|
51
|
Verus Financial Partners
Richmond,
Virginia
|
$44.7M
|
+$324K
|
+6,823
|
+0.8%
|
|
|
52
|
KEB Asset Management
Springfield,
Illinois
|
$42.9M
|
+$1.1M
|
+23,229
|
+3%
|
|
|
53
|
Root Financial Partners
Encinitas,
California
|
$41.2M
|
+$2.13M
|
+44,900
|
+6%
|
|
|
54
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$38.6M
|
+$35.8M
|
+753,005
|
+4,102%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$38.2M
|
+$449K
|
+9,453
|
+1%
|
|
|
56
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$38.1M
|
+$2.6M
|
+54,757
|
+8%
|
|
|
57
|
Planning Center Inc
Moline,
Illinois
|
$37.3M
|
-$3.51M
|
-73,827
|
-9%
|
|
|
58
|
Wealth Architects
Mountain View,
California
|
$36.6M
|
-$54.4K
|
-1,144
|
-0.2%
|
|
|
59
|
Vise Technologies
New York
|
$36.6M
|
+$26.4M
|
+555,116
|
+312%
|
|
|
60
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$36.6M
|
+$386K
|
+8,119
|
+1%
|
|
|
61
|
Eclectic Associates
Fullerton,
California
|
$35.8M
|
+$5.21M
|
+109,634
|
+18%
|
|
|
62
|
Premier Financial Group
Eureka,
California
|
$35.4M
|
-$2.67M
|
-56,167
|
-7%
|
|
|
63
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$34.7M
|
+$2.07M
|
+43,591
|
+7%
|
|
|
64
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34.4M
|
-$280K
|
-5,897
|
-0.8%
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$34.3M
|
+$2.8M
|
+58,999
|
+9%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$33.3M
|
+$3.99M
|
+84,007
|
+14%
|
|
|
67
|
Capital Performance Advisors
Walnut Creek,
California
|
$33.1M
|
+$5.7M
|
+120,002
|
+22%
|
|
|
68
|
Trinity Financial Advisors
Columbus,
Ohio
|
$33M
|
+$456K
|
+9,602
|
+1%
|
|
|
69
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$29.9M
|
-$128K
|
-2,695
|
-0.4%
|
|
|
70
|
Equitable Holdings
New York
|
$29.8M
|
+$3.35M
|
+70,391
|
+13%
|
|
|
71
|
Schoolcraft Capital
Boulder,
Colorado
|
$29.5M
|
-$986K
|
-20,744
|
-3%
|
|
|
72
|
Three Arch Wealth Management
Irvine,
California
|
$29.3M
|
+$27.9M
|
+587,718
|
New
|
|
|
73
|
Fiduciary Financial Group
San Rafael,
California
|
$29.1M
|
+$1.88M
|
+39,611
|
+7%
|
|
|
74
|
|
$28.3M
|
+$3.06M
|
+64,315
|
+13%
|
|
|
75
|
Quent Long Short Global Small Cap Fund
New York
|
$28.3M
|
+$26.9M
|
+566,736
|
New
|
|
