|
101
|
Abacus Planning Group
Columbia,
South Carolina
|
$28.6M
|
+$421K
|
+6,812
|
+1%
|
|
|
102
|
Cresset Asset Management
Chicago,
Illinois
|
$28.4M
|
-$3.55M
|
-57,401
|
-11%
|
|
|
103
|
Mercer Global Advisors
Denver,
Colorado
|
$28.3M
|
-$838K
|
-13,567
|
-3%
|
|
|
104
|
Focus Financial Network
Minneapolis,
Minnesota
|
$27.5M
|
+$1.41M
|
+22,879
|
+5%
|
|
|
105
|
Greenline Partners
New York
|
$27.2M
|
+$3.09M
|
+50,073
|
+13%
|
|
|
106
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$27.2M
|
+$1.37M
|
+22,244
|
+5%
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$26.6M
|
+$3M
|
+48,602
|
+13%
|
|
|
108
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.3M
|
+$195K
|
+3,158
|
+0.8%
|
|
|
109
|
Natixis Advisors
Boston,
Massachusetts
|
$25.9M
|
-$305K
|
-4,932
|
-1%
|
|
|
110
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.8M
|
+$3.74M
|
+60,565
|
+17%
|
|
|
111
|
Manuka Financial
Richmond,
Virginia
|
$25.1M
|
+$2.65M
|
+42,929
|
+12%
|
|
|
112
|
Hardy Reed
Tupelo,
Mississippi
|
$25M
|
-$41.6K
|
-673
|
-0.2%
|
|
|
113
|
Legacy Private Trust
Neenah,
Wisconsin
|
$23.5M
|
+$1.56M
|
+25,325
|
+7%
|
|
|
114
|
Aperture Investors
New York
|
$23.1M
|
–
|
–
|
–
|
|
|
115
|
IMA Advisory Services
Denver,
Colorado
|
$22.1M
|
-$3.49M
|
-56,470
|
-14%
|
|
|
116
|
Atria Wealth Solutions
New York
|
$21.9M
|
+$3.31M
|
+53,504
|
+18%
|
|
|
117
|
Prospera Capital Management
Gilbert,
Arizona
|
$21.2M
|
+$1.13M
|
+18,317
|
+6%
|
|
|
118
|
Allworth Financial
Folsom,
California
|
$20.8M
|
+$1.68M
|
+27,257
|
+9%
|
|
|
119
|
Mosaic Advisors
Houston,
Texas
|
$20.7M
|
-$2.88M
|
-46,570
|
-12%
|
|
|
120
|
Prudential plc
London, England,
United Kingdom
|
$20.5M
|
+$20.4M
|
+330,000
|
New
|
|
|
121
|
United Services Automobile Association
San Antonio,
Texas
|
$20.5M
|
+$10.1M
|
+164,195
|
+100%
|
|
|
122
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$20.5M
|
+$705K
|
+11,417
|
+4%
|
|
|
123
|
Tenon Financial
Metuchen,
New Jersey
|
$20.2M
|
+$2.77M
|
+44,792
|
+16%
|
|
|
124
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$19.6M
|
–
|
–
|
–
|
|
|
125
|
Fiducient Advisors
Chicago,
Illinois
|
$19.4M
|
-$1.74M
|
-28,178
|
-8%
|
|
