|
76
|
Heritage Investment Group
Pompano Beach,
Florida
|
$40M
|
+$4.04M
|
+82,617
|
+11%
|
|
|
77
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$39.9M
|
+$795K
|
+16,264
|
+2%
|
|
|
78
|
Financial Engines Advisors
Santa Clara,
California
|
$38.8M
|
-$1.94M
|
-39,685
|
-5%
|
|
|
79
|
EP Wealth Advisors
Torrance,
California
|
$38.7M
|
+$552K
|
+11,301
|
+1%
|
|
|
80
|
M&T Bank
Buffalo,
New York
|
$37.5M
|
+$173K
|
+3,542
|
+0.5%
|
|
|
81
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$37M
|
+$1.52M
|
+31,053
|
+4%
|
|
|
82
|
Evergreen Capital Management
Bellevue,
Washington
|
$36.6M
|
+$36.4M
|
+745,522
|
New
|
|
|
83
|
New York Life Investment Management
New York
|
$36.5M
|
+$14.7M
|
+300,904
|
+68%
|
|
|
84
|
Allworth Financial
Folsom,
California
|
$34.5M
|
+$2.22M
|
+45,524
|
+7%
|
|
|
85
|
Truist Financial
Charlotte,
North Carolina
|
$34.3M
|
-$290K
|
-5,933
|
-0.8%
|
|
|
86
|
Willow Creek Wealth Management
Sebastopol,
California
|
$33.1M
|
-$4.88M
|
-99,877
|
-13%
|
|
|
87
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$31.7M
|
-$587K
|
-12,025
|
-2%
|
|
|
88
|
Passive Capital Management
Baltimore,
Maryland
|
$31.6M
|
-$227K
|
-4,645
|
-0.7%
|
|
|
89
|
BSW Wealth Partners
Boulder,
Colorado
|
$31.6M
|
-$5.22M
|
-106,908
|
-14%
|
|
|
90
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.4M
|
+$2.99M
|
+61,202
|
+11%
|
|
|
91
|
Modera Wealth Management
Westwood,
New Jersey
|
$31.4M
|
-$2.06M
|
-42,186
|
-6%
|
|
|
92
|
Allen Investment Management
New York
|
$30.9M
|
-$453K
|
-9,278
|
-1%
|
|
|
93
|
Waverly Advisors
Birmingham,
Alabama
|
$30.6M
|
-$2.31M
|
-47,285
|
-7%
|
|
|
94
|
Gleason Group
Prospect,
Kentucky
|
$30.4M
|
+$26.2M
|
+536,112
|
+634%
|
|
|
95
|
Astoria Strategic Wealth
Conroe,
Texas
|
$28.2M
|
-$195K
|
-3,997
|
-0.7%
|
|
|
96
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$28M
|
+$24M
|
+491,333
|
+615%
|
|
|
97
|
Bank of Hawaii
Honolulu,
Hawaii
|
$27.1M
|
+$3.84M
|
+78,626
|
+17%
|
|
|
98
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$27M
|
+$1.74M
|
+35,565
|
+7%
|
|
|
99
|
Manning & Napier Advisors
Fairport,
New York
|
$26.8M
|
+$2.1K
|
+43
|
+0%
|
|
|
100
|
Salomon & Ludwin
Richmond,
Virginia
|
$26.8M
|
+$517K
|
+10,589
|
+2%
|
|
