|
126
|
Fusion Family Wealth
Woodbury,
New York
|
$89.5M
|
+$3.3M
|
+64,939
|
+4%
|
|
|
127
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$89.3M
|
-$1.27M
|
-25,004
|
-1%
|
|
|
128
|
Tanglewood Wealth Management
Houston,
Texas
|
$87.3M
|
-$3.46M
|
-68,121
|
-4%
|
|
|
129
|
Allspring Global Investments
Charlotte,
North Carolina
|
$86.6M
|
-$7.74M
|
-152,218
|
-8%
|
|
|
130
|
Cresset Asset Management
Chicago,
Illinois
|
$85.2M
|
-$1.18M
|
-23,209
|
-1%
|
|
|
131
|
Coldstream Capital Management
Bellevue,
Washington
|
$85.1M
|
-$26.5K
|
-521
|
-0%
|
|
|
132
|
R.M. Davis Inc
Portland,
Maine
|
$84M
|
+$5.76M
|
+113,364
|
+8%
|
|
|
133
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$83.5M
|
+$655K
|
+12,871
|
+1,448%
|
|
|
134
|
AGF Management
Toronto,
Ontario, Canada
|
$83.1M
|
-$193K
|
-3,792
|
-0.2%
|
|
|
135
|
PDS Planning
Dublin,
Ohio
|
$83M
|
+$3.81M
|
+74,956
|
+5%
|
|
|
136
|
Raymond James Trust
St. Petersburg,
Florida
|
$82.3M
|
-$1.32M
|
-25,891
|
-2%
|
|
|
137
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$82.3M
|
+$3.99M
|
+78,386
|
+5%
|
|
|
138
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$80.3M
|
+$62.9M
|
+1,236,636
|
+213%
|
|
|
139
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$79M
|
-$1.12M
|
-21,939
|
-1%
|
|
|
140
|
Choreo LLC
Rockford,
Illinois
|
$78.8M
|
-$926K
|
-18,208
|
-1%
|
|
|
141
|
Evoke Wealth
Los Angeles,
California
|
$78.5M
|
+$75.4M
|
+1,482,213
|
+36,364%
|
|
|
142
|
Pure Financial Advisors
San Diego,
California
|
$77.9M
|
+$3.93M
|
+77,206
|
+6%
|
|
|
143
|
Brookstone Capital Management
Wheaton,
Illinois
|
$77.3M
|
+$3.59M
|
+70,558
|
+5%
|
|
|
144
|
Whittier Trust
South Pasadena,
California
|
$77M
|
+$1.3M
|
+25,472
|
+2%
|
|
|
145
|
CreativeOne Wealth
Overland Park,
Kansas
|
$73.2M
|
+$9.33M
|
+183,491
|
+15%
|
|
|
146
|
Planning Alternatives
Birmingham,
Michigan
|
$71.4M
|
-$58.2K
|
-1,145
|
-0.1%
|
|
|
147
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$71.4M
|
+$1.98M
|
+38,951
|
+3%
|
|
|
148
|
Clark Asset Management
Stratham,
New Hampshire
|
$70.8M
|
+$15.9M
|
+311,803
|
+30%
|
|
|
149
|
Old National Bancorp
Evansville,
Indiana
|
$70.4M
|
+$6.24M
|
+122,784
|
+10%
|
|
|
150
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$69.5M
|
+$23.2M
|
+456,974
|
+53%
|
|
