|
101
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.7M
|
+$4.59M
|
+193,638
|
+61%
|
|
|
102
|
Liberty Wealth Management
Oakland,
California
|
$11.6M
|
+$4.14M
|
+174,655
|
+52%
|
|
|
103
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$11.6M
|
+$12.1M
|
+509,319
|
New
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$11.5M
|
+$2.79M
|
+117,651
|
+30%
|
|
|
105
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.1M
|
+$2.02M
|
+85,207
|
+21%
|
|
|
106
|
Investment Management Associates
Greenwood Village,
Colorado
|
$11M
|
-$1.86M
|
-78,471
|
-14%
|
|
|
107
|
West Wealth Group
Irvine,
California
|
$11M
|
+$1.97M
|
+83,032
|
+21%
|
|
|
108
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$10.9M
|
-$5M
|
-211,092
|
-31%
|
|
|
109
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.9M
|
–
|
–
|
–
|
|
|
110
|
Trek Financial
Scottsdale,
Arizona
|
$10.9M
|
+$7.97M
|
+336,445
|
+239%
|
|
|
111
|
Perella Weinberg Partners Capital Management
New York
|
$10.8M
|
+$176K
|
+7,415
|
+2%
|
|
|
112
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.8M
|
-$58K
|
-2,449
|
-0.5%
|
|
|
113
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$10.5M
|
+$3.59M
|
+151,464
|
+49%
|
|
|
114
|
Private Advisor Group
Morristown,
New Jersey
|
$10.4M
|
+$2.19M
|
+92,571
|
+25%
|
|
|
115
|
|
$10.4M
|
-$244K
|
-10,279
|
-2%
|
|
|
116
|
Equitable Holdings
New York
|
$10.3M
|
+$1.22M
|
+51,423
|
+13%
|
|
|
117
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$10.3M
|
-$2.02M
|
-85,300
|
-16%
|
|
|
118
|
Spectrum Management Group
Indianapolis,
Indiana
|
$10.3M
|
+$10.2M
|
+431,576
|
+2,193%
|
|
|
119
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.2M
|
+$1.91M
|
+80,582
|
+22%
|
|
|
120
|
Renaissance Technologies
New York
|
$10.1M
|
+$9.08M
|
+383,357
|
+634%
|
|
|
121
|
Sentinus LLC
Oak Brook,
Illinois
|
$10.1M
|
+$10.2M
|
+431,412
|
New
|
|
|
122
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$10.1M
|
+$200K
|
+8,457
|
+2%
|
|
|
123
|
Cambridge Associates
Boston,
Massachusetts
|
$9.91M
|
-$732K
|
-30,882
|
-7%
|
|
|
124
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.8M
|
+$3.92M
|
+165,589
|
+63%
|
|
|
125
|
Annandale Capital
Dallas,
Texas
|
$9.61M
|
+$10M
|
+422,067
|
New
|
|
