|
76
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.25M
|
-$556K
|
-10,959
|
-6%
|
|
|
77
|
Wealthspire Advisors (New York)
New York
|
$9.23M
|
+$635K
|
+12,522
|
+7%
|
|
|
78
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.02M
|
+$327K
|
+6,446
|
+4%
|
|
|
79
|
Truist Financial
Charlotte,
North Carolina
|
$8.99M
|
+$300K
|
+5,924
|
+3%
|
|
|
80
|
Scotia Capital
Toronto,
Ontario, Canada
|
$8.7M
|
-$1.73K
|
-34
|
-0%
|
|
|
81
|
United Services Automobile Association
San Antonio,
Texas
|
$8.31M
|
+$8.26M
|
+162,929
|
New
|
|
|
82
|
Franklin Resources
San Mateo,
California
|
$8.1M
|
+$8.05M
|
+158,676
|
New
|
|
|
83
|
Gradient Capital Advisors
San Diego,
California
|
$7.84M
|
+$729K
|
+14,376
|
+10%
|
|
|
84
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$7.84M
|
+$7.79M
|
+153,605
|
New
|
|
|
85
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.64M
|
+$199K
|
+3,914
|
+3%
|
|
|
86
|
Money Design
Tokyo,
Japan
|
$7.57M
|
-$1.16M
|
-22,887
|
-13%
|
|
|
87
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.55M
|
+$14.9K
|
+294
|
+0.2%
|
|
|
88
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$7.52M
|
+$2.6M
|
+51,165
|
+53%
|
|
|
89
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7.13M
|
+$2.51M
|
+49,439
|
+55%
|
|
|
90
|
Apella Capital
West Hartford,
Connecticut
|
$7.02M
|
+$517K
|
+10,189
|
+8%
|
|
|
91
|
Pasadena Private Wealth
Pasadena,
California
|
$6.92M
|
+$2.56M
|
+50,382
|
+59%
|
|
|
92
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$6.91M
|
-$61.7K
|
-1,216
|
-0.9%
|
|
|
93
|
|
$6.83M
|
+$954K
|
+18,810
|
+16%
|
|
|
94
|
North Star Investment Management
Chicago,
Illinois
|
$6.63M
|
+$1.53M
|
+30,110
|
+30%
|
|
|
95
|
Clear Creek Financial Management
Silverdale,
Washington
|
$6.56M
|
+$6.52M
|
+128,520
|
New
|
|
|
96
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6.52M
|
+$558K
|
+11,003
|
+9%
|
|
|
97
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$6.43M
|
–
|
–
|
–
|
|
|
98
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$6.09M
|
+$468K
|
+9,222
|
+8%
|
|
|
99
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.02M
|
+$2.72M
|
+53,635
|
+83%
|
|
|
100
|
Renaissance Technologies
New York
|
$5.9M
|
+$5.87M
|
+115,700
|
New
|
|
