|
151
|
Blue Edge Capital
Richmond,
Virginia
|
$45.4M
|
-$543K
|
-3,911
|
-1%
|
|
|
152
|
RMR Wealth Builders
Montclair,
New Jersey
|
$45.4M
|
+$11.2M
|
+80,693
|
+27%
|
|
|
153
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$44.1M
|
+$193K
|
+1,391
|
+0.4%
|
|
|
154
|
Falcon Wealth Planning
Ontario,
California
|
$43.7M
|
+$2.16M
|
+15,546
|
+5%
|
|
|
155
|
Wealthspire Advisors (New York)
New York
|
$43.5M
|
-$1.15M
|
-8,251
|
-3%
|
|
|
156
|
Franklin Resources
San Mateo,
California
|
$43.2M
|
-$8.99M
|
-64,748
|
-18%
|
|
|
157
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$43M
|
-$173K
|
-1,243
|
-0.4%
|
|
|
158
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$43M
|
-$4.81M
|
-34,657
|
-10%
|
|
|
159
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$42.2M
|
-$9.68M
|
-69,699
|
-19%
|
|
|
160
|
TMD Wealth Management
Scottsdale,
Arizona
|
$42M
|
+$1.64M
|
+11,814
|
+4%
|
|
|
161
|
Oxford Financial Group
Carmel,
Indiana
|
$41.4M
|
+$268K
|
+1,928
|
+0.7%
|
|
|
162
|
Total Wealth Planning
Cincinnati,
Ohio
|
$41M
|
+$1.04M
|
+7,508
|
+3%
|
|
|
163
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$40.9M
|
-$9.72M
|
-69,961
|
-20%
|
|
|
164
|
Atria Investments
Charlotte,
North Carolina
|
$40.5M
|
-$7.36M
|
-52,977
|
-16%
|
|
|
165
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40.4M
|
–
|
–
|
–
|
|
|
166
|
Steward Partners Investment Advisory
New York
|
$40.4M
|
-$3.36M
|
-24,188
|
-8%
|
|
|
167
|
Partners in Financial Planning
Salem,
Virginia
|
$40.3M
|
-$456K
|
-3,282
|
-1%
|
|
|
168
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$40.3M
|
-$760K
|
-5,469
|
-2%
|
|
|
169
|
Crane Advisory
Fullerton,
California
|
$39.8M
|
+$3.02M
|
+21,760
|
+8%
|
|
|
170
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$39.3M
|
+$38.4M
|
+276,500
|
New
|
|
|
171
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$38.7M
|
-$16.8M
|
-120,674
|
-31%
|
|
|
172
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$38.6M
|
-$97.6K
|
-703
|
-0.3%
|
|
|
173
|
Summit Financial
Parsippany,
New Jersey
|
$38.1M
|
-$1.13M
|
-8,117
|
-3%
|
|
|
174
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$37.6M
|
-$349K
|
-2,516
|
-0.9%
|
|
|
175
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$37.5M
|
-$1.92M
|
-13,831
|
-5%
|
|
