|
151
|
Winch Advisory Services
Appleton,
Wisconsin
|
$22.5M
|
+$561K
|
+6,128
|
+3%
|
|
|
152
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.5M
|
-$6.68M
|
-72,991
|
-23%
|
|
|
153
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$22.2M
|
-$35.2M
|
-384,743
|
-61%
|
|
|
154
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$21.9M
|
+$21.9M
|
+239,342
|
New
|
|
|
155
|
Banco Santander
Madrid,
Spain
|
$21.7M
|
+$14.8M
|
+161,416
|
+214%
|
|
|
156
|
Alethea Capital Management
Mercer Island,
Washington
|
$21.6M
|
-$6.9M
|
-75,363
|
-24%
|
|
|
157
|
NorthRock Partners
Minneapolis,
Minnesota
|
$21.6M
|
-$2.48M
|
-27,096
|
-10%
|
|
|
158
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$21.3M
|
-$86.3K
|
-943
|
-0.4%
|
|
|
159
|
Ebert Capital Management
Eureka,
California
|
$21.3M
|
+$21.2M
|
+231,869
|
New
|
|
|
160
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21.2M
|
+$21.3M
|
+232,489
|
New
|
|
|
161
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$20.8M
|
+$3.73M
|
+40,767
|
+22%
|
|
|
162
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.7M
|
+$3.18M
|
+34,753
|
+18%
|
|
|
163
|
Saratoga Research & Investment Management
Saratoga,
California
|
$20.6M
|
-$1.88M
|
-20,516
|
-8%
|
|
|
164
|
Hilton Capital Management
Garden City,
New York
|
$20.5M
|
+$14.5M
|
+158,042
|
+238%
|
|
|
165
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$20.5M
|
-$6.49M
|
-70,906
|
-24%
|
|
|
166
|
IHT Wealth Management
Chicago,
Illinois
|
$19.9M
|
+$3.67M
|
+40,062
|
+23%
|
|
|
167
|
HSBC Holdings
London,
United Kingdom
|
$19.7M
|
-$4.22M
|
-46,050
|
-19%
|
|
|
168
|
Trivium Point Advisory
Westport,
Connecticut
|
$19.7M
|
+$3.58M
|
+39,123
|
+22%
|
|
|
169
|
Citizens Financial Group
Providence,
Rhode Island
|
$19.7M
|
+$2.57M
|
+28,069
|
+15%
|
|
|
170
|
Global Retirement Partners
San Rafael,
California
|
$19.5M
|
+$3.47M
|
+37,943
|
+22%
|
|
|
171
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.5M
|
-$9.52M
|
-103,962
|
-33%
|
|
|
172
|
Maridea Wealth Management
Brooklyn,
New York
|
$19.4M
|
+$998K
|
+10,896
|
+5%
|
|
|
173
|
Belpointe Asset Management
Reno,
Nevada
|
$19.2M
|
+$48.2K
|
+527
|
+0.3%
|
|
|
174
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$18.9M
|
+$18.1M
|
+197,432
|
+2,028%
|
|
|
175
|
RIA Advisory Group
Des Moines,
Iowa
|
$18.8M
|
+$3.83M
|
+41,878
|
+26%
|
|
