|
151
|
Summit Trail Advisors
New York
|
$28M
|
+$6.61M
|
+101,332
|
+36%
|
|
|
152
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$28M
|
+$1.87M
|
+28,739
|
+8%
|
|
|
153
|
Perigon Wealth Management
San Francisco,
California
|
$27.9M
|
+$3.43M
|
+52,610
|
+16%
|
|
|
154
|
Vision Capital Management
Portland,
Oregon
|
$27.9M
|
+$447K
|
+6,848
|
+2%
|
|
|
155
|
BFSG LLC
Irvine,
California
|
$27.7M
|
+$527K
|
+8,076
|
+2%
|
|
|
156
|
AllGen Financial Advisors
Orlando,
Florida
|
$26.6M
|
+$303K
|
+4,652
|
+1%
|
|
|
157
|
Chatham Capital Group
Savannah,
Georgia
|
$26.6M
|
+$278K
|
+4,265
|
+1%
|
|
|
158
|
William Blair & Company
Chicago,
Illinois
|
$26.6M
|
+$4.83M
|
+74,000
|
+25%
|
|
|
159
|
Yeomans Consulting Group
Marietta,
Georgia
|
$26.5M
|
-$509K
|
-7,809
|
-2%
|
|
|
160
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$25.5M
|
–
|
–
|
–
|
|
|
161
|
Chemistry Wealth Management
New York
|
$25.3M
|
+$406K
|
+6,223
|
+2%
|
|
|
162
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$25M
|
-$90K
|
-1,380
|
-0.4%
|
|
|
163
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24.9M
|
+$16.9M
|
+259,801
|
+314%
|
|
|
164
|
James Investment Research
Alpha,
Ohio
|
$24.7M
|
-$1.18M
|
-18,059
|
-5%
|
|
|
165
|
Ascent Group
Virginia Beach,
Virginia
|
$24.7M
|
+$6.25M
|
+95,863
|
+39%
|
|
|
166
|
First American Trust
Santa Ana,
California
|
$24.6M
|
+$274K
|
+4,201
|
+1%
|
|
|
167
|
|
$24.5M
|
-$128K
|
-1,963
|
-0.6%
|
|
|
168
|
Parcion Private Wealth
Bellevue,
Washington
|
$24.5M
|
-$225K
|
-3,443
|
-1%
|
|
|
169
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.4M
|
+$1.84M
|
+28,133
|
+9%
|
|
|
170
|
First Foundation Advisors
Irvine,
California
|
$24.1M
|
-$1.46M
|
-22,318
|
-6%
|
|
|
171
|
Comerica Bank
Dallas,
Texas
|
$24.1M
|
+$2.47M
|
+37,802
|
+13%
|
|
|
172
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.9M
|
+$4.48M
|
+68,648
|
+26%
|
|
|
173
|
Sage Rhino Capital
Menlo Park,
California
|
$23.6M
|
+$198K
|
+3,031
|
+0.9%
|
|
|
174
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$23.2M
|
-$355K
|
-5,435
|
-2%
|
|
|
175
|
Quest Investment Management
Lake Oswego,
Oregon
|
$23.2M
|
+$27.7K
|
+425
|
+0.1%
|
|
