|
76
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$33.4M
|
+$2.34M
|
+44,871
|
+8%
|
|
|
77
|
PDS Planning
Dublin,
Ohio
|
$32.9M
|
+$2.81M
|
+54,017
|
+9%
|
|
|
78
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$32.6M
|
+$1.19M
|
+22,777
|
+4%
|
|
|
79
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$31.4M
|
+$60.2K
|
+1,157
|
+0.2%
|
|
|
80
|
Ritholtz Wealth Management
New York
|
$31.3M
|
+$1.75M
|
+33,679
|
+6%
|
|
|
81
|
Maryland Capital Advisors
Chester,
Maryland
|
$31.1M
|
+$7.78M
|
+149,528
|
+34%
|
|
|
82
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$30.9M
|
+$1.85M
|
+35,557
|
+6%
|
|
|
83
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.5M
|
+$9.79M
|
+188,035
|
+53%
|
|
|
84
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$28.5M
|
-$22.1K
|
-425
|
-0.1%
|
|
|
85
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.5M
|
+$853K
|
+16,382
|
+3%
|
|
|
86
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$27.8M
|
+$15.7M
|
+301,624
|
+133%
|
|
|
87
|
Prudential Financial
Newark,
New Jersey
|
$27.8M
|
+$212K
|
+4,066
|
+0.8%
|
|
|
88
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.4M
|
-$8.49M
|
-163,080
|
-25%
|
|
|
89
|
Atwood & Palmer
Kansas City,
Missouri
|
$26.2M
|
+$579K
|
+11,127
|
+2%
|
|
|
90
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$26M
|
+$23.6M
|
+454,155
|
+1,160%
|
|
|
91
|
Lutz Financial Services
Omaha,
Nebraska
|
$25.1M
|
-$262K
|
-5,034
|
-1%
|
|
|
92
|
Lazard Asset Management
New York
|
$24.5M
|
–
|
–
|
–
|
|
|
93
|
Rockefeller Capital Management
New York
|
$24M
|
+$11.8M
|
+227,278
|
+99%
|
|
|
94
|
RiverFront Investment Group
Richmond,
Virginia
|
$23.2M
|
+$3.04M
|
+58,443
|
+15%
|
|
|
95
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22.6M
|
+$494K
|
+9,497
|
+2%
|
|
|
96
|
Nelson Capital Management
Menlo Park,
California
|
$22.6M
|
+$1.4M
|
+26,914
|
+7%
|
|
|
97
|
Procyon Advisors
Shelton,
Connecticut
|
$21.8M
|
+$266K
|
+5,117
|
+1%
|
|
|
98
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$21.6M
|
+$4.57M
|
+87,876
|
+27%
|
|
|
99
|
Fiduciary Group
Savannah,
Georgia
|
$21.4M
|
-$1.17M
|
-22,450
|
-5%
|
|
|
100
|
TD Private Client Wealth
New York
|
$21.1M
|
+$4.16M
|
+79,919
|
+25%
|
|
