|
51
|
Appleton Partners
Boston,
Massachusetts
|
$43.1M
|
-$5.85M
|
-116,659
|
-12%
|
|
|
52
|
Asset Management Resources
Hyannis,
Massachusetts
|
$42.5M
|
-$5.87M
|
-117,079
|
-12%
|
|
|
53
|
Acorns Advisers
Irvine,
California
|
$42.3M
|
+$277K
|
+5,524
|
+0.7%
|
|
|
54
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$42M
|
-$16.4M
|
-326,524
|
-28%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$41.8M
|
-$1.19M
|
-23,777
|
-3%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41.5M
|
-$6.03M
|
-120,115
|
-13%
|
|
|
57
|
Sollinda Capital Management
Miami,
Florida
|
$40.8M
|
+$40.8M
|
+812,444
|
New
|
|
|
58
|
Peterson Wealth Advisors
Orem,
Utah
|
$39.5M
|
+$6.2M
|
+123,653
|
+19%
|
|
|
59
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$38.7M
|
-$87.5K
|
-1,744
|
-0.2%
|
|
|
60
|
SVB Wealth
Boston,
Massachusetts
|
$36.9M
|
-$54.9M
|
-1,093,207
|
-60%
|
|
|
61
|
|
$36.5M
|
-$1.66M
|
-33,180
|
-4%
|
|
|
62
|
Soltis Investment Advisors
St. George,
Utah
|
$36.2M
|
-$3.42M
|
-68,108
|
-9%
|
|
|
63
|
Montag & Associates
Atlanta,
Georgia
|
$35.4M
|
-$5.61M
|
-111,739
|
-14%
|
|
|
64
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$34.4M
|
-$721K
|
-14,363
|
-2%
|
|
|
65
|
Aprio Wealth Management
Atlanta,
Georgia
|
$33.6M
|
+$16.7M
|
+333,054
|
+99%
|
|
|
66
|
AlphaCore Capital
La Jolla,
California
|
$32.6M
|
-$1.07M
|
-21,415
|
-3%
|
|
|
67
|
Valmark Advisers
Akron,
Ohio
|
$31.9M
|
-$473K
|
-9,421
|
-1%
|
|
|
68
|
McCarthy Asset Management
Redwood Shores,
California
|
$31.6M
|
+$199K
|
+3,957
|
+0.6%
|
|
|
69
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$31.3M
|
+$1.68M
|
+33,395
|
+6%
|
|
|
70
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$29.8M
|
+$4.76M
|
+94,777
|
+19%
|
|
|
71
|
Fairview Capital Investment Management
Greenbrae,
California
|
$29.7M
|
-$1.43M
|
-28,445
|
-5%
|
|
|
72
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$29.6M
|
+$23.1M
|
+460,819
|
+360%
|
|
|
73
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$29M
|
-$5.59M
|
-111,376
|
-16%
|
|
|
74
|
Rock Creek Group
Washington,
District of Columbia
|
$29M
|
+$500K
|
+9,960
|
+2%
|
|
|
75
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$29M
|
-$454K
|
-9,046
|
-2%
|
|
