|
101
|
Manning & Napier Advisors
Fairport,
New York
|
$25M
|
-$1.46M
|
-28,786
|
-6%
|
|
|
102
|
Lazard Asset Management
New York
|
$24.3M
|
–
|
–
|
–
|
|
|
103
|
New York Life Investment Management
New York
|
$24.2M
|
-$2.2M
|
-43,416
|
-8%
|
|
|
104
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$24.1M
|
+$8.44M
|
+166,479
|
+55%
|
|
|
105
|
One Wealth Advisors
San Francisco,
California
|
$23.8M
|
+$23.6M
|
+465,601
|
New
|
|
|
106
|
a16z Perennial Management
Menlo Park,
California
|
$22.3M
|
–
|
–
|
–
|
|
|
107
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22M
|
+$6.36M
|
+125,491
|
+41%
|
|
|
108
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$21.4M
|
+$468K
|
+9,233
|
+2%
|
|
|
109
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$20.7M
|
–
|
–
|
–
|
|
|
110
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$20.5M
|
+$457K
|
+9,024
|
+2%
|
|
|
111
|
Facet Wealth Inc
Baltimore,
Maryland
|
$20.4M
|
+$745K
|
+14,708
|
+4%
|
|
|
112
|
Fort Point Capital Partners
San Francisco,
California
|
$20.2M
|
+$3.35M
|
+66,196
|
+20%
|
|
|
113
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$19.8M
|
+$1.87M
|
+36,962
|
+11%
|
|
|
114
|
Legacy Edge Advisors
Syosset,
New York
|
$19.5M
|
+$2.87M
|
+56,611
|
+17%
|
|
|
115
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.4M
|
-$315K
|
-6,222
|
-2%
|
|
|
116
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.4M
|
-$315K
|
-6,222
|
-2%
|
|
|
117
|
CX Institutional
Auburn,
Indiana
|
$19.3M
|
+$597K
|
+11,782
|
+3%
|
|
|
118
|
Quotient Wealth Partners
Dallas,
Texas
|
$19.2M
|
+$232K
|
+4,573
|
+1%
|
|
|
119
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$19M
|
+$368K
|
+7,266
|
+2%
|
|
|
120
|
Lido Advisors
Los Angeles,
California
|
$18.8M
|
-$2.69M
|
-53,128
|
-13%
|
|
|
121
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$18.7M
|
+$561K
|
+11,068
|
+3%
|
|
|
122
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$18.5M
|
+$67.3K
|
+1,327
|
+0.4%
|
|
|
123
|
First Horizon Advisors
Memphis,
Tennessee
|
$18.2M
|
+$1.06M
|
+20,878
|
+6%
|
|
|
124
|
Aspire Private Capital
Cornelius,
North Carolina
|
$17.9M
|
+$1.92M
|
+37,886
|
+12%
|
|
|
125
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$17.8M
|
+$1.94M
|
+38,294
|
+12%
|
|
