|
76
|
Creative Planning
Overland Park,
Kansas
|
$23.2M
|
-$456K
|
-10,184
|
-2%
|
|
|
77
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$23.2M
|
+$21.7M
|
+483,952
|
New
|
|
|
78
|
Blankinship & Foster
Solana Beach,
California
|
$22.4M
|
-$211K
|
-4,721
|
-1%
|
|
|
79
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.4M
|
-$800K
|
-17,870
|
-4%
|
|
|
80
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.9M
|
+$20.6M
|
+460,780
|
New
|
|
|
81
|
Callan Capital
La Jolla,
California
|
$21.6M
|
-$23.1M
|
-515,150
|
-53%
|
|
|
82
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$21.4M
|
-$17M
|
-380,092
|
-46%
|
|
|
83
|
First Horizon Advisors
Memphis,
Tennessee
|
$21.4M
|
-$1.04M
|
-23,318
|
-5%
|
|
|
84
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$21.3M
|
-$18.4M
|
-411,162
|
-48%
|
|
|
85
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.2M
|
-$3.4M
|
-75,901
|
-15%
|
|
|
86
|
Bainco International Investors
Boston,
Massachusetts
|
$20.8M
|
-$3.09M
|
-68,976
|
-14%
|
|
|
87
|
Baker Avenue Asset Management
San Francisco,
California
|
$20.6M
|
+$15.5M
|
+345,752
|
+397%
|
|
|
88
|
Bailard
Foster City,
California
|
$20.5M
|
-$2.54M
|
-56,626
|
-12%
|
|
|
89
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.5M
|
-$18.4M
|
-411,651
|
-49%
|
|
|
90
|
MilWealth Group
Milwaukee,
Wisconsin
|
$20M
|
+$123K
|
+2,753
|
+0.7%
|
|
|
91
|
SouthState Corp
Winter Haven,
Florida
|
$19.6M
|
-$2.94M
|
-65,719
|
-14%
|
|
|
92
|
Harding Loevner
Bridgewater,
New Jersey
|
$19.4M
|
-$34.1M
|
-761,131
|
-65%
|
|
|
93
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$19.3M
|
-$3.1M
|
-69,310
|
-15%
|
|
|
94
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$17.9M
|
+$3.94M
|
+87,899
|
+30%
|
|
|
95
|
TD Private Client Wealth
New York
|
$17.7M
|
+$2.79M
|
+62,356
|
+20%
|
|
|
96
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.3M
|
+$681K
|
+15,193
|
+4%
|
|
|
97
|
Stephens Inc
Little Rock,
Arkansas
|
$16.5M
|
-$147K
|
-3,272
|
-0.9%
|
|
|
98
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$16.5M
|
-$5.72M
|
-127,776
|
-27%
|
|
|
99
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$16.4M
|
+$30.4K
|
+679
|
+0.2%
|
|
|
100
|
Caprock Group
Boise,
Idaho
|
$16.3M
|
-$805K
|
-17,961
|
-5%
|
|
