wealth Management
Sebastopol,
California
|
$32.7M
|
-$9.41M
|
-191,832
|
-23%
|
|
|
81
|
Passive Capital Management
Baltimore,
Maryland
|
$32.6M
|
+$6.69M
|
+136,511
|
+27%
|
|
|
82
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$32M
|
+$1.57M
|
+32,011
|
+5%
|
|
|
83
|
Avidian Wealth Enterprises
Houston,
Texas
|
$31.5M
|
+$1.74M
|
+35,396
|
+6%
|
|
|
84
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31.4M
|
+$9.36M
|
+190,892
|
+45%
|
|
|
85
|
Wealthspire Advisors (New York)
New York
|
$30.9M
|
+$2.7M
|
+55,157
|
+10%
|
|
|
86
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28.3M
|
-$2.11M
|
-43,063
|
-7%
|
|
|
87
|
Manning & Napier Group
Fairport,
New York
|
$28.3M
|
–
|
–
|
–
|
|
|
88
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$27.1M
|
+$1.93M
|
+39,436
|
+8%
|
|
|
89
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$27M
|
-$1.38M
|
-28,087
|
-5%
|
|
|
90
|
Lido Advisors
Los Angeles,
California
|
$26.9M
|
-$5.63M
|
-114,858
|
-18%
|
|
|
91
|
Lazard Asset Management
New York
|
$26.6M
|
–
|
–
|
–
|
|
|
92
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$25.9M
|
+$22.6M
|
+461,241
|
+997%
|
|
|
93
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.9M
|
+$4.87M
|
+99,366
|
+24%
|
|
|
94
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.7M
|
-$3.17M
|
-64,750
|
-11%
|
|
|
95
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.4M
|
+$718K
|
+14,649
|
+3%
|
|
|
96
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$25.2M
|
-$3.57M
|
-72,861
|
-13%
|
|
|
97
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$25M
|
+$11.6M
|
+236,485
|
+93%
|
|
|
98
|
Truist Financial
Charlotte,
North Carolina
|
$24.7M
|
-$1.8M
|
-36,794
|
-7%
|
|
|
99
|
One Capital Management
Westlake Village,
California
|
$24.6M
|
+$20.1M
|
+410,854
|
+575%
|
|
|
100
|
Barclays
London,
United Kingdom
|
$23.6M
|
+$22.7M
|
+463,236
|
New
|
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