|
76
|
Wealthspire Advisors (New York)
New York
|
$90.4M
|
+$76.7K
|
+521
|
+0.1%
|
|
|
77
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$89.1M
|
+$4.11M
|
+27,903
|
+5%
|
|
|
78
|
Raymond James & Associates
St Petersburg,
Florida
|
$88.3M
|
-$4.19M
|
-28,460
|
-5%
|
|
|
79
|
Zions Bancorporation
Salt Lake City,
Utah
|
$87.7M
|
+$6.42M
|
+43,623
|
+8%
|
|
|
80
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$85.6M
|
-$14M
|
-95,331
|
-14%
|
|
|
81
|
Creative Planning
Overland Park,
Kansas
|
$82.8M
|
+$24.9M
|
+168,962
|
+44%
|
|
|
82
|
Pathstone Family Office
Englewood,
New Jersey
|
$82.5M
|
-$2.05M
|
-13,897
|
-2%
|
|
|
83
|
HighTower Advisors
Chicago,
Illinois
|
$82M
|
+$1.25M
|
+8,519
|
+2%
|
|
|
84
|
Verus Financial Partners
Richmond,
Virginia
|
$81.8M
|
+$3.74M
|
+25,409
|
+5%
|
|
|
85
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.1M
|
+$8.21M
|
+55,719
|
+12%
|
|
|
86
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$77.5M
|
-$4.06M
|
-27,559
|
-5%
|
|
|
87
|
Baker Avenue Asset Management
San Francisco,
California
|
$77M
|
+$3.55M
|
+24,100
|
+5%
|
|
|
88
|
Cabot-Wellington
Boston,
Massachusetts
|
$76.7M
|
–
|
–
|
–
|
|
|
89
|
Parkwood LLC
Cleveland,
Ohio
|
$76.4M
|
-$11.7M
|
-79,462
|
-13%
|
|
|
90
|
Bailard
Foster City,
California
|
$75.7M
|
+$681K
|
+4,621
|
+0.9%
|
|
|
91
|
Ritholtz Wealth Management
New York
|
$73.8M
|
+$6.35M
|
+43,131
|
+10%
|
|
|
92
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$73M
|
-$2.05M
|
-13,894
|
-3%
|
|
|
93
|
United Capital Financial Advisors
Irving,
Texas
|
$69.4M
|
+$3.67M
|
+24,925
|
+6%
|
|
|
94
|
|
$67.5M
|
+$290K
|
+1,967
|
+0.5%
|
|
|
95
|
Circle Wealth Management
Summit,
New Jersey
|
$66.9M
|
+$2.94M
|
+19,947
|
+5%
|
|
|
96
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$66M
|
-$1M
|
-6,824
|
-2%
|
|
|
97
|
|
$65M
|
–
|
–
|
–
|
|
|
98
|
Harvest Capital Management
Concord,
New Hampshire
|
$64.5M
|
+$20.3M
|
+137,906
|
+47%
|
|
|
99
|
Mission Wealth Management
Santa Barbara,
California
|
$64.5M
|
+$2.96M
|
+20,065
|
+5%
|
|
|
100
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$63.9M
|
-$2.84M
|
-19,305
|
-4%
|
|
