|
101
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$20.5M
|
-$493K
|
-5,973
|
-2%
|
|
|
102
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.3M
|
+$187K
|
+2,262
|
+0.9%
|
|
|
103
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$20.3M
|
+$187K
|
+2,262
|
+0.9%
|
|
|
104
|
|
$20M
|
-$20.8M
|
-251,564
|
-51%
|
|
|
105
|
SouthState Corp
Winter Haven,
Florida
|
$19.9M
|
-$354K
|
-4,292
|
-2%
|
|
|
106
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$19.3M
|
+$3.38M
|
+40,988
|
+21%
|
|
|
107
|
Confluence Investment Management
St. Louis,
Missouri
|
$19.2M
|
+$840K
|
+10,183
|
+5%
|
|
|
108
|
Fisher Asset Management
Camas,
Washington
|
$19M
|
+$8.95M
|
+108,429
|
+90%
|
|
|
109
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.7M
|
+$591K
|
+7,168
|
+3%
|
|
|
110
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$18.5M
|
+$343K
|
+4,152
|
+2%
|
|
|
111
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$18.2M
|
+$623K
|
+7,548
|
+4%
|
|
|
112
|
|
$17.6M
|
+$16.8M
|
+203,546
|
+2,547%
|
|
|
113
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$17.5M
|
-$9.49M
|
-115,054
|
-35%
|
|
|
114
|
Lake Hills Wealth Management
Austin,
Texas
|
$17.5M
|
+$878K
|
+10,645
|
+5%
|
|
|
115
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$17.2M
|
+$1.55M
|
+18,771
|
+10%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$16.7M
|
+$539K
|
+6,529
|
+3%
|
|
|
117
|
Acorns Advisers
Irvine,
California
|
$16.2M
|
+$710K
|
+8,600
|
+5%
|
|
|
118
|
CX Institutional
Auburn,
Indiana
|
$16M
|
+$1.06M
|
+12,828
|
+7%
|
|
|
119
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$15.7M
|
-$18.5M
|
-224,280
|
-54%
|
|
|
120
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.1M
|
+$144K
|
+1,741
|
+1%
|
|
|
121
|
VisionPoint Advisory Group
Dallas,
Texas
|
$14.8M
|
+$833K
|
+10,096
|
+6%
|
|
|
122
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.4M
|
-$29.3M
|
-354,833
|
-67%
|
|
|
123
|
MBL Wealth
Charlotte,
North Carolina
|
$14M
|
+$682K
|
+8,268
|
+5%
|
|
|
124
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$13.9M
|
+$2.8M
|
+33,982
|
+26%
|
|
|
125
|
Larson Financial Group
St Louis,
Missouri
|
$13.9M
|
+$6.48M
|
+78,519
|
+89%
|
|
