|
76
|
AdvicePeriod
Los Angeles,
California
|
$32M
|
-$2.32M
|
-20,966
|
-7%
|
|
|
77
|
Summit Financial
Parsippany,
New Jersey
|
$31.2M
|
+$864K
|
+7,811
|
+3%
|
|
|
78
|
Mission Wealth Management
Santa Barbara,
California
|
$31M
|
-$277K
|
-2,508
|
-0.9%
|
|
|
79
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.5M
|
+$548K
|
+4,955
|
+3%
|
|
|
80
|
Private Capital Group
West Hartford,
Connecticut
|
$29.7M
|
+$12.2M
|
+110,190
|
+71%
|
|
|
81
|
Money Design
Tokyo,
Japan
|
$29M
|
+$3.07M
|
+27,733
|
+12%
|
|
|
82
|
Pasadena Private Wealth
Pasadena,
California
|
$28.8M
|
-$100K
|
-908
|
-0.4%
|
|
|
83
|
ALPS Advisors
Denver,
Colorado
|
$28.7M
|
+$70.2K
|
+635
|
+0.2%
|
|
|
84
|
US Bancorp
Minneapolis,
Minnesota
|
$28.1M
|
-$14.4K
|
-130
|
-0.1%
|
|
|
85
|
Blue Edge Capital
Richmond,
Virginia
|
$26.7M
|
+$91.4K
|
+826
|
+0.3%
|
|
|
86
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$26.4M
|
-$404K
|
-3,651
|
-2%
|
|
|
87
|
American Portfolios Advisors
Holbrook,
New York
|
$26.4M
|
+$1.68M
|
+15,226
|
+7%
|
|
|
88
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$26.3M
|
+$156K
|
+1,412
|
+0.6%
|
|
|
89
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$26.3M
|
+$2.29M
|
+20,703
|
+10%
|
|
|
90
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.7M
|
-$1.9M
|
-17,218
|
-7%
|
|
|
91
|
First American Trust
Santa Ana,
California
|
$25.4M
|
-$494K
|
-4,470
|
-2%
|
|
|
92
|
Derby & Company
Newton,
Massachusetts
|
$25M
|
+$641K
|
+5,791
|
+3%
|
|
|
93
|
Financial Advisors Network
Tustin,
California
|
$24.1M
|
+$592K
|
+5,351
|
+3%
|
|
|
94
|
Carlson Capital Management
Northfield,
Minnesota
|
$24.1M
|
+$1.58M
|
+14,261
|
+7%
|
|
|
95
|
Coldstream Capital Management
Bellevue,
Washington
|
$23.5M
|
-$389K
|
-3,517
|
-2%
|
|
|
96
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$23.1M
|
-$357K
|
-3,225
|
-2%
|
|
|
97
|
Voya Financial Advisors
Windsor,
Connecticut
|
$22.2M
|
+$428K
|
+3,872
|
+2%
|
|
|
98
|
Cetera Advisor Networks
El Segundo,
California
|
$21.9M
|
+$344K
|
+3,114
|
+2%
|
|
|
99
|
Truist Financial
Charlotte,
North Carolina
|
$21.9M
|
+$26.4K
|
+239
|
+0.1%
|
|
|
100
|
Windham Capital Management
Boston,
Massachusetts
|
$21.3M
|
-$21.4M
|
-193,569
|
-50%
|
|
