|
201
|
Circle Wealth Management
Summit,
New Jersey
|
$21.9M
|
–
|
–
|
–
|
|
|
202
|
E.S. Barr & Co
Lexington,
Kentucky
|
$21.9M
|
–
|
–
|
–
|
|
|
203
|
Plan A Wealth
Lincoln,
Nebraska
|
$21.9M
|
–
|
–
|
–
|
|
|
204
|
Cresset Asset Management
Chicago,
Illinois
|
$21.9M
|
+$2.99M
|
+4
|
+16%
|
|
|
205
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$21.1M
|
–
|
–
|
–
|
|
|
206
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$21.1M
|
–
|
–
|
–
|
|
|
207
|
Kestra Advisory Services
Austin,
Texas
|
$20.4M
|
+$1.49M
|
+2
|
+8%
|
|
|
208
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.4M
|
+$6.72M
|
+9
|
+50%
|
|
|
209
|
Connable Office Inc
Kalamazoo,
Michigan
|
$19.6M
|
–
|
–
|
–
|
|
|
210
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$19.6M
|
–
|
–
|
–
|
|
|
211
|
Regions Financial Corp
Birmingham,
Alabama
|
$19.6M
|
–
|
–
|
–
|
|
|
212
|
Sapient Capital
Indianapolis,
Indiana
|
$18.1M
|
-$746K
|
-1
|
-4%
|
|
|
213
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18.1M
|
–
|
–
|
–
|
|
|
214
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$18.1M
|
–
|
–
|
–
|
|
|
215
|
Davenport & Co
Richmond,
Virginia
|
$18.1M
|
–
|
–
|
–
|
|
|
216
|
Locust Wood Capital Advisers
New York
|
$18.1M
|
–
|
–
|
–
|
|
|
217
|
|
$18.1M
|
–
|
–
|
–
|
|
|
218
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.1M
|
–
|
–
|
–
|
|
|
219
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$17.4M
|
-$1.49M
|
-2
|
-8%
|
|
|
220
|
DZ Bank
Frankfurt Am Main,
Germany
|
$17.4M
|
–
|
–
|
–
|
|
|
221
|
AllianceBernstein
Nashville,
Tennessee
|
$17.4M
|
+$746K
|
+1
|
+5%
|
|
|
222
|
Ashford Capital Management
Wilmington,
Delaware
|
$16.6M
|
–
|
–
|
–
|
|
|
223
|
Brandywine Trust
Hockessin,
Delaware
|
$16.6M
|
–
|
–
|
–
|
|
|
224
|
JRM Investment Counsel
Omaha,
Nebraska
|
$16.6M
|
–
|
–
|
–
|
|
|
225
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.6M
|
–
|
–
|
–
|
|
