|
76
|
Heritage Investment Group
Pompano Beach,
Florida
|
$40.9M
|
+$137K
|
+2,780
|
+0.3%
|
|
|
77
|
M&T Bank
Buffalo,
New York
|
$39.4M
|
+$1.1M
|
+22,457
|
+3%
|
|
|
78
|
Truist Financial
Charlotte,
North Carolina
|
$39.3M
|
+$4.21M
|
+85,705
|
+12%
|
|
|
79
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39.1M
|
+$13M
|
+264,954
|
+51%
|
|
|
80
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.8M
|
+$14.1M
|
+287,498
|
+59%
|
|
|
81
|
One Capital Management
Westlake Village,
California
|
$38.7M
|
-$3.86M
|
-78,575
|
-9%
|
|
|
82
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$38.6M
|
-$2.11M
|
-42,955
|
-5%
|
|
|
83
|
Allworth Financial
Folsom,
California
|
$37.4M
|
+$2.17M
|
+44,214
|
+6%
|
|
|
84
|
Evergreen Capital Management
Bellevue,
Washington
|
$37.3M
|
–
|
–
|
–
|
|
|
85
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$36.8M
|
-$6.1M
|
-124,114
|
-14%
|
|
|
86
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$34.6M
|
-$3.36M
|
-68,405
|
-9%
|
|
|
87
|
Willow Creek Wealth Management
Sebastopol,
California
|
$34M
|
+$232K
|
+4,713
|
+0.7%
|
|
|
88
|
AlphaCore Capital
La Jolla,
California
|
$33.8M
|
+$7.21M
|
+146,714
|
+28%
|
|
|
89
|
Renaissance Technologies
New York
|
$33.7M
|
-$18.5M
|
-376,900
|
-36%
|
|
|
90
|
Fort Point Capital Partners
San Francisco,
California
|
$33.7M
|
+$6.86M
|
+139,659
|
+26%
|
|
|
91
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$33.1M
|
+$739K
|
+15,042
|
+2%
|
|
|
92
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$32.9M
|
+$5.32M
|
+108,193
|
+20%
|
|
|
93
|
BSW Wealth Partners
Boulder,
Colorado
|
$32.1M
|
-$165K
|
-3,360
|
-0.5%
|
|
|
94
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.1M
|
+$24.6K
|
+501
|
+0.1%
|
|
|
95
|
Astoria Strategic Wealth
Conroe,
Texas
|
$32M
|
+$3.13M
|
+63,596
|
+11%
|
|
|
96
|
Gleason Group
Prospect,
Kentucky
|
$31.3M
|
+$258K
|
+5,241
|
+0.8%
|
|
|
97
|
|
$31.2M
|
-$17M
|
-346,657
|
-36%
|
|
|
98
|
Allen Investment Management
New York
|
$31.2M
|
-$350K
|
-7,123
|
-1%
|
|
|
99
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$30.9M
|
+$26.8M
|
+544,946
|
+747%
|
|
|
100
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$30M
|
+$1.35M
|
+27,378
|
+5%
|
|
