|
176
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$28.5M
|
+$1.94M
|
+39,816
|
+7%
|
|
|
177
|
Avantax Planning Partners
Dubuque,
Iowa
|
$28.3M
|
+$1.79M
|
+36,557
|
+7%
|
|
|
178
|
Hollencrest Capital Management
Newport Beach,
California
|
$27.8M
|
+$568K
|
+11,636
|
+2%
|
|
|
179
|
Redwood Investment Management
Scottsdale,
Arizona
|
$27.6M
|
-$5.65M
|
-115,586
|
-17%
|
|
|
180
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.3M
|
–
|
–
|
–
|
|
|
181
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$26.9M
|
+$14.8K
|
+302
|
+0.1%
|
|
|
182
|
Commerce Bank
Kansas City,
Missouri
|
$26.6M
|
-$3.08M
|
-63,029
|
-10%
|
|
|
183
|
Cobblestone Capital Advisors
Rochester,
New York
|
$26.2M
|
+$712K
|
+14,586
|
+3%
|
|
|
184
|
Allspring Global Investments
Charlotte,
North Carolina
|
$26.1M
|
+$939K
|
+19,218
|
+4%
|
|
|
185
|
Swan Global Investments
Durango,
Colorado
|
$25.9M
|
-$352K
|
-7,200
|
-1%
|
|
|
186
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$25.9M
|
+$2.16M
|
+44,202
|
+9%
|
|
|
187
|
Prudential Financial
Newark,
New Jersey
|
$25.8M
|
+$5.97M
|
+122,286
|
+30%
|
|
|
188
|
MBL Wealth
Charlotte,
North Carolina
|
$25.4M
|
+$1.89M
|
+38,603
|
+8%
|
|
|
189
|
Northern Trust
Chicago,
Illinois
|
$25.4M
|
+$2.83M
|
+57,997
|
+13%
|
|
|
190
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$25M
|
+$1.23M
|
+25,098
|
+5%
|
|
|
191
|
Atria Wealth Solutions
New York
|
$24.9M
|
-$612K
|
-12,532
|
-2%
|
|
|
192
|
True Link Financial Advisors
San Francisco,
California
|
$24.9M
|
+$959K
|
+19,626
|
+4%
|
|
|
193
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$24.7M
|
+$1.26M
|
+25,761
|
+5%
|
|
|
194
|
Abound Wealth Management
Franklin,
Tennessee
|
$24.5M
|
+$3.15M
|
+64,484
|
+15%
|
|
|
195
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$24.4M
|
+$870K
|
+17,804
|
+4%
|
|
|
196
|
Chai Trust Company
Chicago,
Illinois
|
$24.3M
|
+$451K
|
+9,241
|
+2%
|
|
|
197
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$24M
|
+$375K
|
+7,683
|
+2%
|
|
|
198
|
Disciplina Capital Management
Nashville,
Tennessee
|
$23.4M
|
+$3.31M
|
+67,870
|
+17%
|
|
|
199
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$23.3M
|
+$352K
|
+7,215
|
+2%
|
|
|
200
|
Jones Financial Companies
Des Peres,
Missouri
|
$23.3M
|
-$2.52M
|
-51,677
|
-10%
|
|
