|
101
|
Lindbrook Capital
Calabasas,
California
|
$49.6M
|
+$53.6M
|
+388,489
|
New
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$47.5M
|
-$1.26M
|
-9,095
|
-2%
|
|
|
103
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$47.4M
|
-$1.3M
|
-9,416
|
-2%
|
|
|
104
|
Trellis Advisors
Ellensburg,
Washington
|
$46.3M
|
-$2.94M
|
-21,323
|
-6%
|
|
|
105
|
Caprock Group
Boise,
Idaho
|
$46.2M
|
-$90.7K
|
-657
|
-0.2%
|
|
|
106
|
Veritable
Wilmington,
Delaware
|
$46M
|
+$6.16M
|
+44,641
|
+14%
|
|
|
107
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$46M
|
+$24.1M
|
+174,410
|
+94%
|
|
|
108
|
Circle Wealth Management
Summit,
New Jersey
|
$45.8M
|
-$12.5M
|
-90,536
|
-20%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$45M
|
+$4.71M
|
+34,139
|
+11%
|
|
|
110
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$44.9M
|
-$97.3K
|
-705
|
-0.2%
|
|
|
111
|
ALPS Advisors
Denver,
Colorado
|
$44.4M
|
+$4.78M
|
+34,658
|
+11%
|
|
|
112
|
Regions Financial Corp
Birmingham,
Alabama
|
$44.4M
|
+$2.18M
|
+15,793
|
+5%
|
|
|
113
|
Tiedemann Advisors
New York
|
$44.1M
|
-$2.87M
|
-20,781
|
-6%
|
|
|
114
|
|
$43.6M
|
+$47.6M
|
+344,881
|
New
|
|
|
115
|
Zhang Financial
Portage,
Michigan
|
$43.3M
|
+$6.85M
|
+49,651
|
+17%
|
|
|
116
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$42.6M
|
-$1.1M
|
-7,974
|
-2%
|
|
|
117
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$42.6M
|
+$46M
|
+333,459
|
New
|
|
|
118
|
Brighton Jones LLC
Seattle,
Washington
|
$40.4M
|
+$4.11M
|
+29,764
|
+10%
|
|
|
119
|
Linscomb Wealth
Houston,
Texas
|
$40M
|
-$937K
|
-6,784
|
-2%
|
|
|
120
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$40M
|
+$3.88M
|
+28,075
|
+10%
|
|
|
121
|
Landaas & Company
Milwaukee,
Wisconsin
|
$39.1M
|
+$382K
|
+2,770
|
+0.9%
|
|
|
122
|
|
$39M
|
+$28.9M
|
+209,082
|
+217%
|
|
|
123
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$38.3M
|
+$1.62M
|
+11,714
|
+4%
|
|
|
124
|
JMG Financial Group
Downers Grove,
Illinois
|
$37.8M
|
-$2.33M
|
-16,882
|
-5%
|
|
|
125
|
Omnia Family Wealth
Aventura,
Florida
|
$36.5M
|
-$9.71M
|
-70,352
|
-20%
|
|
