|
101
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.4M
|
–
|
–
|
–
|
|
|
102
|
Main Management
San Francisco,
California
|
$20.3M
|
-$409K
|
-5,002
|
-2%
|
|
|
103
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$19.7M
|
-$981K
|
-12,000
|
-5%
|
|
|
104
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$19.7M
|
-$7.4M
|
-90,546
|
-27%
|
|
|
105
|
Strategic Equity Management
Tucson,
Arizona
|
$19.2M
|
+$258K
|
+3,155
|
+1%
|
|
|
106
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$19M
|
+$14.7M
|
+180,348
|
+331%
|
|
|
107
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$18.4M
|
+$150K
|
+1,830
|
+0.8%
|
|
|
108
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18.3M
|
+$1.1M
|
+13,407
|
+6%
|
|
|
109
|
|
$18.1M
|
+$3.1M
|
+37,950
|
+20%
|
|
|
110
|
Mariner
Overland Park,
Kansas
|
$18.1M
|
-$35K
|
-428
|
-0.2%
|
|
|
111
|
Pacific Wealth Management
San Diego,
California
|
$17.7M
|
-$496K
|
-6,066
|
-3%
|
|
|
112
|
Mercer Global Advisors
Denver,
Colorado
|
$17.5M
|
-$34.2M
|
-418,054
|
-66%
|
|
|
113
|
Millennium Management
New York
|
$17M
|
+$9.04M
|
+110,610
|
+112%
|
|
|
114
|
Atwood & Palmer
Kansas City,
Missouri
|
$17M
|
+$630K
|
+7,710
|
+4%
|
|
|
115
|
Trek Financial
Scottsdale,
Arizona
|
$16.9M
|
-$8.43M
|
-103,083
|
-33%
|
|
|
116
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$16.9M
|
-$333K
|
-4,067
|
-2%
|
|
|
117
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$16.6M
|
+$1.7M
|
+20,811
|
+11%
|
|
|
118
|
Americana Partners
Houston,
Texas
|
$16.6M
|
+$11.9M
|
+145,846
|
+248%
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
$16.5M
|
-$547K
|
-6,690
|
-3%
|
|
|
120
|
KFA Private Wealth Group
Tysons,
Virginia
|
$16.1M
|
+$325K
|
+3,970
|
+2%
|
|
|
121
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16.1M
|
-$3.82M
|
-46,676
|
-19%
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
$16.1M
|
+$693K
|
+8,474
|
+4%
|
|
|
123
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$15.9M
|
-$10.8M
|
-132,446
|
-40%
|
|
|
124
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15.5M
|
-$10.8M
|
-131,760
|
-41%
|
|
|
125
|
GeoWealth Management
Chicago,
Illinois
|
$15.5M
|
-$1.36M
|
-16,658
|
-8%
|
|
