|
76
|
Wealth Architects
Mountain View,
California
|
$12.5M
|
+$175K
|
+1,772
|
+1%
|
|
|
77
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.3M
|
+$382K
|
+3,860
|
+3%
|
|
|
78
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.1M
|
-$425K
|
-4,294
|
-3%
|
|
|
79
|
Alesco Advisors
Pittsford,
New York
|
$11.8M
|
-$899K
|
-9,088
|
-7%
|
|
|
80
|
Franklin Resources
San Mateo,
California
|
$11.3M
|
+$140K
|
+1,414
|
+1%
|
|
|
81
|
Impact Investors
San Francisco,
California
|
$11.3M
|
-$217K
|
-2,196
|
-2%
|
|
|
82
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$11.1M
|
-$1.3M
|
-13,100
|
-10%
|
|
|
83
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$10.8M
|
-$1.77M
|
-17,849
|
-14%
|
|
|
84
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.8M
|
-$29.7K
|
-300
|
-0.3%
|
|
|
85
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
+$1.02M
|
+10,282
|
+10%
|
|
|
86
|
Rockefeller Capital Management
New York
|
$9.87M
|
+$548K
|
+5,538
|
+6%
|
|
|
87
|
Wealthspire Advisors (New York)
New York
|
$9.7M
|
-$1.7M
|
-17,175
|
-14%
|
|
|
88
|
Advisory Services Network
Atlanta,
Georgia
|
$9.45M
|
+$489K
|
+4,943
|
+5%
|
|
|
89
|
Park Avenue Securities
New York
|
$9.41M
|
+$572K
|
+5,782
|
+6%
|
|
|
90
|
Principal Financial Group
Des Moines,
Iowa
|
$9.07M
|
+$3.03M
|
+30,607
|
+48%
|
|
|
91
|
HB Wealth Management
Atlanta,
Georgia
|
$8.89M
|
+$303K
|
+3,067
|
+3%
|
|
|
92
|
Laurel Wealth Planning
Edina,
Minnesota
|
$8.85M
|
+$88K
|
+889
|
+1%
|
|
|
93
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$8.67M
|
+$3.24M
|
+32,767
|
+57%
|
|
|
94
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$8.6M
|
-$233K
|
-2,358
|
-3%
|
|
|
95
|
|
$8.26M
|
+$371K
|
+3,749
|
+5%
|
|
|
96
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.12M
|
-$320K
|
-3,235
|
-4%
|
|
|
97
|
Apella Capital
West Hartford,
Connecticut
|
$8.02M
|
-$155K
|
-1,570
|
-2%
|
|
|
98
|
Facet Wealth Inc
Baltimore,
Maryland
|
$7.81M
|
+$362K
|
+3,658
|
+5%
|
|
|
99
|
Raffa Wealth Management
Washington,
District of Columbia
|
$7.54M
|
+$960K
|
+9,706
|
+14%
|
|
|
100
|
One Capital Management
Westlake Village,
California
|
$7.43M
|
+$1.47M
|
+14,840
|
+24%
|
|
