|
76
|
William Blair & Company
Chicago,
Illinois
|
$39.4M
|
+$2.38M
|
+31,215
|
+6%
|
|
|
77
|
US Bancorp
Minneapolis,
Minnesota
|
$39.3M
|
-$2.71M
|
-35,609
|
-6%
|
|
|
78
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$38.6M
|
-$1.65M
|
-21,666
|
-4%
|
|
|
79
|
M&T Bank
Buffalo,
New York
|
$37.9M
|
+$20.5M
|
+268,806
|
+116%
|
|
|
80
|
Berkshire Money Management
Dalton,
Massachusetts
|
$36.7M
|
+$11.4M
|
+149,749
|
+45%
|
|
|
81
|
Corrigan Financial
Middletown,
Rhode Island
|
$35.9M
|
-$67.2K
|
-882
|
-0.2%
|
|
|
82
|
Ancora Advisors
Cleveland,
Ohio
|
$35.8M
|
+$717K
|
+9,403
|
+2%
|
|
|
83
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.8M
|
-$1.6M
|
-20,958
|
-4%
|
|
|
84
|
Bogart Wealth LLC
Mclean,
Virginia
|
$35.4M
|
+$1.04M
|
+13,676
|
+3%
|
|
|
85
|
SoFi Wealth
San Francisco,
California
|
$35.4M
|
+$1.32M
|
+17,271
|
+4%
|
|
|
86
|
AE Wealth Management
Topeka,
Kansas
|
$35.4M
|
+$1.97M
|
+25,817
|
+6%
|
|
|
87
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.3M
|
+$2.54M
|
+33,314
|
+8%
|
|
|
88
|
Annandale Capital
Dallas,
Texas
|
$34.2M
|
+$1.94M
|
+25,414
|
+6%
|
|
|
89
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$34M
|
+$34.1M
|
+446,938
|
+14,601%
|
|
|
90
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$33.8M
|
+$1.71M
|
+22,425
|
+5%
|
|
|
91
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$32.7M
|
+$3.21M
|
+42,183
|
+11%
|
|
|
92
|
Wiser Wealth Management
Marietta,
Georgia
|
$30.5M
|
+$382K
|
+5,007
|
+1%
|
|
|
93
|
United Services Automobile Association
San Antonio,
Texas
|
$30.5M
|
–
|
–
|
–
|
|
|
94
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.2M
|
+$160K
|
+2,093
|
+0.5%
|
|
|
95
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$30.2M
|
+$160K
|
+2,093
|
+0.5%
|
|
|
96
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$28.5M
|
-$7.55M
|
-99,037
|
-21%
|
|
|
97
|
Watchman Group
Plano,
Texas
|
$28.4M
|
+$9.48M
|
+124,443
|
+49%
|
|
|
98
|
CreativeOne Wealth
Overland Park,
Kansas
|
$27.1M
|
-$7.11M
|
-93,230
|
-21%
|
|
|
99
|
TIAA FSB
Jacksonville,
Florida
|
$27.1M
|
-$14.1M
|
-184,882
|
-34%
|
|
|
100
|
TD Private Client Wealth
New York
|
$27M
|
-$795K
|
-10,431
|
-3%
|
|
