|
76
|
EP Wealth Advisors
Torrance,
California
|
$38.6M
|
-$1.38M
|
-27,501
|
-3%
|
|
|
77
|
Willow Creek Wealth Management
Sebastopol,
California
|
$38.5M
|
+$1.06M
|
+21,154
|
+3%
|
|
|
78
|
Foster Group
West Des Moines,
Iowa
|
$38.5M
|
-$558K
|
-11,156
|
-1%
|
|
|
79
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$38M
|
+$38.3M
|
+765,171
|
New
|
|
|
80
|
M&T Bank
Buffalo,
New York
|
$37.8M
|
-$13.8K
|
-275
|
-0%
|
|
|
81
|
BSW Wealth Partners
Boulder,
Colorado
|
$37.3M
|
-$355K
|
-7,092
|
-0.9%
|
|
|
82
|
Heritage Investment Group
Pompano Beach,
Florida
|
$36.3M
|
-$292K
|
-5,840
|
-0.8%
|
|
|
83
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$35.9M
|
+$2.3M
|
+45,883
|
+7%
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$35M
|
-$6.65M
|
-132,983
|
-16%
|
|
|
85
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.9M
|
+$246K
|
+4,916
|
+0.7%
|
|
|
86
|
Waverly Advisors
Birmingham,
Alabama
|
$33.3M
|
-$127K
|
-2,531
|
-0.4%
|
|
|
87
|
Passive Capital Management
Baltimore,
Maryland
|
$32.3M
|
-$201K
|
-4,014
|
-0.6%
|
|
|
88
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$32.2M
|
+$935K
|
+18,686
|
+3%
|
|
|
89
|
Allworth Financial
Folsom,
California
|
$32M
|
+$386K
|
+7,712
|
+1%
|
|
|
90
|
Allen Investment Management
New York
|
$31.7M
|
–
|
–
|
–
|
|
|
91
|
One Capital Management
Westlake Village,
California
|
$31M
|
+$116K
|
+2,324
|
+0.4%
|
|
|
92
|
Fort Point Capital Partners
San Francisco,
California
|
$29.2M
|
+$4.85M
|
+96,967
|
+20%
|
|
|
93
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$29M
|
+$738K
|
+14,745
|
+3%
|
|
|
94
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.8M
|
-$22.1M
|
-441,691
|
-43%
|
|
|
95
|
Astoria Strategic Wealth
Conroe,
Texas
|
$28.7M
|
+$111K
|
+2,210
|
+0.4%
|
|
|
96
|
CX Institutional
Auburn,
Indiana
|
$28.6M
|
+$5.68M
|
+113,472
|
+24%
|
|
|
97
|
Brown Advisory
Baltimore,
Maryland
|
$28.6M
|
+$1.94M
|
+38,733
|
+7%
|
|
|
98
|
Callan Capital
La Jolla,
California
|
$27.3M
|
-$8.53M
|
-170,563
|
-24%
|
|
|
99
|
One Wealth Advisors
San Francisco,
California
|
$27.3M
|
+$380K
|
+7,599
|
+1%
|
|
|
100
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$27.3M
|
+$436K
|
+8,705
|
+2%
|
|
