|
76
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$30.5M
|
+$13.1M
|
+256,759
|
+76%
|
|
|
77
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$30.5M
|
+$30M
|
+588,534
|
+8,440%
|
|
|
78
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$30.2M
|
+$803K
|
+15,749
|
+3%
|
|
|
79
|
PDS Planning
Dublin,
Ohio
|
$29.2M
|
+$1.98M
|
+38,794
|
+7%
|
|
|
80
|
Ritholtz Wealth Management
New York
|
$28.7M
|
+$3.16M
|
+61,936
|
+12%
|
|
|
81
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$28.2M
|
+$576K
|
+11,294
|
+2%
|
|
|
82
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$27.8M
|
-$444K
|
-8,703
|
-2%
|
|
|
83
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$27.5M
|
-$309K
|
-6,052
|
-1%
|
|
|
84
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$27.3M
|
+$469K
|
+9,190
|
+2%
|
|
|
85
|
Atria Investments
Charlotte,
North Carolina
|
$27M
|
+$5.39M
|
+105,708
|
+25%
|
|
|
86
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
+$2M
|
+39,225
|
+8%
|
|
|
87
|
Prudential Financial
Newark,
New Jersey
|
$26.8M
|
-$43.4K
|
-851
|
-0.2%
|
|
|
88
|
United Bank (Virginia)
Vienna,
Virginia
|
$26.8M
|
+$184K
|
+3,603
|
+0.7%
|
|
|
89
|
Atwood & Palmer
Kansas City,
Missouri
|
$24.9M
|
+$335K
|
+6,565
|
+1%
|
|
|
90
|
Lutz Financial Services
Omaha,
Nebraska
|
$24.6M
|
-$109K
|
-2,131
|
-0.4%
|
|
|
91
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$24.5M
|
+$3.19M
|
+62,455
|
+15%
|
|
|
92
|
Acropolis Investment Management
St. Louis,
Missouri
|
$24.3M
|
+$2.5M
|
+48,925
|
+11%
|
|
|
93
|
Lazard Asset Management
New York
|
$24.3M
|
–
|
–
|
–
|
|
|
94
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$23.9M
|
+$775K
|
+15,185
|
+3%
|
|
|
95
|
Citadel Advisors
Miami,
Florida
|
$23.5M
|
+$23.4M
|
+458,503
|
New
|
|
|
96
|
DDFG Inc
Thousand Oaks,
California
|
$23.4M
|
+$497K
|
+9,747
|
+2%
|
|
|
97
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$22.9M
|
-$2.04M
|
-40,072
|
-8%
|
|
|
98
|
Family Management
New York
|
$22.6M
|
+$103K
|
+2,025
|
+0.5%
|
|
|
99
|
Maryland Capital Advisors
Chester,
Maryland
|
$22.6M
|
+$9.19M
|
+180,058
|
+69%
|
|
|
100
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22M
|
+$1.62M
|
+31,723
|
+8%
|
|
