|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.5M
|
+$93.8K
|
+1,850
|
+0.3%
|
|
|
77
|
M&T Bank
Buffalo,
New York
|
$36.5M
|
-$6.05M
|
-119,440
|
-14%
|
|
|
78
|
BSW Wealth Partners
Boulder,
Colorado
|
$36M
|
+$382K
|
+7,529
|
+1%
|
|
|
79
|
EP Wealth Advisors
Torrance,
California
|
$35.2M
|
+$92.9K
|
+1,832
|
+0.3%
|
|
|
80
|
Financial Engines Advisors
Santa Clara,
California
|
$35.1M
|
-$2.17M
|
-42,765
|
-6%
|
|
|
81
|
Passive Capital Management
Baltimore,
Maryland
|
$34.4M
|
+$2.05M
|
+40,374
|
+6%
|
|
|
82
|
Allen Investment Management
New York
|
$34.2M
|
-$4.69M
|
-92,487
|
-12%
|
|
|
83
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.5M
|
-$705K
|
-13,904
|
-2%
|
|
|
84
|
Willow Creek Wealth Management
Sebastopol,
California
|
$32.7M
|
+$347K
|
+6,851
|
+1%
|
|
|
85
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$31.6M
|
-$52.7K
|
-1,040
|
-0.2%
|
|
|
86
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29.5M
|
+$2.79M
|
+55,009
|
+10%
|
|
|
87
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$29.4M
|
+$4.36M
|
+85,971
|
+17%
|
|
|
88
|
Wealthspire Advisors (New York)
New York
|
$29.2M
|
-$1.41M
|
-27,850
|
-5%
|
|
|
89
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$26.7M
|
-$1.33M
|
-26,209
|
-5%
|
|
|
90
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$26.3M
|
-$390K
|
-7,688
|
-1%
|
|
|
91
|
Manning & Napier Group
Fairport,
New York
|
$26.3M
|
–
|
–
|
–
|
|
|
92
|
Truist Financial
Charlotte,
North Carolina
|
$26.1M
|
+$1.59M
|
+31,364
|
+6%
|
|
|
93
|
Lazard Asset Management
New York
|
$25.5M
|
–
|
–
|
–
|
|
|
94
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$24.4M
|
+$1.15M
|
+22,732
|
+5%
|
|
|
95
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.9M
|
-$1.53M
|
-30,279
|
-6%
|
|
|
96
|
One Capital Management
Westlake Village,
California
|
$23.5M
|
-$867K
|
-17,108
|
-4%
|
|
|
97
|
Bank of Hawaii
Honolulu,
Hawaii
|
$23M
|
+$1.82M
|
+35,820
|
+9%
|
|
|
98
|
Lido Advisors
Los Angeles,
California
|
$22.8M
|
-$3.87M
|
-76,321
|
-14%
|
|
|
99
|
Cetera Advisor Networks
El Segundo,
California
|
$22.2M
|
+$586K
|
+11,560
|
+3%
|
|
|
100
|
a16z Perennial Management
Menlo Park,
California
|
$22M
|
–
|
–
|
–
|
|
