|
76
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$20.1M
|
+$19.4M
|
+211,050
|
New
|
|
|
77
|
Verition Fund Management
Greenwich,
Connecticut
|
$19.4M
|
+$9.91M
|
+107,688
|
+111%
|
|
|
78
|
MilWealth Group
Milwaukee,
Wisconsin
|
$18.6M
|
+$10.7M
|
+116,113
|
+145%
|
|
|
79
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.4M
|
+$16.8M
|
+183,034
|
+1,770%
|
|
|
80
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.3M
|
+$17.7M
|
+192,589
|
New
|
|
|
81
|
Towerpoint Wealth
Sacramento,
California
|
$18.3M
|
-$101K
|
-1,097
|
-0.6%
|
|
|
82
|
Equitable Holdings
New York
|
$18.1M
|
+$3.77M
|
+40,972
|
+27%
|
|
|
83
|
AdvicePeriod
Los Angeles,
California
|
$17.9M
|
+$3.77M
|
+40,993
|
+28%
|
|
|
84
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
+$1.72M
|
+18,745
|
+11%
|
|
|
85
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$17.4M
|
-$973K
|
-10,574
|
-5%
|
|
|
86
|
Wealthfront Advisers
Palo Alto,
California
|
$17.1M
|
-$3.1M
|
-33,730
|
-16%
|
|
|
87
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.8M
|
-$36.4M
|
-395,351
|
-69%
|
|
|
88
|
M Holdings Securities
Portland,
Oregon
|
$16.7M
|
+$3.62M
|
+39,304
|
+29%
|
|
|
89
|
TownSquare Capital
Provo,
Utah
|
$16.5M
|
+$6.94M
|
+75,431
|
+77%
|
|
|
90
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$16M
|
+$306K
|
+3,326
|
+2%
|
|
|
91
|
Steward Partners Investment Advisory
New York
|
$15.9M
|
+$397K
|
+4,313
|
+3%
|
|
|
92
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$15.8M
|
+$15.3M
|
+166,232
|
New
|
|
|
93
|
|
$15.7M
|
+$3.23M
|
+35,114
|
+27%
|
|
|
94
|
Kays Financial Advisory
Atlanta,
Georgia
|
$15.7M
|
+$483K
|
+5,247
|
+3%
|
|
|
95
|
Private Advisor Group
Morristown,
New Jersey
|
$15.5M
|
-$1.57M
|
-17,014
|
-9%
|
|
|
96
|
Capital One Financial
Mclean,
Virginia
|
$15.3M
|
+$4.32M
|
+46,990
|
+41%
|
|
|
97
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.2M
|
-$491K
|
-5,342
|
-3%
|
|
|
98
|
Resource Planning Group
Atlanta,
Georgia
|
$15.1M
|
-$629K
|
-6,840
|
-4%
|
|
|
99
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$14.7M
|
+$14.2M
|
+154,220
|
New
|
|
|
100
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$14.6M
|
+$630K
|
+6,850
|
+5%
|
|
