|
76
|
Wealthspire Advisors (New York)
New York
|
$38.2M
|
+$5.57M
|
+109,850
|
+17%
|
|
|
77
|
Heritage Investment Group
Pompano Beach,
Florida
|
$37.6M
|
-$510K
|
-10,060
|
-1%
|
|
|
78
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$36.7M
|
+$3.87M
|
+76,379
|
+12%
|
|
|
79
|
Merriman Wealth Management
Seattle,
Washington
|
$36.2M
|
-$1.81M
|
-35,750
|
-5%
|
|
|
80
|
Kestra Investment Management
Austin,
Texas
|
$36M
|
+$10.9M
|
+214,638
|
+44%
|
|
|
81
|
|
$36M
|
+$5.23M
|
+103,265
|
+17%
|
|
|
82
|
M&T Bank
Buffalo,
New York
|
$35.9M
|
+$291K
|
+5,740
|
+0.8%
|
|
|
83
|
One Capital Management
Westlake Village,
California
|
$35.8M
|
-$1.26M
|
-24,896
|
-3%
|
|
|
84
|
Passive Capital Management
Baltimore,
Maryland
|
$34.8M
|
-$14.6K
|
-288
|
-0%
|
|
|
85
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$34.3M
|
-$298K
|
-5,878
|
-0.9%
|
|
|
86
|
Willow Creek Wealth Management
Sebastopol,
California
|
$33.8M
|
+$31.2K
|
+616
|
+0.1%
|
|
|
87
|
Astoria Strategic Wealth
Conroe,
Texas
|
$33.6M
|
+$33.4M
|
+658,205
|
New
|
|
|
88
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.5M
|
-$392K
|
-7,737
|
-1%
|
|
|
89
|
Allen Investment Management
New York
|
$32.7M
|
-$1.84M
|
-36,215
|
-5%
|
|
|
90
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$31.8M
|
+$185K
|
+3,648
|
+0.6%
|
|
|
91
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.6M
|
-$4.92M
|
-97,111
|
-14%
|
|
|
92
|
Truist Financial
Charlotte,
North Carolina
|
$30.1M
|
+$1.69M
|
+33,315
|
+6%
|
|
|
93
|
Allworth Financial
Folsom,
California
|
$28.8M
|
+$2.34M
|
+46,155
|
+9%
|
|
|
94
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$28M
|
+$897K
|
+17,696
|
+3%
|
|
|
95
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28M
|
+$917K
|
+18,094
|
+3%
|
|
|
96
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26.5M
|
-$482K
|
-9,507
|
-2%
|
|
|
97
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$26.2M
|
+$1.35M
|
+26,686
|
+5%
|
|
|
98
|
Salomon & Ludwin
Richmond,
Virginia
|
$25.6M
|
+$2.68M
|
+52,981
|
+12%
|
|
|
99
|
Bank of Hawaii
Honolulu,
Hawaii
|
$25.4M
|
+$921K
|
+18,179
|
+4%
|
|
|
100
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$25.2M
|
+$3.26M
|
+64,413
|
+15%
|
|
