|
101
|
BSW Wealth Partners
Boulder,
Colorado
|
$31M
|
-$1.3M
|
-25,832
|
-4%
|
|
|
102
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$30.7M
|
+$863K
|
+17,158
|
+3%
|
|
|
103
|
Waverly Advisors
Birmingham,
Alabama
|
$30.3M
|
+$366K
|
+7,279
|
+1%
|
|
|
104
|
Old National Bancorp
Evansville,
Indiana
|
$30M
|
+$11M
|
+218,091
|
+58%
|
|
|
105
|
Manning & Napier Advisors
Fairport,
New York
|
$29.6M
|
+$3.98M
|
+79,087
|
+16%
|
|
|
106
|
Jordan Park Group
San Francisco,
California
|
$29.3M
|
+$8.41M
|
+167,088
|
+40%
|
|
|
107
|
CX Institutional
Auburn,
Indiana
|
$28.4M
|
+$1.13M
|
+22,442
|
+4%
|
|
|
108
|
MBB Public Markets
Chicago,
Illinois
|
$28.1M
|
+$28.1M
|
+558,333
|
New
|
|
|
109
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$26.8M
|
+$2.68M
|
+53,251
|
+11%
|
|
|
110
|
Salomon & Ludwin
Richmond,
Virginia
|
$26M
|
+$1.68M
|
+33,355
|
+7%
|
|
|
111
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25.5M
|
+$2.59M
|
+51,388
|
+11%
|
|
|
112
|
One Wealth Advisors
San Francisco,
California
|
$24.1M
|
-$525K
|
-10,436
|
-2%
|
|
|
113
|
New York Life Investment Management
New York
|
$23.9M
|
-$19.2M
|
-380,799
|
-44%
|
|
|
114
|
Quotient Wealth Partners
Dallas,
Texas
|
$23.8M
|
+$530K
|
+10,536
|
+2%
|
|
|
115
|
Lazard Asset Management
New York
|
$22.8M
|
-$991K
|
-19,704
|
-4%
|
|
|
116
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$22.8M
|
+$16M
|
+317,820
|
+236%
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.5M
|
+$377K
|
+7,483
|
+2%
|
|
|
118
|
Regimen Wealth
Atlanta,
Georgia
|
$22.4M
|
+$497K
|
+9,879
|
+2%
|
|
|
119
|
Seneca Financial Advisors
Rochester,
New York
|
$22M
|
+$2.28M
|
+45,215
|
+12%
|
|
|
120
|
Apella Capital
West Hartford,
Connecticut
|
$21.8M
|
+$2.25M
|
+44,649
|
+11%
|
|
|
121
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$21.4M
|
–
|
–
|
–
|
|
|
122
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$21.3M
|
+$3.12M
|
+61,995
|
+17%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$21.2M
|
+$2.52M
|
+50,172
|
+14%
|
|
|
124
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.4M
|
+$83.7K
|
+1,663
|
+0.4%
|
|
|
125
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$20.3M
|
+$1.05M
|
+20,919
|
+5%
|
|
