|
76
|
Wealthspire Advisors (New York)
New York
|
$87M
|
+$3.84M
|
+27,507
|
+5%
|
|
|
77
|
Parkwood LLC
Cleveland,
Ohio
|
$85.2M
|
+$25.9M
|
+185,300
|
+46%
|
|
|
78
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$81.9M
|
-$5.52M
|
-39,562
|
-7%
|
|
|
79
|
Pathstone Family Office
Englewood,
New Jersey
|
$81.5M
|
+$67.9M
|
+486,446
|
+631%
|
|
|
80
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$78.7M
|
-$1M
|
-7,184
|
-1%
|
|
|
81
|
Zions Bancorporation
Salt Lake City,
Utah
|
$78.3M
|
+$75.5M
|
+540,795
|
New
|
|
|
82
|
HighTower Advisors
Chicago,
Illinois
|
$77.8M
|
+$1.67M
|
+11,958
|
+2%
|
|
|
83
|
Cabot-Wellington
Boston,
Massachusetts
|
$76.8M
|
+$6.49M
|
+46,545
|
+10%
|
|
|
84
|
Verus Financial Partners
Richmond,
Virginia
|
$75.2M
|
+$5.25M
|
+37,647
|
+8%
|
|
|
85
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$72.4M
|
-$4.8M
|
-34,391
|
-6%
|
|
|
86
|
Bailard
Foster City,
California
|
$72.3M
|
+$121K
|
+865
|
+0.2%
|
|
|
87
|
Baker Avenue Asset Management
San Francisco,
California
|
$70.7M
|
+$4.86M
|
+34,822
|
+8%
|
|
|
88
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.1M
|
-$3.51M
|
-25,180
|
-5%
|
|
|
89
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$66.6M
|
+$53.8M
|
+385,674
|
+497%
|
|
|
90
|
Ritholtz Wealth Management
New York
|
$64.9M
|
+$62.3M
|
+446,185
|
+17,826%
|
|
|
91
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$64.6M
|
-$15.6K
|
-112
|
-0%
|
|
|
92
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$64.4M
|
+$6.82M
|
+48,875
|
+12%
|
|
|
93
|
United Capital Financial Advisors
Irving,
Texas
|
$63.4M
|
+$26.6M
|
+190,668
|
+77%
|
|
|
94
|
|
$62.7M
|
–
|
–
|
–
|
|
|
95
|
Circle Wealth Management
Summit,
New Jersey
|
$61.6M
|
+$9.28M
|
+66,529
|
+19%
|
|
|
96
|
|
$60.4M
|
+$11.4M
|
+81,592
|
+24%
|
|
|
97
|
Mission Wealth Management
Santa Barbara,
California
|
$59.2M
|
+$2.33M
|
+16,693
|
+4%
|
|
|
98
|
PrairieView Partners
St. Paul,
Minnesota
|
$59.2M
|
+$1.57M
|
+11,274
|
+3%
|
|
|
99
|
Karpus Investment Management
Pittsford,
New York
|
$59.1M
|
-$1.46M
|
-10,499
|
-3%
|
|
|
100
|
Lindbrook Capital
Calabasas,
California
|
$58.9M
|
+$2.57M
|
+18,435
|
+5%
|
|
