|
76
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.8M
|
+$7.36M
|
+124,610
|
+19%
|
|
|
77
|
Coldstream Capital Management
Bellevue,
Washington
|
$45.6M
|
-$38.9M
|
-657,885
|
-46%
|
|
|
78
|
Creative Financial Designs
Kokomo,
Indiana
|
$45.6M
|
+$3.63M
|
+61,493
|
+9%
|
|
|
79
|
Kestra Advisory Services
Austin,
Texas
|
$45.1M
|
+$181K
|
+3,055
|
+0.4%
|
|
|
80
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$44.2M
|
+$1.29M
|
+21,860
|
+3%
|
|
|
81
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$43.1M
|
-$1.87M
|
-31,716
|
-4%
|
|
|
82
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$42.7M
|
+$2.79M
|
+47,184
|
+7%
|
|
|
83
|
Portland Global Advisors
Portland,
Maine
|
$41M
|
+$1.62M
|
+27,403
|
+4%
|
|
|
84
|
MilWealth Group
Milwaukee,
Wisconsin
|
$40.5M
|
+$3.03M
|
+51,271
|
+8%
|
|
|
85
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.7M
|
+$1.22M
|
+20,698
|
+3%
|
|
|
86
|
Albion Financial Group
Salt Lake City,
Utah
|
$39.5M
|
+$2.01M
|
+34,044
|
+5%
|
|
|
87
|
Jones Financial Companies
Des Peres,
Missouri
|
$39.3M
|
+$5.77M
|
+97,636
|
+17%
|
|
|
88
|
Secure Asset Management
Troy,
Michigan
|
$39.2M
|
+$2.53M
|
+42,745
|
+7%
|
|
|
89
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$38.7M
|
+$2.61M
|
+44,190
|
+7%
|
|
|
90
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$38.3M
|
+$2.09M
|
+35,389
|
+6%
|
|
|
91
|
BSW Wealth Partners
Boulder,
Colorado
|
$36.9M
|
+$4.12M
|
+69,802
|
+13%
|
|
|
92
|
AssetMark Inc
Concord,
California
|
$36.7M
|
-$3.89M
|
-65,864
|
-10%
|
|
|
93
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$36.1M
|
+$6.38M
|
+108,056
|
+21%
|
|
|
94
|
Towneley Capital Management
Laguna Hills,
California
|
$35.8M
|
+$534K
|
+9,032
|
+2%
|
|
|
95
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$35.5M
|
+$1.23M
|
+20,778
|
+4%
|
|
|
96
|
Permanent Capital Management
Chicago,
Illinois
|
$35.4M
|
+$298K
|
+5,046
|
+0.8%
|
|
|
97
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$35.2M
|
+$3.04M
|
+51,489
|
+9%
|
|
|
98
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.7M
|
-$4.65M
|
-78,650
|
-12%
|
|
|
99
|
Emprise Bank
Wichita,
Kansas
|
$34M
|
-$728K
|
-12,323
|
-2%
|
|
|
100
|
MAI Capital Management
Independence,
Ohio
|
$34M
|
+$16.5M
|
+279,729
|
+94%
|
|
