|
101
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$95.1M
|
-$4.92M
|
-79,428
|
-5%
|
|
|
102
|
Rockefeller Capital Management
New York
|
$93.5M
|
-$553K
|
-8,922
|
-0.6%
|
|
|
103
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$90.3M
|
-$53.9K
|
-870
|
-0.1%
|
|
|
104
|
Martel Wealth Advisors
Vancouver,
Washington
|
$89.3M
|
-$2.6M
|
-41,982
|
-3%
|
|
|
105
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$88.8M
|
-$1.66M
|
-26,802
|
-2%
|
|
|
106
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$88.7M
|
+$2.66M
|
+42,960
|
+3%
|
|
|
107
|
Venturi Wealth Management
Austin,
Texas
|
$87.7M
|
-$45.8M
|
-738,480
|
-35%
|
|
|
108
|
Bessemer Group
Woodbridge,
New Jersey
|
$87.7M
|
+$1.13M
|
+18,258
|
+1%
|
|
|
109
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$87.5M
|
+$1.71M
|
+27,510
|
+2%
|
|
|
110
|
Summit Financial
Parsippany,
New Jersey
|
$86M
|
-$5.53M
|
-89,190
|
-6%
|
|
|
111
|
Vista Capital Partners
Portland,
Oregon
|
$85.8M
|
-$2.83M
|
-45,702
|
-3%
|
|
|
112
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$85.2M
|
-$1.24M
|
-20,046
|
-1%
|
|
|
113
|
Pathstone Holdings
Englewood,
New Jersey
|
$84.7M
|
-$264K
|
-4,266
|
-0.3%
|
|
|
114
|
|
$83.2M
|
+$4.1M
|
+66,108
|
+5%
|
|
|
115
|
|
$83.2M
|
+$5.59M
|
+90,108
|
+7%
|
|
|
116
|
CSM Advisors
Warrendale,
Pennsylvania
|
$81.7M
|
+$409K
|
+6,600
|
+0.5%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$80.8M
|
+$1.46M
|
+23,592
|
+2%
|
|
|
118
|
Permanens Capital
New York
|
$80.2M
|
-$72.2M
|
-1,164,318
|
-48%
|
|
|
119
|
RMR Wealth Builders
Montclair,
New Jersey
|
$79.7M
|
+$2.94M
|
+47,352
|
+4%
|
|
|
120
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$79.4M
|
–
|
–
|
–
|
|
|
121
|
Becker Capital Management
Portland,
Oregon
|
$77.9M
|
+$1.38M
|
+22,302
|
+2%
|
|
|
122
|
Corrigan Financial
Middletown,
Rhode Island
|
$76.6M
|
+$23.4K
|
+378
|
+0%
|
|
|
123
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$76.5M
|
-$7.25M
|
-116,958
|
-9%
|
|
|
124
|
CreativeOne Wealth
Overland Park,
Kansas
|
$74.1M
|
+$5M
|
+80,688
|
+7%
|
|
|
125
|
HCR Wealth Advisors
Los Angeles,
California
|
$74.1M
|
+$653K
|
+10,542
|
+0.9%
|
|
