|
76
|
Morningstar Investment Management
Chicago,
Illinois
|
$9.73M
|
-$4.61M
|
-90,506
|
-32%
|
|
|
77
|
Veritable
Wilmington,
Delaware
|
$9.59M
|
-$1.97M
|
-38,770
|
-17%
|
|
|
78
|
Windham Capital Management
Boston,
Massachusetts
|
$9.38M
|
-$164K
|
-3,215
|
-2%
|
|
|
79
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.33M
|
+$69.7K
|
+1,369
|
+0.8%
|
|
|
80
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$9.3M
|
+$9.26M
|
+182,038
|
New
|
|
|
81
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.18M
|
+$465K
|
+9,146
|
+5%
|
|
|
82
|
North Star Investment Management
Chicago,
Illinois
|
$9.18M
|
+$2.52M
|
+49,490
|
+38%
|
|
|
83
|
Truist Financial
Charlotte,
North Carolina
|
$8.98M
|
-$31.4K
|
-617
|
-0.3%
|
|
|
84
|
Gratus Capital
Atlanta,
Georgia
|
$8.73M
|
+$7.35M
|
+144,456
|
+545%
|
|
|
85
|
Gradient Capital Advisors
San Diego,
California
|
$8.73M
|
+$876K
|
+17,204
|
+11%
|
|
|
86
|
Franklin Resources
San Mateo,
California
|
$8.68M
|
+$568K
|
+11,153
|
+7%
|
|
|
87
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.62M
|
+$963K
|
+18,926
|
+13%
|
|
|
88
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$8.61M
|
+$1.47M
|
+28,808
|
+21%
|
|
|
89
|
Renaissance Technologies
New York
|
$8.44M
|
+$2.52M
|
+49,519
|
+43%
|
|
|
90
|
Kestra Advisory Services
Austin,
Texas
|
$8.34M
|
+$6.11M
|
+120,113
|
+277%
|
|
|
91
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$8.29M
|
+$8.26M
|
+162,338
|
New
|
|
|
92
|
Apella Capital
West Hartford,
Connecticut
|
$8.22M
|
+$1.19M
|
+23,311
|
+17%
|
|
|
93
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.87M
|
+$244K
|
+4,803
|
+3%
|
|
|
94
|
Boston Family Office
Boston,
Massachusetts
|
$7.85M
|
+$7.82M
|
+153,704
|
New
|
|
|
95
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$7.69M
|
-$157K
|
-3,083
|
-2%
|
|
|
96
|
|
$7.13M
|
+$289K
|
+5,676
|
+4%
|
|
|
97
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.12M
|
+$4.43M
|
+86,982
|
+166%
|
|
|
98
|
Vanguard Group
Malvern,
Pennsylvania
|
$7.08M
|
+$6.69M
|
+131,524
|
+1,898%
|
|
|
99
|
Symmetry Partners
Glastonbury,
Connecticut
|
$7.05M
|
+$1.72M
|
+33,739
|
+32%
|
|
|
100
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$7M
|
+$76.3K
|
+1,499
|
+1%
|
|
