|
101
|
Human Investing
Lake Oswego,
Oregon
|
$28.7M
|
+$1.39M
|
+17,467
|
+5%
|
|
|
102
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.2M
|
+$552K
|
+6,952
|
+2%
|
|
|
103
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$28.2M
|
+$678K
|
+8,544
|
+2%
|
|
|
104
|
SoFi Wealth
San Francisco,
California
|
$28.2M
|
+$28.7M
|
+361,391
|
New
|
|
|
105
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$27.8M
|
-$1.86M
|
-23,441
|
-6%
|
|
|
106
|
Wiser Wealth Management
Marietta,
Georgia
|
$27.6M
|
+$1.86M
|
+23,444
|
+7%
|
|
|
107
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$26.6M
|
-$1.25M
|
-15,773
|
-4%
|
|
|
108
|
Brookstone Capital Management
Wheaton,
Illinois
|
$24.6M
|
+$1.74M
|
+21,981
|
+7%
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
$23.6M
|
-$750K
|
-9,453
|
-3%
|
|
|
110
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$23.3M
|
-$2.42M
|
-30,497
|
-9%
|
|
|
111
|
First Horizon Advisors
Memphis,
Tennessee
|
$23.1M
|
-$7.9M
|
-99,479
|
-25%
|
|
|
112
|
Savant Capital
Rockford,
Illinois
|
$23M
|
+$2.62M
|
+33,011
|
+13%
|
|
|
113
|
William Blair & Company
Chicago,
Illinois
|
$22.4M
|
+$17.5M
|
+220,935
|
+332%
|
|
|
114
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$22.3M
|
+$775K
|
+9,757
|
+4%
|
|
|
115
|
Ancora Advisors
Cleveland,
Ohio
|
$22.1M
|
+$7.96M
|
+100,283
|
+55%
|
|
|
116
|
Disciplina Capital Management
Nashville,
Tennessee
|
$21.6M
|
-$1.66M
|
-20,945
|
-7%
|
|
|
117
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.3M
|
+$21.8M
|
+274,747
|
New
|
|
|
118
|
Fort Henry Capital
Wheeling,
West Virginia
|
$21.3M
|
+$90.3K
|
+1,138
|
+0.4%
|
|
|
119
|
Acropolis Investment Management
St. Louis,
Missouri
|
$21.2M
|
+$21M
|
+264,916
|
+3,634%
|
|
|
120
|
CX Institutional
Auburn,
Indiana
|
$21.1M
|
-$4.58M
|
-57,743
|
-18%
|
|
|
121
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.8M
|
+$14.3M
|
+180,557
|
+208%
|
|
|
122
|
Cambridge Trust
Cambridge,
Massachusetts
|
$20.7M
|
-$4.52M
|
-56,942
|
-18%
|
|
|
123
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$20.6M
|
+$775K
|
+9,760
|
+4%
|
|
|
124
|
Modera Wealth Management
Westwood,
New Jersey
|
$20.5M
|
-$1.6M
|
-20,181
|
-7%
|
|
|
125
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$20.5M
|
+$1.56M
|
+19,644
|
+8%
|
|
