|
126
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$9.27M
|
+$1.01M
|
+45,553
|
+13%
|
|
|
127
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$9.14M
|
+$881K
|
+39,581
|
+11%
|
|
|
128
|
Source Financial Advisors
New York
|
$9.07M
|
+$12.3K
|
+551
|
+0.1%
|
|
|
129
|
|
$9.02M
|
+$5.32M
|
+238,788
|
+156%
|
|
|
130
|
WealthSource Partners
San Luis Obispo,
California
|
$8.76M
|
-$4.31M
|
-193,822
|
-34%
|
|
|
131
|
Perella Weinberg Partners Capital Management
New York
|
$8.43M
|
–
|
–
|
–
|
|
|
132
|
SCS Capital Management
Boston,
Massachusetts
|
$8.41M
|
-$25.7M
|
-1,153,795
|
-76%
|
|
|
133
|
Bartlett & Co
Cincinnati,
Ohio
|
$8.35M
|
+$8.01M
|
+360,042
|
+19,441%
|
|
|
134
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.35M
|
+$8.01M
|
+360,042
|
+19,441%
|
|
|
135
|
Arden Trust
Wilmington,
Delaware
|
$8.05M
|
+$644K
|
+28,918
|
+9%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.97M
|
-$2.23M
|
-100,198
|
-22%
|
|
|
137
|
Bank of New York Mellon
New York
|
$7.95M
|
-$9.41M
|
-422,823
|
-55%
|
|
|
138
|
Cetera Advisors
Denver,
Colorado
|
$7.84M
|
-$4.78M
|
-214,552
|
-39%
|
|
|
139
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$7.83M
|
+$1.02M
|
+45,734
|
+16%
|
|
|
140
|
Skyline Advisors
Bellingham,
Washington
|
$7.73M
|
+$7.47M
|
+335,461
|
New
|
|
|
141
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.73M
|
+$75.5K
|
+3,393
|
+1%
|
|
|
142
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$7.71M
|
-$69K
|
-3,099
|
-0.9%
|
|
|
143
|
Hilltop Holdings
Dallas,
Texas
|
$7.7M
|
+$64.8K
|
+2,912
|
+0.9%
|
|
|
144
|
One Day In July LLC
Burlington,
Vermont
|
$7.6M
|
-$2.74M
|
-122,938
|
-27%
|
|
|
145
|
Bull Oak Capital
San Diego,
California
|
$7.48M
|
+$1.59M
|
+71,567
|
+28%
|
|
|
146
|
Farther Finance Advisors
San Francisco,
California
|
$7.43M
|
+$3.2M
|
+143,787
|
+80%
|
|
|
147
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$7.32M
|
+$1.13M
|
+50,821
|
+19%
|
|
|
148
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.28M
|
+$1.28M
|
+57,464
|
+22%
|
|
|
149
|
Creative Planning
Overland Park,
Kansas
|
$6.89M
|
-$431K
|
-19,371
|
-6%
|
|
|
150
|
JT Stratford LLC
Gainesville,
Georgia
|
$6.84M
|
+$166K
|
+7,469
|
+3%
|
|
