|
151
|
Simon Quick Advisors
Morristown,
New Jersey
|
$44.9M
|
+$3.74M
|
+26,649
|
+9%
|
|
|
152
|
Blue Edge Capital
Richmond,
Virginia
|
$44.7M
|
-$364K
|
-2,592
|
-0.8%
|
|
|
153
|
Colony Group
Boston,
Massachusetts
|
$44M
|
-$4.03M
|
-28,735
|
-8%
|
|
|
154
|
Allworth Financial
Folsom,
California
|
$43.7M
|
+$11.6M
|
+83,006
|
+36%
|
|
|
155
|
|
$43.7M
|
+$367K
|
+2,615
|
+0.8%
|
|
|
156
|
Wealthspire Advisors (New York)
New York
|
$43.4M
|
-$3.24M
|
-23,057
|
-7%
|
|
|
157
|
Rockefeller Capital Management
New York
|
$42.9M
|
+$948K
|
+6,757
|
+2%
|
|
|
158
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$42.7M
|
+$22.4M
|
+159,520
|
+107%
|
|
|
159
|
Steward Partners Investment Advisory
New York
|
$42.6M
|
-$4.2M
|
-29,923
|
-9%
|
|
|
160
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$42M
|
+$3.82M
|
+27,212
|
+10%
|
|
|
161
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.6M
|
+$1.36M
|
+9,688
|
+3%
|
|
|
162
|
Safeguard Financial
Minocqua,
Wisconsin
|
$41.3M
|
+$6.19M
|
+44,104
|
+17%
|
|
|
163
|
RMR Wealth Builders
Montclair,
New Jersey
|
$41.2M
|
+$3.14M
|
+22,345
|
+8%
|
|
|
164
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40.4M
|
-$1.8M
|
-12,794
|
-4%
|
|
|
165
|
Falcon Wealth Planning
Ontario,
California
|
$40.3M
|
+$3.42M
|
+24,361
|
+9%
|
|
|
166
|
Oxford Financial Group
Carmel,
Indiana
|
$39.9M
|
+$242K
|
+1,723
|
+0.6%
|
|
|
167
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$39.9M
|
-$3.45M
|
-24,603
|
-8%
|
|
|
168
|
Partners in Financial Planning
Salem,
Virginia
|
$39.7M
|
+$312K
|
+2,220
|
+0.8%
|
|
|
169
|
TMD Wealth Management
Scottsdale,
Arizona
|
$39.2M
|
+$2.84M
|
+20,257
|
+8%
|
|
|
170
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$38.9M
|
+$14.9M
|
+105,986
|
+60%
|
|
|
171
|
Total Wealth Planning
Cincinnati,
Ohio
|
$38.8M
|
+$2.1M
|
+14,959
|
+6%
|
|
|
172
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$38.7M
|
-$347K
|
-2,471
|
-0.9%
|
|
|
173
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$38.4M
|
-$107K
|
-762
|
-0.3%
|
|
|
174
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$38.2M
|
–
|
–
|
–
|
|
|
175
|
Summit Financial
Parsippany,
New Jersey
|
$38.2M
|
+$200K
|
+1,426
|
+0.5%
|
|
