|
76
|
Palumbo Wealth Management
Great Neck,
New York
|
$14.4M
|
+$7.72M
|
+75,867
|
+115%
|
|
|
77
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.2M
|
+$3.97K
|
+39
|
+0%
|
|
|
78
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.1M
|
+$3.16M
|
+31,071
|
+29%
|
|
|
79
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.4M
|
+$311K
|
+3,060
|
+2%
|
|
|
80
|
HM Payson & Co
Portland,
Maine
|
$13.4M
|
-$1.63M
|
-16,063
|
-11%
|
|
|
81
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.3M
|
+$135K
|
+1,330
|
+1%
|
|
|
82
|
KWMG LLC
Overland Park,
Kansas
|
$13.1M
|
+$330K
|
+3,240
|
+3%
|
|
|
83
|
William Blair & Company
Chicago,
Illinois
|
$13.1M
|
+$11.5M
|
+112,632
|
+683%
|
|
|
84
|
Rovin Capital
Mesa,
Arizona
|
$13.1M
|
+$11.4M
|
+111,742
|
+664%
|
|
|
85
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13M
|
+$4.41M
|
+43,378
|
+51%
|
|
|
86
|
St. James Investment Advisors
Port Jefferson,
New York
|
$12.8M
|
+$12.9M
|
+126,361
|
New
|
|
|
87
|
Rockefeller Capital Management
New York
|
$12.4M
|
-$2.59M
|
-25,480
|
-17%
|
|
|
88
|
Howard Wealth Management
Madison,
Connecticut
|
$12.2M
|
-$213K
|
-2,099
|
-2%
|
|
|
89
|
Mason & Associates (California)
Los Angeles,
California
|
$12.2M
|
+$12.2M
|
+120,164
|
New
|
|
|
90
|
SVB Wealth
Boston,
Massachusetts
|
$11.9M
|
-$43.2K
|
-425
|
-0.4%
|
|
|
91
|
Valmark Advisers
Akron,
Ohio
|
$11.9M
|
+$368K
|
+3,619
|
+3%
|
|
|
92
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.7M
|
-$6.73M
|
-66,198
|
-36%
|
|
|
93
|
Peak Asset Management
Louisville,
Colorado
|
$11.5M
|
-$857K
|
-8,425
|
-7%
|
|
|
94
|
Renaissance Technologies
New York
|
$11.5M
|
+$11.5M
|
+112,800
|
New
|
|
|
95
|
Kore Private Wealth
New York
|
$11.4M
|
-$1.56M
|
-15,373
|
-12%
|
|
|
96
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$11.4M
|
-$259K
|
-2,547
|
-2%
|
|
|
97
|
Mercer Global Advisors
Denver,
Colorado
|
$11.2M
|
+$56.1K
|
+552
|
+0.5%
|
|
|
98
|
CCG Wealth Management
San Diego,
California
|
$11.2M
|
+$3.17M
|
+31,160
|
+39%
|
|
|
99
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.2M
|
+$1.49M
|
+14,649
|
+15%
|
|
|
100
|
Values First Advisors
Gray,
Tennessee
|
$11.2M
|
+$2.02M
|
+19,865
|
+22%
|
|
