|
76
|
Zurich Insurance Group
Zurich,
Switzerland
|
$35.1M
|
–
|
–
|
–
|
|
|
77
|
American Family Investments
Madison,
Wisconsin
|
$34.7M
|
–
|
–
|
–
|
|
|
78
|
PDS Planning
Dublin,
Ohio
|
$34.3M
|
+$1.99M
|
+38,228
|
+6%
|
|
|
79
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.1M
|
+$19.6M
|
+377,160
|
+70%
|
|
|
80
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33.6M
|
-$2.47M
|
-47,503
|
-7%
|
|
|
81
|
United Capital Financial Advisors
Irving,
Texas
|
$33.1M
|
-$2.48M
|
-47,625
|
-7%
|
|
|
82
|
Ritholtz Wealth Management
New York
|
$32.7M
|
+$2.03M
|
+39,079
|
+7%
|
|
|
83
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$32.6M
|
-$240K
|
-4,610
|
-0.7%
|
|
|
84
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$32.5M
|
+$2.23M
|
+42,946
|
+7%
|
|
|
85
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$32.4M
|
+$404K
|
+7,774
|
+1%
|
|
|
86
|
Procyon Advisors
Shelton,
Connecticut
|
$28.5M
|
+$7.18M
|
+138,036
|
+33%
|
|
|
87
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.1M
|
+$54.3K
|
+1,045
|
+0.2%
|
|
|
88
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$27.2M
|
-$801K
|
-15,411
|
-3%
|
|
|
89
|
Prudential Financial
Newark,
New Jersey
|
$26.9M
|
-$406K
|
-7,807
|
-1%
|
|
|
90
|
Atwood & Palmer
Kansas City,
Missouri
|
$26.5M
|
+$809K
|
+15,556
|
+3%
|
|
|
91
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$26.1M
|
-$4.78M
|
-91,981
|
-15%
|
|
|
92
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$25.6M
|
-$1.73M
|
-33,240
|
-6%
|
|
|
93
|
Lutz Financial Services
Omaha,
Nebraska
|
$24.9M
|
+$315K
|
+6,050
|
+1%
|
|
|
94
|
Pathstone Holdings
Englewood,
New Jersey
|
$24.7M
|
-$24M
|
-461,958
|
-49%
|
|
|
95
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24.3M
|
+$1.83M
|
+35,198
|
+8%
|
|
|
96
|
Arch Capital Group
Pembroke,
Bermuda
|
$24.3M
|
-$88.5M
|
-1,701,855
|
-78%
|
|
|
97
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$24.2M
|
+$3M
|
+57,619
|
+14%
|
|
|
98
|
Lazard Asset Management
New York
|
$24M
|
–
|
–
|
–
|
|
|
99
|
Nelson Capital Management
Menlo Park,
California
|
$23.7M
|
+$1.59M
|
+30,619
|
+7%
|
|
|
100
|
Bank of New York Mellon
New York
|
$23.4M
|
-$9.63M
|
-185,341
|
-29%
|
|
