|
151
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.05億
|
+$761万
|
+79,275
|
+8%
|
|
|
152
|
New York Life Investment Management
New York
|
$1.04億
|
+$457万
|
+47,556
|
+5%
|
|
|
153
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.03億
|
-$626万
|
-65,175
|
-6%
|
|
|
154
|
Davenport & Co
Richmond,
Virginia
|
$1.02億
|
+$1384万
|
+144,118
|
+16%
|
|
|
155
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.01億
|
+$84万
|
+8,749
|
+0.8%
|
|
|
156
|
First National Trust
Hermitage,
Pennsylvania
|
$1.01億
|
+$139万
|
+14,431
|
+1%
|
|
|
157
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$9995万
|
+$718万
|
+74,768
|
+5%
|
|
|
158
|
Diversified Trust
Memphis,
Tennessee
|
$9965万
|
+$156万
|
+16,290
|
+2%
|
|
|
159
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$9925万
|
+$253万
|
+26,320
|
+3%
|
|
|
160
|
Legacy Edge Advisors
Syosset,
New York
|
$9918万
|
+$194万
|
+20,189
|
+2%
|
|
|
161
|
Makena Capital Management
Menlo Park,
California
|
$9831万
|
-$576万
|
-59,999
|
-6%
|
|
|
162
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9787万
|
+$529万
|
+55,117
|
+6%
|
|
|
163
|
Aspiriant LLC
Los Angeles,
California
|
$9761万
|
+$230万
|
+23,916
|
+2%
|
|
|
164
|
Klingman & Associates
New York
|
$9679万
|
+$431万
|
+44,824
|
+5%
|
|
|
165
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9596万
|
-$910万
|
-94,696
|
-9%
|
|
|
166
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9537万
|
+$1055万
|
+109,865
|
+13%
|
|
|
167
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9332万
|
+$446万
|
+46,425
|
+5%
|
|
|
168
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$9308万
|
+$143万
|
+14,900
|
+2%
|
|
|
169
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$9253万
|
+$319万
|
+33,257
|
+4%
|
|
|
170
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$9220万
|
+$1383万
|
+144,003
|
+18%
|
|
|
171
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9177万
|
-$817万
|
-85,056
|
-8%
|
|
|
172
|
Planning Project LLC
The Woodlands,
Texas
|
$9160万
|
+$8782万
|
+914,240
|
新規
|
|
|
173
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$9073万
|
+$1836万
|
+191,103
|
+26%
|
|
|
174
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9015万
|
-$218万
|
-22,661
|
-2%
|
|
|
175
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9005万
|
+$2154万
|
+224,235
|
+32%
|
|
