|
101
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$19.5M
|
+$1.98M
|
+37,050
|
+10%
|
|
|
102
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$19.4M
|
+$884K
|
+16,501
|
+4%
|
|
|
103
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$18.5M
|
+$149K
|
+2,790
|
+0.8%
|
|
|
104
|
FC Advisory
West Chester,
Pennsylvania
|
$18.5M
|
+$557K
|
+10,406
|
+3%
|
|
|
105
|
SouthState Corp
Winter Haven,
Florida
|
$18.1M
|
-$514K
|
-9,601
|
-3%
|
|
|
106
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18.1M
|
-$207K
|
-3,872
|
-1%
|
|
|
107
|
Whittier Trust
South Pasadena,
California
|
$17.9M
|
-$4.09M
|
-76,437
|
-18%
|
|
|
108
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$17.8M
|
+$1.11M
|
+20,721
|
+6%
|
|
|
109
|
Chesley Taft & Associates
Chicago,
Illinois
|
$17.7M
|
-$17.7K
|
-330
|
-0.1%
|
|
|
110
|
Callan Capital
La Jolla,
California
|
$17.7M
|
-$198K
|
-3,697
|
-1%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.4M
|
-$1.79M
|
-33,428
|
-9%
|
|
|
112
|
Brown Advisory
Baltimore,
Maryland
|
$16.9M
|
-$662K
|
-12,355
|
-4%
|
|
|
113
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
+$1.88M
|
+35,043
|
+12%
|
|
|
114
|
Bessemer Group
Woodbridge,
New Jersey
|
$16.8M
|
-$214K
|
-4,005
|
-1%
|
|
|
115
|
Aspiriant LLC
Los Angeles,
California
|
$16.3M
|
+$39.1K
|
+730
|
+0.2%
|
|
|
116
|
Personal Capital Advisors
Redwood City,
California
|
$16.1M
|
+$4.56M
|
+85,094
|
+36%
|
|
|
117
|
Alta Advisers
London,
United Kingdom
|
$15.6M
|
-$4.11M
|
-76,804
|
-20%
|
|
|
118
|
Main Management
San Francisco,
California
|
$15.4M
|
-$220K
|
-4,106
|
-1%
|
|
|
119
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$15.3M
|
+$4.74M
|
+88,415
|
+55%
|
|
|
120
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.2M
|
+$380K
|
+7,096
|
+2%
|
|
|
121
|
Fullen Financial Group
Columbus,
Ohio
|
$15.1M
|
+$854K
|
+15,953
|
+6%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$15.1M
|
-$6.61M
|
-123,482
|
-29%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$15M
|
-$3.5M
|
-65,306
|
-18%
|
|
|
124
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$14.8M
|
-$1.9M
|
-35,534
|
-11%
|
|
|
125
|
Sage Financial Management Group
Mclean,
Virginia
|
$14.8M
|
+$2.19M
|
+40,928
|
+16%
|
|
