|
76
|
AdvicePeriod
Los Angeles,
California
|
$92.5M
|
-$2.4M
|
-15,890
|
-3%
|
|
|
77
|
Wealthspire Advisors (New York)
New York
|
$89.2M
|
-$1.67M
|
-11,057
|
-2%
|
|
|
78
|
Zions Bancorporation
Salt Lake City,
Utah
|
$89M
|
+$758K
|
+5,030
|
+0.9%
|
|
|
79
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.2M
|
+$7.6M
|
+50,427
|
+9%
|
|
|
80
|
First Allied Advisory Services
San Diego,
California
|
$87.1M
|
-$4.21M
|
-27,963
|
-5%
|
|
|
81
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$85.9M
|
-$3.76M
|
-24,923
|
-4%
|
|
|
82
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$85.6M
|
+$85.9M
|
+569,674
|
New
|
|
|
83
|
HighTower Advisors
Chicago,
Illinois
|
$85.3M
|
+$2.78M
|
+18,471
|
+3%
|
|
|
84
|
Verus Financial Partners
Richmond,
Virginia
|
$84.8M
|
+$2.52M
|
+16,685
|
+3%
|
|
|
85
|
Creative Planning
Overland Park,
Kansas
|
$83.6M
|
+$261K
|
+1,734
|
+0.3%
|
|
|
86
|
Pathstone Family Office
Englewood,
New Jersey
|
$83.1M
|
+$151K
|
+1,001
|
+0.2%
|
|
|
87
|
Baker Avenue Asset Management
San Francisco,
California
|
$82.4M
|
+$5M
|
+33,162
|
+6%
|
|
|
88
|
Arden Trust
Wilmington,
Delaware
|
$78.9M
|
-$16.1M
|
-107,059
|
-17%
|
|
|
89
|
|
$78.1M
|
+$13.4M
|
+89,039
|
+21%
|
|
|
90
|
Ritholtz Wealth Management
New York
|
$77.4M
|
+$3.14M
|
+20,829
|
+4%
|
|
|
91
|
Cabot-Wellington
Boston,
Massachusetts
|
$76.7M
|
–
|
–
|
–
|
|
|
92
|
Bailard
Foster City,
California
|
$74.8M
|
-$1.31M
|
-8,664
|
-2%
|
|
|
93
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$72.2M
|
-$1.25M
|
-8,295
|
-2%
|
|
|
94
|
Circle Wealth Management
Summit,
New Jersey
|
$71.4M
|
+$4.16M
|
+27,629
|
+6%
|
|
|
95
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$71.2M
|
-$6.7M
|
-44,438
|
-9%
|
|
|
96
|
Avidian Wealth Enterprises
Houston,
Texas
|
$69.2M
|
+$13.2M
|
+87,528
|
+24%
|
|
|
97
|
Mission Wealth Management
Santa Barbara,
California
|
$69M
|
+$4.15M
|
+27,520
|
+6%
|
|
|
98
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$66.8M
|
+$401K
|
+2,662
|
+0.6%
|
|
|
99
|
|
$65.4M
|
–
|
–
|
–
|
|
|
100
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$64.4M
|
+$129K
|
+854
|
+0.2%
|
|
