|
301
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$14.3M
|
+$951K
|
+12,854
|
+7%
|
|
|
302
|
Continuum Advisory
Eagle,
Idaho
|
$14.3M
|
+$1.89M
|
+25,549
|
+15%
|
|
|
303
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$14M
|
–
|
–
|
–
|
|
|
304
|
Vectors Research Management
New York
|
$13.9M
|
+$2.22M
|
+29,983
|
+19%
|
|
|
305
|
BFSG LLC
Irvine,
California
|
$13.9M
|
+$6.05M
|
+81,772
|
+79%
|
|
|
306
|
Rockefeller Capital Management
New York
|
$13.8M
|
+$32K
|
+432
|
+0.2%
|
|
|
307
|
EWG Elevate
Roseville,
California
|
$13.7M
|
+$13.5M
|
+182,621
|
New
|
|
|
308
|
Aspire Capital Advisors
Seattle,
Washington
|
$13.7M
|
+$307K
|
+4,143
|
+2%
|
|
|
309
|
Brown Advisory
Baltimore,
Maryland
|
$13.7M
|
-$140K
|
-1,893
|
-1%
|
|
|
310
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.7M
|
-$286K
|
-3,861
|
-2%
|
|
|
311
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$13.6M
|
-$130K
|
-1,760
|
-1%
|
|
|
312
|
IMA Advisory Services
Denver,
Colorado
|
$13.6M
|
+$13.4M
|
+181,353
|
New
|
|
|
313
|
Breakwater Investment Management
Seattle,
Washington
|
$13.5M
|
+$757K
|
+10,227
|
+6%
|
|
|
314
|
PDS Planning
Dublin,
Ohio
|
$13.5M
|
+$640K
|
+8,653
|
+5%
|
|
|
315
|
Lido Advisors
Los Angeles,
California
|
$13.5M
|
-$1.91M
|
-25,830
|
-13%
|
|
|
316
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$13.4M
|
+$255K
|
+3,444
|
+2%
|
|
|
317
|
Soltis Investment Advisors
St. George,
Utah
|
$13.2M
|
+$3.24M
|
+43,763
|
+33%
|
|
|
318
|
MGO One Seven
Beachwood,
Ohio
|
$13.2M
|
+$408K
|
+5,509
|
+3%
|
|
|
319
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.1M
|
+$2.43M
|
+32,902
|
+23%
|
|
|
320
|
TownSquare Capital
Provo,
Utah
|
$13M
|
+$1.77M
|
+23,932
|
+16%
|
|
|
321
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.8M
|
+$6.7M
|
+90,474
|
+113%
|
|
|
322
|
PFG Advisors
Phoenix,
Arizona
|
$12.8M
|
+$597K
|
+8,065
|
+5%
|
|
|
323
|
Triad Wealth Partners
Lawrence,
Kansas
|
$12.7M
|
-$5.52M
|
-74,652
|
-31%
|
|
|
324
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.7M
|
+$3.57M
|
+48,179
|
+40%
|
|
|
325
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$12.6M
|
+$1.31M
|
+17,737
|
+12%
|
|
