|
76
|
Caprock Group
Boise,
Idaho
|
$229M
|
-$1.9M
|
-6,977
|
-0.9%
|
|
|
77
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$226M
|
+$23.6M
|
+86,564
|
+12%
|
|
|
78
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$218M
|
+$8.79M
|
+32,239
|
+4%
|
|
|
79
|
Corient Private Wealth
Miami,
Florida
|
$216M
|
+$34.8M
|
+127,706
|
+12%
|
|
|
80
|
Hardy Reed
Tupelo,
Mississippi
|
$210M
|
+$10M
|
+36,801
|
+5%
|
|
|
81
|
Verus Financial Partners
Richmond,
Virginia
|
$209M
|
-$1.22M
|
-4,474
|
-0.6%
|
|
|
82
|
Tidal Investments
Milwaukee,
Wisconsin
|
$203M
|
+$24.1M
|
+88,517
|
+14%
|
|
|
83
|
Cabot-Wellington
Boston,
Massachusetts
|
$201M
|
-$3.2M
|
-11,748
|
-2%
|
|
|
84
|
Kestra Advisory Services
Austin,
Texas
|
$201M
|
-$51.3M
|
-188,158
|
-21%
|
|
|
85
|
Oxford Financial Group
Carmel,
Indiana
|
$199M
|
+$1.29M
|
+4,737
|
+0.7%
|
|
|
86
|
Tanglewood Wealth Management
Houston,
Texas
|
$189M
|
-$874K
|
-3,206
|
-0.5%
|
|
|
87
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$189M
|
+$8.54M
|
+31,306
|
+5%
|
|
|
88
|
Stifel Financial
St. Louis,
Missouri
|
$189M
|
-$2.17M
|
-7,967
|
-1%
|
|
|
89
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$188M
|
+$5.61M
|
+20,576
|
+3%
|
|
|
90
|
Rebalance
Palo Alto,
California
|
$185M
|
+$1.92M
|
+7,037
|
+1%
|
|
|
91
|
AGF Management
Toronto,
Ontario, Canada
|
$180M
|
+$750K
|
+2,748
|
+0.4%
|
|
|
92
|
Symetra Investment Management
Farmington,
Connecticut
|
$175M
|
-$6.23M
|
-22,855
|
-4%
|
|
|
93
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$171M
|
-$1.28M
|
-4,683
|
-0.8%
|
|
|
94
|
Allen Investment Management
New York
|
$169M
|
+$290K
|
+1,064
|
+0.2%
|
|
|
95
|
Pathstone Holdings
Englewood,
New Jersey
|
$166M
|
-$9.21M
|
-33,767
|
-5%
|
|
|
96
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$166M
|
+$96.1M
|
+352,460
|
+73%
|
|
|
97
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$166M
|
+$101M
|
+370,787
|
+173%
|
|
|
98
|
Truist Financial
Charlotte,
North Carolina
|
$165M
|
-$36.3M
|
-133,227
|
-19%
|
|
|
99
|
PrairieView Partners
St. Paul,
Minnesota
|
$162M
|
+$3.79M
|
+13,881
|
+2%
|
|
|
100
|
Rockefeller Capital Management
New York
|
$158M
|
+$4.47M
|
+16,390
|
+3%
|
|
