|
76
|
Truepoint Inc
Cincinnati,
Ohio
|
$18.7M
|
-$319K
|
-1,178
|
-2%
|
|
|
77
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$18.6M
|
+$1.2M
|
+4,448
|
+7%
|
|
|
78
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.2M
|
+$4.24M
|
+15,652
|
+31%
|
|
|
79
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$18M
|
–
|
–
|
–
|
|
|
80
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.8M
|
-$307K
|
-1,133
|
-2%
|
|
|
81
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$17.3M
|
-$21.9K
|
-81
|
-0.1%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$16.7M
|
+$4.67M
|
+17,248
|
+40%
|
|
|
83
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$16.2M
|
-$483K
|
-1,783
|
-3%
|
|
|
84
|
Mariner
Overland Park,
Kansas
|
$16.2M
|
-$891K
|
-3,291
|
-5%
|
|
|
85
|
Tiedemann Advisors
New York
|
$16.1M
|
-$1.87M
|
-6,894
|
-11%
|
|
|
86
|
Wealthstream Advisors
New York
|
$16M
|
+$15.6M
|
+57,683
|
New
|
|
|
87
|
Amalgamated Bank
New York
|
$15.3M
|
-$1.57M
|
-5,784
|
-10%
|
|
|
88
|
|
$15.1M
|
-$1.11M
|
-4,111
|
-7%
|
|
|
89
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$15M
|
-$506K
|
-1,867
|
-3%
|
|
|
90
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$14.6M
|
+$248K
|
+917
|
+2%
|
|
|
91
|
First Horizon Advisors
Memphis,
Tennessee
|
$14M
|
+$1.49M
|
+5,493
|
+12%
|
|
|
92
|
UMB Bank
Kansas City,
Missouri
|
$13.9M
|
+$704K
|
+2,598
|
+5%
|
|
|
93
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$12.2M
|
+$1.94M
|
+7,172
|
+19%
|
|
|
94
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.1M
|
-$275K
|
-1,014
|
-2%
|
|
|
95
|
|
$11.7M
|
+$11.5M
|
+42,320
|
New
|
|
|
96
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.1M
|
+$477K
|
+1,761
|
+5%
|
|
|
97
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$11M
|
+$178K
|
+656
|
+2%
|
|
|
98
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$11M
|
-$232K
|
-858
|
-2%
|
|
|
99
|
BigSur Wealth Management
Miami,
Florida
|
$11M
|
–
|
–
|
–
|
|
|
100
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10.8M
|
–
|
–
|
–
|
|
