|
76
|
HB Wealth Management
Atlanta,
Georgia
|
$15.1M
|
+$4M
|
+17,403
|
+31%
|
|
|
77
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$14.8M
|
+$115K
|
+498
|
+0.7%
|
|
|
78
|
Private Advisor Group
Morristown,
New Jersey
|
$14.7M
|
-$6.96M
|
-30,253
|
-30%
|
|
|
79
|
Truepoint Inc
Cincinnati,
Ohio
|
$13.8M
|
-$21.4K
|
-93
|
-0.1%
|
|
|
80
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$6.3M
|
-27,388
|
-29%
|
|
|
81
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$13.1M
|
-$304K
|
-1,321
|
-2%
|
|
|
82
|
|
$13.1M
|
-$2.55M
|
-11,073
|
-15%
|
|
|
83
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$12.7M
|
-$8.05K
|
-35
|
-0.1%
|
|
|
84
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
-$307K
|
-1,334
|
-2%
|
|
|
85
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$12.5M
|
-$14.9M
|
-64,623
|
Closed
|
|
|
86
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.4M
|
+$200K
|
+871
|
+1%
|
|
|
87
|
|
$12.3M
|
+$9.65M
|
+41,952
|
+243%
|
|
|
88
|
Tiedemann Advisors
New York
|
$12M
|
-$2.75M
|
-11,943
|
-17%
|
|
|
89
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.9M
|
+$144K
|
+627
|
+1%
|
|
|
90
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$11.9M
|
+$455K
|
+1,977
|
+4%
|
|
|
91
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$11.6M
|
-$143K
|
-622
|
-1%
|
|
|
92
|
Wealthstream Advisors
New York
|
$11.3M
|
+$37K
|
+161
|
+0.3%
|
|
|
93
|
Intelligence Driven Advisers
Carlsbad,
California
|
$11M
|
+$1.59M
|
+6,933
|
+16%
|
|
|
94
|
Agilis Partners
Waltham,
Massachusetts
|
$11M
|
–
|
–
|
–
|
|
|
95
|
NEPC LLC
Boston,
Massachusetts
|
$10.8M
|
+$10M
|
+43,656
|
New
|
|
|
96
|
|
$10.5M
|
+$9.43K
|
+41
|
+0.1%
|
|
|
97
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$2.74M
|
+11,924
|
+32%
|
|
|
98
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.77M
|
+$736K
|
+3,198
|
+7%
|
|
|
99
|
UMB Bank
Kansas City,
Missouri
|
$9.75M
|
+$206K
|
+896
|
+2%
|
|
|
100
|
Wealthspire Advisors (New York)
New York
|
$9.53M
|
+$141K
|
+612
|
+1%
|
|
