|
151
|
Venturi Wealth Management
Austin,
Texas
|
$7.11M
|
+$843K
|
+8,323
|
+13%
|
|
|
152
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$6.64M
|
+$996K
|
+9,827
|
+17%
|
|
|
153
|
Waypoint Wealth Partners
Mill Valley,
California
|
$6.59M
|
+$64.1K
|
+633
|
+1%
|
|
|
154
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$6.59M
|
+$587K
|
+5,796
|
+9%
|
|
|
155
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.23M
|
+$935K
|
+9,231
|
+17%
|
|
|
156
|
Cascadia Advisory Services
Portland,
Oregon
|
$6.14M
|
+$300K
|
+2,957
|
+5%
|
|
|
157
|
Centaurus Financial
Anaheim,
California
|
$6.13M
|
+$100K
|
+991
|
+2%
|
|
|
158
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.01M
|
+$4.06M
|
+40,035
|
+191%
|
|
|
159
|
Private Ocean
San Rafael,
California
|
$5.96M
|
+$19.4K
|
+191
|
+0.3%
|
|
|
160
|
Tiedemann Advisors
New York
|
$5.93M
|
+$461K
|
+4,554
|
+8%
|
|
|
161
|
PFG Advisors
Phoenix,
Arizona
|
$5.89M
|
+$952K
|
+9,393
|
+19%
|
|
|
162
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.78M
|
-$33K
|
-326
|
-0.6%
|
|
|
163
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$5.71M
|
-$98.8K
|
-975
|
-2%
|
|
|
164
|
Joel Isaacson & Co
New York
|
$5.65M
|
+$15.2K
|
+150
|
+0.3%
|
|
|
165
|
Plancorp LLC
Saint Louis,
Missouri
|
$5.63M
|
+$170K
|
+1,679
|
+3%
|
|
|
166
|
Belpointe Asset Management
Reno,
Nevada
|
$5.57M
|
+$547K
|
+5,397
|
+11%
|
|
|
167
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.57M
|
+$244K
|
+2,409
|
+4%
|
|
|
168
|
TRUADVICE
Sarasota,
Florida
|
$5.52M
|
-$8.89M
|
-87,722
|
-63%
|
|
|
169
|
Parkside Advisors
Berkeley,
California
|
$5.47M
|
+$339K
|
+3,346
|
+6%
|
|
|
170
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$5.46M
|
+$272K
|
+2,685
|
+5%
|
|
|
171
|
Apella Capital
West Hartford,
Connecticut
|
$5.45M
|
+$560K
|
+5,526
|
+11%
|
|
|
172
|
Macroview Investment Management
Bethesda,
Maryland
|
$5.4M
|
+$1.13M
|
+11,196
|
+26%
|
|
|
173
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$5.39M
|
-$137K
|
-1,351
|
-2%
|
|
|
174
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.23M
|
+$392K
|
+3,868
|
+8%
|
|
|
175
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.22M
|
+$5.29M
|
+52,252
|
+7,227%
|
|
