|
101
|
Clarkston Capital Partners
Rochester,
Michigan
|
$12.4M
|
+$7.29M
|
+164,586
|
+150%
|
|
|
102
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$12M
|
+$561K
|
+12,661
|
+5%
|
|
|
103
|
Collective Family Office
York,
Pennsylvania
|
$12M
|
+$856K
|
+19,333
|
+8%
|
|
|
104
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$11.9M
|
+$283K
|
+6,390
|
+2%
|
|
|
105
|
J.E. Simmons & Co
Dallas,
Texas
|
$11.7M
|
+$11.4M
|
+258,276
|
New
|
|
|
106
|
Aspiriant LLC
Los Angeles,
California
|
$11.6M
|
+$229K
|
+5,174
|
+2%
|
|
|
107
|
KRM Wealth Management
Reno,
Nevada
|
$11.6M
|
+$11.4M
|
+256,713
|
New
|
|
|
108
|
1900 Wealth Management
San Antonio,
Texas
|
$11M
|
-$49.3K
|
-1,114
|
-0.5%
|
|
|
109
|
Your Advocates Ltd
Houston,
Texas
|
$10.9M
|
-$140K
|
-3,155
|
-1%
|
|
|
110
|
Rockefeller Capital Management
New York
|
$10.8M
|
+$5.8M
|
+131,031
|
+121%
|
|
|
111
|
Financial Consulate
Hunt Valley,
Maryland
|
$10.6M
|
-$239K
|
-5,391
|
-2%
|
|
|
112
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$10.5M
|
+$500K
|
+11,302
|
+5%
|
|
|
113
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.5M
|
+$131K
|
+2,959
|
+1%
|
|
|
114
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$10.5M
|
+$1.13M
|
+25,503
|
+12%
|
|
|
115
|
Bruce G. Allen Investments
Denver,
Colorado
|
$10.4M
|
-$34.8K
|
-786
|
-0.3%
|
|
|
116
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.4M
|
-$304K
|
-6,860
|
-3%
|
|
|
117
|
&Partners
Nashville,
Tennessee
|
$10.3M
|
+$304K
|
+6,858
|
+3%
|
|
|
118
|
FAS Wealth Partners
Leawood,
Kansas
|
$10.1M
|
+$66.1K
|
+1,492
|
+0.7%
|
|
|
119
|
Flatrock Wealth Partners
Newport Beach,
California
|
$10.1M
|
+$9.9M
|
+223,534
|
New
|
|
|
120
|
AssetMark Inc
Concord,
California
|
$9.77M
|
+$1.12M
|
+25,323
|
+13%
|
|
|
121
|
Corient Private Wealth
Miami,
Florida
|
$9.71M
|
-$94.1M
|
-2,125,918
|
-91%
|
|
|
122
|
Quantinno Capital Management
New York
|
$9.6M
|
+$2.75M
|
+62,076
|
+41%
|
|
|
123
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.42M
|
+$1.12M
|
+25,200
|
+14%
|
|
|
124
|
Beacon Financial Group
Dallas,
Texas
|
$9.36M
|
+$5.41M
|
+122,104
|
+144%
|
|
|
125
|
Visionary Horizons
Knoxville,
Tennessee
|
$9.29M
|
+$1.59M
|
+35,806
|
+21%
|
|
