|
76
|
Legacy Private Trust
Neenah,
Wisconsin
|
$35M
|
-$172K
|
-6,612
|
-0.5%
|
|
|
77
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$34.9M
|
-$1.27M
|
-48,655
|
-4%
|
|
|
78
|
Raymond James Financial
St Petersburg,
Florida
|
$33.4M
|
-$4.24M
|
-162,711
|
-11%
|
|
|
79
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$33.4M
|
+$10.4K
|
+398
|
+0%
|
|
|
80
|
|
$33.2M
|
+$1.28M
|
+49,084
|
+4%
|
|
|
81
|
WT Wealth Management
Scottsdale,
Arizona
|
$31.3M
|
-$730K
|
-28,033
|
-2%
|
|
|
82
|
SYM Financial Corp
Winona Lake,
Indiana
|
$31.3M
|
+$4.35M
|
+167,189
|
+16%
|
|
|
83
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$31M
|
-$1.46M
|
-55,956
|
-5%
|
|
|
84
|
|
$30.7M
|
+$4.33M
|
+166,375
|
+17%
|
|
|
85
|
Pegasus Asset Management
Montebello,
New York
|
$30.6M
|
+$87.9K
|
+3,375
|
+0.3%
|
|
|
86
|
MAI Capital Management
Independence,
Ohio
|
$30.6M
|
+$1.72M
|
+66,165
|
+6%
|
|
|
87
|
Goepper Burkhardt
Greenville,
South Carolina
|
$30.2M
|
+$993K
|
+38,162
|
+3%
|
|
|
88
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$29.9M
|
+$1.76M
|
+67,670
|
+6%
|
|
|
89
|
John Boyer Inc
Tampa,
Florida
|
$29.7M
|
-$1.81M
|
-69,372
|
-6%
|
|
|
90
|
AQR Capital Management
Greenwich,
Connecticut
|
$29.7M
|
+$9.78M
|
+375,683
|
+50%
|
|
|
91
|
Gemmer Asset Management
Walnut Creek,
California
|
$29.5M
|
-$786K
|
-30,201
|
-3%
|
|
|
92
|
|
$29.4M
|
-$54.9K
|
-2,109
|
-0.2%
|
|
|
93
|
Truepoint Inc
Cincinnati,
Ohio
|
$29.3M
|
-$306K
|
-11,754
|
-1%
|
|
|
94
|
Strategic Advisors
New York
|
$29.1M
|
-$593K
|
-22,781
|
-2%
|
|
|
95
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$28.9M
|
+$650K
|
+24,971
|
+2%
|
|
|
96
|
GSG Advisors
Mount Laurel,
New Jersey
|
$28.3M
|
+$200K
|
+7,692
|
+0.7%
|
|
|
97
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$28.2M
|
+$1.41M
|
+54,271
|
+5%
|
|
|
98
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$27.7M
|
-$338
|
-13
|
-0%
|
|
|
99
|
Facet Wealth Inc
Baltimore,
Maryland
|
$27.6M
|
+$409K
|
+15,693
|
+2%
|
|
|
100
|
Harbour Investments
Madison,
Wisconsin
|
$27M
|
+$747K
|
+28,701
|
+3%
|
|
