|
76
|
Creative Planning
Overland Park,
Kansas
|
$42.9M
|
-$3.79M
|
-37,707
|
-8%
|
|
|
77
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$42.1M
|
-$13.3M
|
-132,177
|
-24%
|
|
|
78
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$42.1M
|
+$1.11M
|
+11,049
|
+3%
|
|
|
79
|
MML Investors Services
Springfield,
Massachusetts
|
$41.3M
|
+$6.84M
|
+68,074
|
+20%
|
|
|
80
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$41.1M
|
-$2.05M
|
-20,399
|
-5%
|
|
|
81
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$41M
|
-$34.1M
|
-339,401
|
-45%
|
|
|
82
|
Corient Private Wealth
Miami,
Florida
|
$40.9M
|
+$10.5M
|
+104,165
|
+35%
|
|
|
83
|
Belpointe Asset Management
Reno,
Nevada
|
$39.8M
|
-$38.9M
|
-386,610
|
-49%
|
|
|
84
|
Mariner
Overland Park,
Kansas
|
$39.7M
|
+$525K
|
+5,226
|
+1%
|
|
|
85
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$39.5M
|
+$8.25M
|
+82,025
|
+26%
|
|
|
86
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$39.5M
|
+$17.2M
|
+170,987
|
+77%
|
|
|
87
|
Neuberger Berman Group
New York
|
$39.4M
|
-$14.5M
|
-144,231
|
-27%
|
|
|
88
|
First Wilshire Securities Management
Pasadena,
California
|
$38.3M
|
-$4.21M
|
-41,840
|
-10%
|
|
|
89
|
RFG Advisory
Birmingham,
Alabama
|
$37.7M
|
-$504K
|
-5,013
|
-1%
|
|
|
90
|
Diversified Trust
Memphis,
Tennessee
|
$36.9M
|
+$30.9M
|
+307,775
|
+520%
|
|
|
91
|
Brookstone Capital Management
Wheaton,
Illinois
|
$35.9M
|
+$1.65M
|
+16,399
|
+5%
|
|
|
92
|
Coldstream Capital Management
Bellevue,
Washington
|
$35.8M
|
-$329K
|
-3,270
|
-0.9%
|
|
|
93
|
Truist Financial
Charlotte,
North Carolina
|
$34.4M
|
+$16.7M
|
+166,484
|
+95%
|
|
|
94
|
Tortoise Investment Management
White Plains,
New York
|
$33.3M
|
+$928K
|
+9,230
|
+3%
|
|
|
95
|
Steward Partners Investment Advisory
New York
|
$33.3M
|
+$3.4M
|
+33,868
|
+11%
|
|
|
96
|
Orion Capital Management
Coronado,
California
|
$33.3M
|
+$2.25M
|
+22,343
|
+7%
|
|
|
97
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$33M
|
+$1.63M
|
+16,212
|
+5%
|
|
|
98
|
Decker Retirement Planning
Levi,
Utah
|
$32.2M
|
-$48.9M
|
-486,765
|
-60%
|
|
|
99
|
United Capital Financial Advisors
Irving,
Texas
|
$32M
|
-$946K
|
-9,406
|
-3%
|
|
|
100
|
Rockefeller Capital Management
New York
|
$31.6M
|
-$698K
|
-6,943
|
-2%
|
|
