|
76
|
PDS Planning
Dublin,
Ohio
|
$35.4M
|
+$725K
|
+13,936
|
+2%
|
|
|
77
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$35.4M
|
+$1.34M
|
+25,718
|
+4%
|
|
|
78
|
Focus Partners Wealth
Boston,
Massachusetts
|
$35.2M
|
-$4.59M
|
-88,214
|
-12%
|
|
|
79
|
Money Design
Tokyo,
Japan
|
$35M
|
-$29.1M
|
-559,200
|
-46%
|
|
|
80
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.4M
|
+$9.38M
|
+180,349
|
+38%
|
|
|
81
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$34.1M
|
+$8.12M
|
+156,214
|
+32%
|
|
|
82
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$34.1M
|
+$1.12M
|
+21,636
|
+3%
|
|
|
83
|
Stockman Wealth Management
Billings,
Montana
|
$34M
|
-$14.5M
|
-278,572
|
-30%
|
|
|
84
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$33.6M
|
+$591K
|
+11,367
|
+2%
|
|
|
85
|
Gradient Investments
Arden Hills,
Minnesota
|
$33M
|
+$12.8M
|
+246,750
|
+64%
|
|
|
86
|
United Capital Financial Advisors
Irving,
Texas
|
$30.8M
|
-$2.71M
|
-52,148
|
-8%
|
|
|
87
|
Citadel Advisors
Miami,
Florida
|
$29.5M
|
+$18.4M
|
+353,343
|
+169%
|
|
|
88
|
Procyon Advisors
Shelton,
Connecticut
|
$28.8M
|
-$125K
|
-2,401
|
-0.4%
|
|
|
89
|
TD Private Client Wealth
New York
|
$28.6M
|
+$5.41M
|
+104,063
|
+24%
|
|
|
90
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$28M
|
-$4.73M
|
-91,057
|
-15%
|
|
|
91
|
Atwood & Palmer
Kansas City,
Missouri
|
$27.5M
|
+$658K
|
+12,649
|
+2%
|
|
|
92
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$27.3M
|
-$225K
|
-4,329
|
-0.8%
|
|
|
93
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$27M
|
+$2.41M
|
+46,390
|
+10%
|
|
|
94
|
Nelson Capital Management
Menlo Park,
California
|
$26.8M
|
+$2.74M
|
+52,714
|
+11%
|
|
|
95
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.1M
|
+$1.5M
|
+28,938
|
+6%
|
|
|
96
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.5M
|
-$2.87M
|
-55,220
|
-10%
|
|
|
97
|
Lazard Asset Management
New York
|
$25.4M
|
–
|
–
|
–
|
|
|
98
|
Lutz Financial Services
Omaha,
Nebraska
|
$25.3M
|
+$63.8K
|
+1,228
|
+0.3%
|
|
|
99
|
Bank of New York Mellon
New York
|
$24.6M
|
+$865K
|
+16,644
|
+4%
|
|
|
100
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$24.1M
|
+$6.68M
|
+128,567
|
+39%
|
|
