|
201
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$19.4M
|
+$2.64M
|
+33,385
|
+16%
|
|
|
202
|
Freestone Capital Holdings
Seattle,
Washington
|
$19.2M
|
+$159K
|
+2,011
|
+0.8%
|
|
|
203
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$19.2M
|
+$19.5M
|
+246,331
|
New
|
|
|
204
|
Prism Advisors
Studio City,
California
|
$19.2M
|
+$768K
|
+9,698
|
+4%
|
|
|
205
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$19.2M
|
+$60.2K
|
+760
|
+0.3%
|
|
|
206
|
Mercer Global Advisors
Denver,
Colorado
|
$19.1M
|
+$2.87M
|
+36,244
|
+17%
|
|
|
207
|
SVB Wealth
Boston,
Massachusetts
|
$19.1M
|
-$1.17M
|
-14,810
|
-6%
|
|
|
208
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.1M
|
+$371K
|
+4,686
|
+2%
|
|
|
209
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$19M
|
-$300K
|
-3,793
|
-2%
|
|
|
210
|
SWMG LLC
Fort Worth,
Texas
|
$19M
|
+$19.1M
|
+241,196
|
New
|
|
|
211
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$19M
|
+$19.1M
|
+241,067
|
New
|
|
|
212
|
Colony Group
Boston,
Massachusetts
|
$18.9M
|
+$480K
|
+6,066
|
+3%
|
|
|
213
|
Minot Capital
Broomfield,
Colorado
|
$18.9M
|
–
|
–
|
–
|
|
|
214
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$18.7M
|
+$168K
|
+2,126
|
+0.9%
|
|
|
215
|
Evercore Wealth Management
New York
|
$18.6M
|
+$1.28M
|
+16,224
|
+7%
|
|
|
216
|
Steward Partners Investment Advisory
New York
|
$18.4M
|
+$934K
|
+11,798
|
+5%
|
|
|
217
|
Hills Bank & Trust
North Liberty,
Iowa
|
$18.4M
|
-$1.48M
|
-18,738
|
-7%
|
|
|
218
|
Grimes & Company
Westborough,
Massachusetts
|
$18.4M
|
-$10.1M
|
-127,767
|
-35%
|
|
|
219
|
Brighton Jones LLC
Seattle,
Washington
|
$18.2M
|
+$259K
|
+3,266
|
+1%
|
|
|
220
|
NEPC LLC
Boston,
Massachusetts
|
$18.1M
|
+$8.34M
|
+105,290
|
+85%
|
|
|
221
|
Monterey Private Wealth
Monterey,
California
|
$18M
|
+$692K
|
+8,741
|
+4%
|
|
|
222
|
Wall Capital Group
Phoenix,
Arizona
|
$18M
|
-$995K
|
-12,564
|
-5%
|
|
|
223
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$17.8M
|
-$189K
|
-2,384
|
-1%
|
|
|
224
|
Cetera Advisor Networks
El Segundo,
California
|
$17.5M
|
+$1.26M
|
+15,970
|
+8%
|
|
|
225
|
Lido Advisors
Los Angeles,
California
|
$17.5M
|
+$3.06M
|
+38,681
|
+21%
|
|
