|
76
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$53.9M
|
-$673K
|
-6,137
|
-1%
|
|
|
77
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.7M
|
+$2.08M
|
+18,921
|
+4%
|
|
|
78
|
Stratos Investment Management
Beachwood,
Ohio
|
$53.5M
|
+$216K
|
+1,969
|
+0.4%
|
|
|
79
|
SVB Wealth
Boston,
Massachusetts
|
$53.4M
|
+$8.66M
|
+78,937
|
+21%
|
|
|
80
|
JVL Associates
Wyoming,
Michigan
|
$52.5M
|
-$183K
|
-1,668
|
-0.4%
|
|
|
81
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$51.5M
|
-$987K
|
-8,998
|
-2%
|
|
|
82
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$50.9M
|
+$2.22M
|
+20,240
|
+5%
|
|
|
83
|
William Blair & Company
Chicago,
Illinois
|
$48.7M
|
+$3.83M
|
+34,878
|
+9%
|
|
|
84
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$48.3M
|
+$482K
|
+4,396
|
+1%
|
|
|
85
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.7M
|
-$18.5M
|
-168,788
|
-29%
|
|
|
86
|
Mercer Global Advisors
Denver,
Colorado
|
$47.5M
|
+$1.13M
|
+10,305
|
+3%
|
|
|
87
|
Equitable Holdings
New York
|
$46.1M
|
+$1.07M
|
+9,714
|
+2%
|
|
|
88
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$45.4M
|
+$355K
|
+3,234
|
+0.8%
|
|
|
89
|
Mission Wealth Management
Santa Barbara,
California
|
$43.8M
|
-$413K
|
-3,763
|
-1%
|
|
|
90
|
Pure Financial Advisors
San Diego,
California
|
$42.4M
|
-$2.52M
|
-22,986
|
-6%
|
|
|
91
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$41.6M
|
+$5.94M
|
+54,134
|
+18%
|
|
|
92
|
Kestra Advisory Services
Austin,
Texas
|
$41.4M
|
+$742K
|
+6,763
|
+2%
|
|
|
93
|
Truepoint Inc
Cincinnati,
Ohio
|
$41.3M
|
+$636K
|
+5,797
|
+2%
|
|
|
94
|
Geneos Wealth Management
Englewood,
Colorado
|
$40.5M
|
-$1.46M
|
-13,317
|
-4%
|
|
|
95
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$40.4M
|
-$902K
|
-8,222
|
-2%
|
|
|
96
|
Tolleson Wealth Management
Dallas,
Texas
|
$40M
|
+$3.06M
|
+27,903
|
+9%
|
|
|
97
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$40M
|
+$3.84M
|
+35,000
|
+11%
|
|
|
98
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$39.4M
|
-$288K
|
-2,628
|
-0.8%
|
|
|
99
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.1M
|
-$16M
|
-146,163
|
-30%
|
|
|
100
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$38.6M
|
-$826K
|
-7,530
|
-2%
|
|
