|
76
|
Karpus Investment Management
Pittsford,
New York
|
$13.9M
|
+$993K
|
+18,650
|
+7%
|
|
|
77
|
Veritable
Wilmington,
Delaware
|
$13.8M
|
-$2.45M
|
-46,000
|
-15%
|
|
|
78
|
Bank of New York Mellon
New York
|
$13.8M
|
+$8.4M
|
+157,887
|
+144%
|
|
|
79
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.5M
|
+$13.9M
|
+261,506
|
New
|
|
|
80
|
|
$13M
|
+$513K
|
+9,646
|
+4%
|
|
|
81
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.3M
|
+$376K
|
+7,065
|
+3%
|
|
|
82
|
Atria Wealth Solutions
New York
|
$12.1M
|
+$12.5M
|
+234,179
|
New
|
|
|
83
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.7M
|
+$7.91M
|
+148,580
|
+188%
|
|
|
84
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
+$8.82M
|
+165,668
|
+282%
|
|
|
85
|
Parametric Portfolio Associates
Seattle,
Washington
|
$11.6M
|
-$20.3M
|
-382,159
|
-63%
|
|
|
86
|
Fiduciary Trust
Boston,
Massachusetts
|
$11.1M
|
+$10.4M
|
+196,281
|
+1,075%
|
|
|
87
|
Portfolio Solutions
Royal Oak,
Michigan
|
$10.7M
|
+$11M
|
+207,404
|
New
|
|
|
88
|
Human Investing
Lake Oswego,
Oregon
|
$10.6M
|
-$757K
|
-14,215
|
-6%
|
|
|
89
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$10.4M
|
-$3.01M
|
-56,645
|
-22%
|
|
|
90
|
Regis Management Company
Menlo Park,
California
|
$9.85M
|
–
|
–
|
–
|
|
|
91
|
Silver Oak Advisory Group
Portland,
Oregon
|
$9.83M
|
+$328K
|
+6,160
|
+3%
|
|
|
92
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$9.74M
|
-$28.3M
|
-532,416
|
-74%
|
|
|
93
|
Rockefeller Capital Management
New York
|
$9.72M
|
-$258K
|
-4,840
|
-3%
|
|
|
94
|
IFP Advisors
Tampa,
Florida
|
$9.6M
|
+$9.59M
|
+180,178
|
+2,198%
|
|
|
95
|
Steward Partners Investment Advisory
New York
|
$9.33M
|
-$1.48M
|
-27,866
|
-13%
|
|
|
96
|
SP Asset Management
Cupertino,
California
|
$9.32M
|
+$22.6K
|
+424
|
+0.2%
|
|
|
97
|
Mercer Global Advisors
Denver,
Colorado
|
$9.22M
|
+$156K
|
+2,933
|
+2%
|
|
|
98
|
Brown Financial Advisory
Fairhope,
Alabama
|
$9.07M
|
+$8.1M
|
+152,109
|
+639%
|
|
|
99
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.05M
|
+$2.98M
|
+55,945
|
+47%
|
|
|
100
|
Wealthspire Advisors (New York)
New York
|
$9.02M
|
+$646K
|
+12,145
|
+7%
|
|
