|
76
|
Rockbridge Investment Management
Syracuse,
New York
|
$38.6M
|
+$1.19M
|
+15,632
|
+3%
|
|
|
77
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$38.4M
|
+$1.67M
|
+21,918
|
+5%
|
|
|
78
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$38.4M
|
+$38.6M
|
+507,977
|
New
|
|
|
79
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$38.1M
|
+$3.56M
|
+46,875
|
+10%
|
|
|
80
|
Lutz Financial Services
Omaha,
Nebraska
|
$37.9M
|
+$1.5M
|
+19,784
|
+4%
|
|
|
81
|
Albion Financial Group
Salt Lake City,
Utah
|
$37.1M
|
+$89.9K
|
+1,183
|
+0.2%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$37.1M
|
-$3.42M
|
-45,011
|
-8%
|
|
|
83
|
Franklin Resources
San Mateo,
California
|
$36.2M
|
-$1.85M
|
-24,381
|
-5%
|
|
|
84
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$35.7M
|
+$80.9K
|
+1,065
|
+0.2%
|
|
|
85
|
BCK Partners
Corning,
New York
|
$35.7M
|
+$3.74M
|
+49,235
|
+12%
|
|
|
86
|
Howard Capital Management Group
Los Angeles,
California
|
$35M
|
+$35.2M
|
+462,565
|
New
|
|
|
87
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34.7M
|
-$11.5M
|
-151,781
|
-25%
|
|
|
88
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$34.5M
|
–
|
–
|
–
|
|
|
89
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$33.8M
|
+$526K
|
+6,920
|
+2%
|
|
|
90
|
Spinnaker Trust
Portland,
Maine
|
$33.5M
|
-$161K
|
-2,123
|
-0.5%
|
|
|
91
|
Northwest Bancshares
Warren,
Pennsylvania
|
$33.2M
|
+$907K
|
+11,937
|
+3%
|
|
|
92
|
Efficient Advisors
Mason,
Ohio
|
$33.2M
|
+$546K
|
+7,183
|
+2%
|
|
|
93
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.7M
|
-$63.1K
|
-831
|
-0.2%
|
|
|
94
|
Essex LLC
Deer Park,
Illinois
|
$32.3M
|
+$13.4M
|
+175,966
|
+70%
|
|
|
95
|
American Money Management
Rancho Santa Fe,
California
|
$31.5M
|
-$308K
|
-4,054
|
-1%
|
|
|
96
|
HighTower Advisors
Chicago,
Illinois
|
$31.5M
|
-$2.56M
|
-33,714
|
-7%
|
|
|
97
|
MML Investors Services
Springfield,
Massachusetts
|
$31.2M
|
-$4.27M
|
-56,209
|
-12%
|
|
|
98
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.2M
|
+$813K
|
+10,698
|
+3%
|
|
|
99
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$31M
|
-$777K
|
-10,231
|
-2%
|
|
|
100
|
Bath Savings Trust
Bath,
Maine
|
$30.3M
|
-$964K
|
-12,685
|
-3%
|
|
