|
76
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$42.3M
|
+$729K
|
+14,485
|
+2%
|
|
|
77
|
Heritage Investment Group
Pompano Beach,
Florida
|
$42.1M
|
+$975K
|
+19,381
|
+2%
|
|
|
78
|
One Capital Management
Westlake Village,
California
|
$40.7M
|
+$1.81M
|
+36,033
|
+5%
|
|
|
79
|
Allworth Financial
Folsom,
California
|
$40.6M
|
+$3.01M
|
+59,792
|
+8%
|
|
|
80
|
M&T Bank
Buffalo,
New York
|
$39.9M
|
+$319K
|
+6,342
|
+0.8%
|
|
|
81
|
Kestra Investment Management
Austin,
Texas
|
$39.9M
|
-$3.37M
|
-66,918
|
-8%
|
|
|
82
|
|
$39.7M
|
+$8.35M
|
+165,960
|
+27%
|
|
|
83
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$39.7M
|
+$910K
|
+18,091
|
+2%
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$38.3M
|
-$1.19M
|
-23,643
|
-3%
|
|
|
85
|
Evergreen Capital Management
Bellevue,
Washington
|
$37.5M
|
+$4.83K
|
+96
|
+0%
|
|
|
86
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$36.4M
|
-$551K
|
-10,953
|
-1%
|
|
|
87
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$35.2M
|
+$2.12M
|
+42,122
|
+6%
|
|
|
88
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$35.2M
|
+$6.74M
|
+133,935
|
+24%
|
|
|
89
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$34.8M
|
+$4.7M
|
+93,438
|
+16%
|
|
|
90
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$34.8M
|
+$1.54M
|
+30,628
|
+5%
|
|
|
91
|
Wealthspire Advisors (New York)
New York
|
$34.6M
|
-$37.8M
|
-751,283
|
-52%
|
|
|
92
|
Allen Investment Management
New York
|
$33.9M
|
+$2.54M
|
+50,416
|
+8%
|
|
|
93
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$33.6M
|
-$1.18M
|
-23,441
|
-3%
|
|
|
94
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.2M
|
+$23.5K
|
+467
|
+0.1%
|
|
|
95
|
AlphaCore Capital
La Jolla,
California
|
$32M
|
-$1.88M
|
-37,429
|
-6%
|
|
|
96
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$32M
|
+$941K
|
+18,709
|
+3%
|
|
|
97
|
BIP Wealth
Atlanta,
Georgia
|
$32M
|
+$3.51M
|
+69,800
|
+12%
|
|
|
98
|
Gleason Group
Prospect,
Kentucky
|
$31.7M
|
+$174K
|
+3,465
|
+0.6%
|
|
|
99
|
Astoria Strategic Wealth
Conroe,
Texas
|
$31.4M
|
-$734K
|
-14,595
|
-2%
|
|
|
100
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$31M
|
+$1.71M
|
+34,002
|
+6%
|
|
