|
76
|
Vista Capital Partners
Portland,
Oregon
|
$138M
|
-$637K
|
-3,651
|
-0.5%
|
|
|
77
|
Permanens Capital
New York
|
$136M
|
+$14.1M
|
+81,041
|
+11%
|
|
|
78
|
William Blair & Company
Chicago,
Illinois
|
$132M
|
+$9.9M
|
+56,755
|
+8%
|
|
|
79
|
NEPC LLC
Boston,
Massachusetts
|
$131M
|
–
|
–
|
–
|
|
|
80
|
|
$130M
|
+$23M
|
+132,002
|
+21%
|
|
|
81
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$130M
|
-$2.87M
|
-16,456
|
-2%
|
|
|
82
|
Sequoia Financial Advisors
Akron,
Ohio
|
$126M
|
-$6.67M
|
-38,256
|
-5%
|
|
|
83
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$126M
|
+$6.97M
|
+39,974
|
+6%
|
|
|
84
|
CSM Advisors
Warrendale,
Pennsylvania
|
$125M
|
-$436K
|
-2,500
|
-0.3%
|
|
|
85
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$120M
|
+$18.8M
|
+107,665
|
+17%
|
|
|
86
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$119M
|
+$4.7M
|
+26,924
|
+4%
|
|
|
87
|
Creative Planning
Overland Park,
Kansas
|
$119M
|
+$3.92M
|
+22,451
|
+3%
|
|
|
88
|
Citizens Financial Group
Providence,
Rhode Island
|
$116M
|
+$2.27M
|
+13,034
|
+2%
|
|
|
89
|
Safeguard Financial
Minocqua,
Wisconsin
|
$115M
|
+$2.69M
|
+15,410
|
+2%
|
|
|
90
|
Focus Partners Wealth
Boston,
Massachusetts
|
$115M
|
+$1.4M
|
+8,055
|
+1%
|
|
|
91
|
Balentine LLC
Atlanta,
Georgia
|
$114M
|
+$113M
|
+646,396
|
+3,990%
|
|
|
92
|
Mercer Global Advisors
Denver,
Colorado
|
$114M
|
+$27.7M
|
+158,718
|
+32%
|
|
|
93
|
Clearstead Advisors
Cleveland,
Ohio
|
$114M
|
+$870K
|
+4,989
|
+0.8%
|
|
|
94
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$113M
|
+$1.05M
|
+6,042
|
+0.9%
|
|
|
95
|
Wealthspire Advisors (New York)
New York
|
$112M
|
+$53.8M
|
+308,365
|
+91%
|
|
|
96
|
Brickley Wealth Management
San Mateo,
California
|
$110M
|
-$33.8K
|
-194
|
-0%
|
|
|
97
|
Cable Hill Partners
Portland,
Oregon
|
$109M
|
+$2.72M
|
+15,600
|
+2%
|
|
|
98
|
Focused Wealth Management
Newburgh,
New York
|
$108M
|
+$4.26M
|
+24,437
|
+4%
|
|
|
99
|
Everhart Financial Group
Dublin,
Ohio
|
$107M
|
+$95.7M
|
+548,675
|
+778%
|
|
|
100
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$105M
|
+$18.8M
|
+107,600
|
+21%
|
|
