|
76
|
M&T Bank
Buffalo,
New York
|
$38.2M
|
+$2.97M
|
+58,702
|
+8%
|
|
|
77
|
BSW Wealth Partners
Boulder,
Colorado
|
$38M
|
-$1.13M
|
-22,396
|
-3%
|
|
|
78
|
Willow Creek Wealth Management
Sebastopol,
California
|
$37.8M
|
+$4.66M
|
+92,160
|
+14%
|
|
|
79
|
Heritage Investment Group
Pompano Beach,
Florida
|
$37M
|
+$81.2K
|
+1,606
|
+0.2%
|
|
|
80
|
Callan Capital
La Jolla,
California
|
$36.1M
|
-$5.04M
|
-99,719
|
-12%
|
|
|
81
|
|
$35.7M
|
+$443K
|
+8,767
|
+1%
|
|
|
82
|
Wealthspire Advisors (New York)
New York
|
$35.3M
|
-$2.16M
|
-42,723
|
-6%
|
|
|
83
|
Merriman Wealth Management
Seattle,
Washington
|
$35.3M
|
-$180K
|
-3,564
|
-0.5%
|
|
|
84
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$34M
|
+$9.32M
|
+184,384
|
+37%
|
|
|
85
|
Modera Wealth Management
Westwood,
New Jersey
|
$34M
|
+$1.14M
|
+22,564
|
+3%
|
|
|
86
|
Waverly Advisors
Birmingham,
Alabama
|
$33.8M
|
+$31.2M
|
+616,796
|
+1,078%
|
|
|
87
|
Passive Capital Management
Baltimore,
Maryland
|
$32.8M
|
-$1.34M
|
-26,583
|
-4%
|
|
|
88
|
Allworth Financial
Folsom,
California
|
$32.5M
|
+$4.38M
|
+86,697
|
+15%
|
|
|
89
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$32.2M
|
+$890K
|
+17,611
|
+3%
|
|
|
90
|
Allen Investment Management
New York
|
$32M
|
–
|
–
|
–
|
|
|
91
|
One Capital Management
Westlake Village,
California
|
$31.2M
|
-$3.99M
|
-78,917
|
-11%
|
|
|
92
|
Astoria Strategic Wealth
Conroe,
Texas
|
$28.9M
|
-$4.12M
|
-81,409
|
-12%
|
|
|
93
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$28.8M
|
-$4.87M
|
-96,295
|
-14%
|
|
|
94
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28.8M
|
+$856K
|
+16,927
|
+3%
|
|
|
95
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28M
|
-$1.97M
|
-38,883
|
-6%
|
|
|
96
|
Facet Wealth Inc
Baltimore,
Maryland
|
$27.8M
|
+$7.5M
|
+148,364
|
+37%
|
|
|
97
|
One Wealth Advisors
San Francisco,
California
|
$27.2M
|
+$3.86M
|
+76,296
|
+16%
|
|
|
98
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$27.1M
|
+$1.39M
|
+27,582
|
+5%
|
|
|
99
|
Brown Advisory
Baltimore,
Maryland
|
$27M
|
+$14.5M
|
+286,938
|
+114%
|
|
|
100
|
Manning & Napier Advisors
Fairport,
New York
|
$26.9M
|
+$2.39M
|
+47,206
|
+10%
|
|
