|
151
|
Perigon Wealth Management
San Francisco,
California
|
$20.1M
|
+$3.65M
|
+67,388
|
+25%
|
|
|
152
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.1M
|
-$1.78M
|
-32,952
|
-9%
|
|
|
153
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$19.8M
|
-$1.62M
|
-29,901
|
-8%
|
|
|
154
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$19.7M
|
+$18M
|
+333,642
|
New
|
|
|
155
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$19.5M
|
+$263K
|
+4,853
|
+1%
|
|
|
156
|
Chemistry Wealth Management
New York
|
$19.4M
|
+$1.5M
|
+27,721
|
+9%
|
|
|
157
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.1M
|
+$12.7M
|
+233,936
|
+258%
|
|
|
158
|
Oppenheimer Asset Management
New York
|
$18.9M
|
-$229K
|
-4,229
|
-1%
|
|
|
159
|
|
$18.8M
|
-$2.19M
|
-40,397
|
-11%
|
|
|
160
|
Quest Investment Management
Lake Oswego,
Oregon
|
$18.7M
|
+$3.25K
|
+60
|
+0%
|
|
|
161
|
Avantax Advisory Services
Dallas,
Texas
|
$18.7M
|
+$8.78M
|
+162,279
|
+105%
|
|
|
162
|
Modus Advisors
Excelsior,
Minnesota
|
$18.5M
|
-$177K
|
-3,275
|
-1%
|
|
|
163
|
Capital Group Private Client Services
Los Angeles,
California
|
$18.5M
|
-$1.61M
|
-29,708
|
-9%
|
|
|
164
|
William Blair & Company
Chicago,
Illinois
|
$18.3M
|
+$345K
|
+6,385
|
+2%
|
|
|
165
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$18.3M
|
-$5.32M
|
-98,285
|
-24%
|
|
|
166
|
BOK Financial
Tulsa,
Oklahoma
|
$18M
|
+$563K
|
+10,405
|
+4%
|
|
|
167
|
Sterling Financial Planning
Sparta,
New Jersey
|
$17.9M
|
-$563K
|
-10,404
|
-3%
|
|
|
168
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$17.9M
|
+$9.56M
|
+176,747
|
+139%
|
|
|
169
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$17.9M
|
-$254K
|
-4,695
|
-2%
|
|
|
170
|
Transform Wealth
Greenwood Village,
Colorado
|
$17.8M
|
+$237K
|
+4,388
|
+1%
|
|
|
171
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$17.8M
|
+$343K
|
+6,339
|
+2%
|
|
|
172
|
Atria Investments
Charlotte,
North Carolina
|
$17.7M
|
+$9.43M
|
+174,335
|
+138%
|
|
|
173
|
BCWM LLC
Overland Park,
Kansas
|
$17.6M
|
+$3.61M
|
+66,825
|
+29%
|
|
|
174
|
Gimbal Financial
Carmel,
Indiana
|
$17.6M
|
+$6.6M
|
+122,062
|
+69%
|
|
|
175
|
Sage Rhino Capital
Menlo Park,
California
|
$17.6M
|
-$343K
|
-6,339
|
-2%
|
|
