|
76
|
IEQ Capital
Foster City,
California
|
$382M
|
-$66.1M
|
-184,973
|
-15%
|
|
|
77
|
Beacon Pointe Advisors
Newport Beach,
California
|
$366M
|
-$13.2M
|
-36,875
|
-4%
|
|
|
78
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$366M
|
+$6.95M
|
+19,425
|
+2%
|
|
|
79
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$363M
|
+$3.97M
|
+11,106
|
+1%
|
|
|
80
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$353M
|
+$18.1M
|
+50,565
|
+6%
|
|
|
81
|
Pathstone Holdings
Englewood,
New Jersey
|
$344M
|
+$34.5M
|
+96,355
|
+12%
|
|
|
82
|
Cresset Asset Management
Chicago,
Illinois
|
$336M
|
+$16.6M
|
+46,339
|
+5%
|
|
|
83
|
Caprock Group
Boise,
Idaho
|
$328M
|
-$1.5M
|
-4,188
|
-0.5%
|
|
|
84
|
Gibson Capital
Wexford,
Pennsylvania
|
$312M
|
-$2.55M
|
-7,140
|
-0.8%
|
|
|
85
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$304M
|
+$7.74M
|
+21,639
|
+3%
|
|
|
86
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$303M
|
+$915K
|
+2,560
|
+0.3%
|
|
|
87
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$303M
|
-$3.09M
|
-8,629
|
-1%
|
|
|
88
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$298M
|
-$264K
|
-737
|
-0.1%
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$297M
|
-$2.69M
|
-7,517
|
-0.9%
|
|
|
90
|
First Business Financial Services
Madison,
Wisconsin
|
$294M
|
-$835K
|
-2,334
|
-0.3%
|
|
|
91
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$291M
|
-$1.27M
|
-3,553
|
-0.5%
|
|
|
92
|
Verus Financial Partners
Richmond,
Virginia
|
$290M
|
+$3.71M
|
+10,381
|
+1%
|
|
|
93
|
Hardy Reed
Tupelo,
Mississippi
|
$289M
|
+$4.1M
|
+11,464
|
+1%
|
|
|
94
|
Cabot-Wellington
Boston,
Massachusetts
|
$285M
|
-$2.77M
|
-7,751
|
-1%
|
|
|
95
|
Oxford Financial Group
Carmel,
Indiana
|
$282M
|
-$4.19M
|
-11,706
|
-2%
|
|
|
96
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$281M
|
-$139K
|
-388
|
-0.1%
|
|
|
97
|
Kestra Advisory Services
Austin,
Texas
|
$280M
|
+$5.65M
|
+15,789
|
+2%
|
|
|
98
|
Stifel Financial
St. Louis,
Missouri
|
$278M
|
+$4.31M
|
+12,064
|
+2%
|
|
|
99
|
Apella Capital
West Hartford,
Connecticut
|
$275M
|
+$4.69M
|
+13,108
|
+2%
|
|
|
100
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$268M
|
+$43.7M
|
+122,190
|
+20%
|
|
