|
176
|
MTC Wealth Management
Tampa,
Florida
|
$35.7M
|
+$8.15M
|
+82,487
|
+30%
|
|
|
177
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$35.6M
|
+$482K
|
+4,878
|
+1%
|
|
|
178
|
Howard Capital Management
Roswell,
Georgia
|
$35.3M
|
+$284K
|
+2,872
|
+0.8%
|
|
|
179
|
Fort Point Capital Partners
San Francisco,
California
|
$35.2M
|
+$2.08M
|
+21,071
|
+6%
|
|
|
180
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$34.9M
|
+$14.8M
|
+150,000
|
+75%
|
|
|
181
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.6M
|
+$116K
|
+1,171
|
+0.3%
|
|
|
182
|
Lazard Asset Management
New York
|
$34.3M
|
–
|
–
|
–
|
|
|
183
|
Calamos Wealth Management
Naperville,
Illinois
|
$33.9M
|
-$1.51M
|
-15,282
|
-4%
|
|
|
184
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$33.7M
|
+$1.15M
|
+11,670
|
+4%
|
|
|
185
|
ETF Portfolio Partners
Leawood,
Kansas
|
$32.9M
|
+$3.14M
|
+31,778
|
+11%
|
|
|
186
|
Cornerstone Management
Duluth,
Georgia
|
$32.9M
|
+$5.04M
|
+51,032
|
+18%
|
|
|
187
|
Legacy Private Trust
Neenah,
Wisconsin
|
$32.5M
|
+$2.02M
|
+20,485
|
+7%
|
|
|
188
|
|
$32.3M
|
-$12.1M
|
-122,063
|
-27%
|
|
|
189
|
Private Advisor Group
Morristown,
New Jersey
|
$32M
|
-$135K
|
-1,371
|
-0.4%
|
|
|
190
|
Park Avenue Securities
New York
|
$32M
|
+$1.33M
|
+13,502
|
+4%
|
|
|
191
|
Bartlett & Co
Cincinnati,
Ohio
|
$31.9M
|
+$218K
|
+2,205
|
+0.7%
|
|
|
192
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$31.9M
|
+$218K
|
+2,205
|
+0.7%
|
|
|
193
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$31.8M
|
+$31.6M
|
+319,649
|
New
|
|
|
194
|
EP Wealth Advisors
Torrance,
California
|
$31.6M
|
-$48.6M
|
-492,110
|
-61%
|
|
|
195
|
Atria Wealth Solutions
New York
|
$31.6M
|
+$2.72M
|
+27,549
|
+10%
|
|
|
196
|
Bell Bank
Fargo,
North Dakota
|
$31.3M
|
+$4.68M
|
+47,362
|
+18%
|
|
|
197
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$31.1M
|
+$5.73K
|
+58
|
+0%
|
|
|
198
|
Wilshire Advisors
Santa Monica,
California
|
$30.7M
|
+$841K
|
+8,508
|
+3%
|
|
|
199
|
Global Retirement Partners
San Rafael,
California
|
$30.7M
|
-$103K
|
-1,039
|
-0.3%
|
|
|
200
|
Summit Trail Advisors
New York
|
$30.5M
|
+$11.3M
|
+113,936
|
+59%
|
|
