|
151
|
Callan Family Office
Radnor,
Pennsylvania
|
$5.2M
|
+$583K
|
+4,500
|
+13%
|
|
|
152
|
Wealthspire Advisors (New York)
New York
|
$5.2M
|
-$14.1M
|
-108,604
|
-74%
|
|
|
153
|
Eagle Bay Advisors
New York
|
$5.14M
|
–
|
–
|
–
|
|
|
154
|
KeyBank National Association
Cleveland,
Ohio
|
$5.06M
|
+$350K
|
+2,701
|
+8%
|
|
|
155
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$4.96M
|
-$50.8K
|
-392
|
-1%
|
|
|
156
|
Mendel Capital Management
Little Rock,
Arkansas
|
$4.93M
|
-$189K
|
-1,463
|
-4%
|
|
|
157
|
Landaas & Company
Milwaukee,
Wisconsin
|
$4.9M
|
-$150K
|
-1,159
|
-3%
|
|
|
158
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.88M
|
-$4.52M
|
-34,884
|
-49%
|
|
|
159
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.87M
|
+$182K
|
+1,405
|
+4%
|
|
|
160
|
Ironwood Financial
Tucson,
Arizona
|
$4.8M
|
–
|
–
|
–
|
|
|
161
|
Omega Financial Group
Santa Barbara,
California
|
$4.77M
|
-$1.29M
|
-9,985
|
-22%
|
|
|
162
|
Integrated Advisors Network
Dallas,
Texas
|
$4.7M
|
-$49.3K
|
-381
|
-1%
|
|
|
163
|
Bank of Hawaii
Honolulu,
Hawaii
|
$4.68M
|
-$1.4M
|
-10,788
|
-23%
|
|
|
164
|
Wealth Quarterback
Toms River,
New Jersey
|
$4.64M
|
+$193K
|
+1,493
|
+4%
|
|
|
165
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.64M
|
–
|
–
|
–
|
|
|
166
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.63M
|
-$54K
|
-417
|
-1%
|
|
|
167
|
Cornerstone Management
Duluth,
Georgia
|
$4.62M
|
-$37.9K
|
-293
|
-0.8%
|
|
|
168
|
Balentine LLC
Atlanta,
Georgia
|
$4.6M
|
+$208K
|
+1,603
|
+5%
|
|
|
169
|
United Capital Financial Advisors
Irving,
Texas
|
$4.54M
|
-$301K
|
-2,321
|
-6%
|
|
|
170
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.52M
|
+$103K
|
+793
|
+2%
|
|
|
171
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.49M
|
+$2.71M
|
+20,898
|
+162%
|
|
|
172
|
MV Capital Management
Bethesda,
Maryland
|
$4.43M
|
-$53.3K
|
-412
|
-1%
|
|
|
173
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.38M
|
-$647
|
-5
|
-0%
|
|
|
174
|
First American Trust
Santa Ana,
California
|
$4.34M
|
+$96.8K
|
+748
|
+2%
|
|
|
175
|
Klingman & Associates
New York
|
$4.34M
|
+$1.17K
|
+9
|
+0%
|
|
