|
76
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.1M
|
-$925K
|
-10,191
|
-3%
|
|
|
77
|
Evergreen Capital Management
Bellevue,
Washington
|
$29.9M
|
+$2.33M
|
+25,719
|
+8%
|
|
|
78
|
Comprehensive Financial Management
Los Gatos,
California
|
$29.7M
|
–
|
–
|
–
|
|
|
79
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.1M
|
-$2.16M
|
-23,809
|
-7%
|
|
|
80
|
Falcon Wealth Planning
Ontario,
California
|
$28.7M
|
+$1.27M
|
+14,020
|
+5%
|
|
|
81
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.6M
|
-$2.32M
|
-25,587
|
-7%
|
|
|
82
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$28.5M
|
+$6.37M
|
+70,167
|
+29%
|
|
|
83
|
Becker Capital Management
Portland,
Oregon
|
$28.4M
|
+$2.68M
|
+29,569
|
+10%
|
|
|
84
|
First Financial Bankshares
Abilene,
Texas
|
$27.9M
|
-$14.8M
|
-163,586
|
-35%
|
|
|
85
|
Fidelity Investments
Boston,
Massachusetts
|
$27.4M
|
+$8.31M
|
+91,531
|
+43%
|
|
|
86
|
Disciplina Capital Management
Nashville,
Tennessee
|
$26.9M
|
-$3.68M
|
-40,500
|
-12%
|
|
|
87
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$26.8M
|
+$1.48M
|
+16,315
|
+6%
|
|
|
88
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.3M
|
-$1.61M
|
-17,783
|
-6%
|
|
|
89
|
Mercer Global Advisors
Denver,
Colorado
|
$25.7M
|
+$1.1M
|
+12,071
|
+4%
|
|
|
90
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$25.3M
|
+$1.27M
|
+13,980
|
+5%
|
|
|
91
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$24.3M
|
-$1.28M
|
-14,099
|
-5%
|
|
|
92
|
Atria Wealth Solutions
New York
|
$23.8M
|
-$10.5M
|
-115,190
|
-30%
|
|
|
93
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$23.8M
|
+$204K
|
+2,246
|
+0.9%
|
|
|
94
|
Pacific Capital Wealth Advisors
Corona,
California
|
$23.7M
|
-$568K
|
-6,262
|
-2%
|
|
|
95
|
Foster & Motley
Cincinnati,
Ohio
|
$23.5M
|
+$12.6K
|
+139
|
+0.1%
|
|
|
96
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.3M
|
-$280K
|
-3,084
|
-1%
|
|
|
97
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$23.3M
|
+$12.9M
|
+142,182
|
+123%
|
|
|
98
|
Whelan Financial
Fresno,
California
|
$22.9M
|
-$38.4K
|
-423
|
-0.2%
|
|
|
99
|
VanEck Associates
New York
|
$22.8M
|
+$11.4M
|
+125,220
|
+99%
|
|
|
100
|
PGIM Custom Harvest
Newark,
New Jersey
|
$22.8M
|
+$1.14M
|
+12,527
|
+5%
|
|
