|
101
|
Waverly Advisors
Birmingham,
Alabama
|
$29.8M
|
-$1.45M
|
-29,403
|
-5%
|
|
|
102
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$29.7M
|
+$27.6M
|
+560,755
|
+1,681%
|
|
|
103
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$29.1M
|
+$2.27M
|
+46,278
|
+9%
|
|
|
104
|
Texas Capital Bancshares
Dallas,
Texas
|
$28.8M
|
+$28.3M
|
+575,019
|
New
|
|
|
105
|
BIP Wealth
Atlanta,
Georgia
|
$28.4M
|
+$27.8M
|
+566,546
|
New
|
|
|
106
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$28.1M
|
+$1.35M
|
+27,465
|
+5%
|
|
|
107
|
CX Institutional
Auburn,
Indiana
|
$27.1M
|
+$12.6M
|
+256,424
|
+90%
|
|
|
108
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27M
|
-$28.8M
|
-586,499
|
-52%
|
|
|
109
|
Manning & Napier Advisors
Fairport,
New York
|
$25.5M
|
-$1.82M
|
-36,937
|
-7%
|
|
|
110
|
Jump Financial
Chicago,
Illinois
|
$25M
|
+$4.91M
|
+100,000
|
+25%
|
|
|
111
|
One Wealth Advisors
San Francisco,
California
|
$24.5M
|
-$651K
|
-13,251
|
-3%
|
|
|
112
|
Salomon & Ludwin
Richmond,
Virginia
|
$24.1M
|
-$3.19M
|
-64,829
|
-12%
|
|
|
113
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$24M
|
+$2.96M
|
+60,172
|
+14%
|
|
|
114
|
Lazard Asset Management
New York
|
$23.7M
|
+$23.3M
|
+473,768
|
New
|
|
|
115
|
Quotient Wealth Partners
Dallas,
Texas
|
$23.1M
|
-$843K
|
-17,151
|
-4%
|
|
|
116
|
Brookstone Capital Management
Wheaton,
Illinois
|
$22.8M
|
+$4.11M
|
+83,718
|
+23%
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22M
|
-$15.4K
|
-313
|
-0.1%
|
|
|
118
|
Regimen Wealth
Atlanta,
Georgia
|
$21.8M
|
+$82.7K
|
+1,682
|
+0.4%
|
|
|
119
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$21.5M
|
–
|
–
|
–
|
|
|
120
|
Colony Family Offices
Charlotte,
North Carolina
|
$21.5M
|
+$1.94M
|
+39,562
|
+10%
|
|
|
121
|
|
$21.4M
|
+$7.6M
|
+154,600
|
+57%
|
|
|
122
|
Regions Financial Corp
Birmingham,
Alabama
|
$21M
|
-$30.4M
|
-617,968
|
-60%
|
|
|
123
|
Jordan Park Group
San Francisco,
California
|
$20.8M
|
-$3.17M
|
-64,597
|
-13%
|
|
|
124
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.3M
|
+$567K
|
+11,529
|
+3%
|
|
|
125
|
Apella Capital
West Hartford,
Connecticut
|
$19.7M
|
+$1.17M
|
+23,743
|
+6%
|
|
