|
201
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$4.66M
|
+$138K
|
+2,037
|
+3%
|
|
|
202
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.65M
|
-$31.6M
|
-467,609
|
-87%
|
|
|
203
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.64M
|
+$85.9K
|
+1,272
|
+2%
|
|
|
204
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.63M
|
+$356K
|
+5,279
|
+8%
|
|
|
205
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.62M
|
+$4.89M
|
+72,394
|
New
|
|
|
206
|
WCM Investment Management
Laguna Beach,
California
|
$4.62M
|
+$3.05M
|
+45,149
|
+166%
|
|
|
207
|
Farther Finance Advisors
San Francisco,
California
|
$4.58M
|
+$1.99M
|
+29,524
|
+70%
|
|
|
208
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.53M
|
+$133K
|
+1,973
|
+3%
|
|
|
209
|
Avantax Advisory Services
Dallas,
Texas
|
$4.49M
|
+$208K
|
+3,081
|
+5%
|
|
|
210
|
Becker Capital Management
Portland,
Oregon
|
$4.49M
|
-$837K
|
-12,394
|
-15%
|
|
|
211
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.44M
|
+$519K
|
+7,682
|
+12%
|
|
|
212
|
Rockefeller Capital Management
New York
|
$4.42M
|
+$215K
|
+3,181
|
+5%
|
|
|
213
|
Gabelli Funds
Rye,
New York
|
$4.41M
|
-$126K
|
-1,867
|
-3%
|
|
|
214
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$4.4M
|
+$203
|
+3
|
+0%
|
|
|
215
|
AssetMark Inc
Concord,
California
|
$4.37M
|
+$3.6M
|
+53,377
|
+351%
|
|
|
216
|
Bonness Enterprises
Washington,
District of Columbia
|
$4.31M
|
–
|
–
|
–
|
|
|
217
|
Kestra Advisory Services
Austin,
Texas
|
$4.29M
|
-$9.81M
|
-145,199
|
-68%
|
|
|
218
|
Atria Wealth Solutions
New York
|
$4.23M
|
+$312K
|
+4,619
|
+7%
|
|
|
219
|
Arlington Partners
Birmingham,
Alabama
|
$4.22M
|
+$313K
|
+4,638
|
+8%
|
|
|
220
|
Bayesian Capital Management
Brooklyn,
New York
|
$4.17M
|
+$4.41M
|
+65,333
|
New
|
|
|
221
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.1M
|
+$811K
|
+12,007
|
+23%
|
|
|
222
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$4.1M
|
+$61.9K
|
+917
|
+1%
|
|
|
223
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$4.08M
|
+$443K
|
+6,560
|
+11%
|
|
|
224
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$4.03M
|
-$109K
|
-1,618
|
-2%
|
|
|
225
|
Sandy Spring Bank
Olney,
Maryland
|
$4.02M
|
-$127K
|
-1,881
|
-3%
|
|
