|
151
|
One Wealth Advisors
San Francisco,
California
|
$13.3M
|
+$853K
|
+37,461
|
+7%
|
|
|
152
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$13.2M
|
+$1.17M
|
+51,176
|
+10%
|
|
|
153
|
Mariner
Overland Park,
Kansas
|
$12.8M
|
-$9.73M
|
-427,437
|
-43%
|
|
|
154
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.7M
|
-$1.6M
|
-70,227
|
-11%
|
|
|
155
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$12.5M
|
+$1.43M
|
+62,909
|
+13%
|
|
|
156
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12.5M
|
–
|
–
|
–
|
|
|
157
|
Wealth Alliance
Mellville,
New York
|
$12.2M
|
+$3.43M
|
+150,418
|
+39%
|
|
|
158
|
Mutual Advisors
Omaha,
Nebraska
|
$11.9M
|
-$2.08M
|
-91,159
|
-15%
|
|
|
159
|
SNS Financial Group
Minneapolis,
Minnesota
|
$11.8M
|
+$11.8M
|
+519,418
|
New
|
|
|
160
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$11.7M
|
+$8.02M
|
+352,221
|
+218%
|
|
|
161
|
Stolz & Associates
Tacoma,
Washington
|
$11.4M
|
+$815K
|
+35,770
|
+8%
|
|
|
162
|
Trek Financial
Scottsdale,
Arizona
|
$11.2M
|
+$521K
|
+22,869
|
+5%
|
|
|
163
|
Diversify Wealth Management
Sandy,
Utah
|
$11.1M
|
+$1.93M
|
+84,801
|
+21%
|
|
|
164
|
Diversify Advisory Services
Sandy,
Utah
|
$11.1M
|
+$11.2M
|
+493,694
|
New
|
|
|
165
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11M
|
+$131K
|
+5,768
|
+1%
|
|
|
166
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$10.8M
|
+$776K
|
+34,083
|
+8%
|
|
|
167
|
Regal Investment Advisors
Kentwood,
Michigan
|
$10.7M
|
+$1.33M
|
+58,226
|
+14%
|
|
|
168
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$10.6M
|
+$5.29M
|
+232,283
|
+99%
|
|
|
169
|
Cerity Partners OCIO
New York
|
$10.6M
|
-$1.28M
|
-56,126
|
-11%
|
|
|
170
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$10.5M
|
-$590K
|
-25,928
|
-5%
|
|
|
171
|
a16z Perennial Management
Menlo Park,
California
|
$10.5M
|
+$8M
|
+351,139
|
+323%
|
|
|
172
|
Fairlight Advisors
San Francisco,
California
|
$10.5M
|
+$10.4M
|
+458,746
|
New
|
|
|
173
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.4M
|
-$273K
|
-11,994
|
-3%
|
|
|
174
|
TSA Wealth Management
Houston,
Texas
|
$10.1M
|
-$1.18M
|
-51,615
|
-10%
|
|
|
175
|
Westfuller Advisors
New York
|
$10M
|
+$1.41M
|
+62,106
|
+16%
|
|
