|
176
|
True Link Financial Advisors
San Francisco,
California
|
$53M
|
+$6.93M
|
+93,924
|
+14%
|
|
|
177
|
Callan Family Office
Radnor,
Pennsylvania
|
$53M
|
-$1.33M
|
-18,034
|
-2%
|
|
|
178
|
Legacy Edge Advisors
Syosset,
New York
|
$52.7M
|
+$2.52M
|
+34,223
|
+5%
|
|
|
179
|
49 Wealth Management
Austin,
Texas
|
$52.7M
|
+$9M
|
+122,018
|
+19%
|
|
|
180
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$52.7M
|
-$2.28M
|
-30,880
|
-4%
|
|
|
181
|
Clearstead Advisors
Cleveland,
Ohio
|
$52.4M
|
+$1.44M
|
+19,491
|
+3%
|
|
|
182
|
Kestra Advisory Services
Austin,
Texas
|
$51.9M
|
+$3.11M
|
+42,124
|
+6%
|
|
|
183
|
Compton Financial Group
Towson,
Maryland
|
$51.9M
|
+$3.33M
|
+45,097
|
+6%
|
|
|
184
|
Roth Financial Partners
Kingwood,
Texas
|
$51.7M
|
+$3.79M
|
+51,370
|
+8%
|
|
|
185
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$51.7M
|
+$1.72M
|
+23,347
|
+3%
|
|
|
186
|
Steward Partners Investment Advisory
New York
|
$50.5M
|
+$2.23M
|
+30,214
|
+4%
|
|
|
187
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$50M
|
–
|
–
|
–
|
|
|
188
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$49.2M
|
+$147K
|
+1,992
|
+0.3%
|
|
|
189
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$48.9M
|
+$4.72M
|
+64,002
|
+10%
|
|
|
190
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$48.8M
|
+$5.18M
|
+70,234
|
+11%
|
|
|
191
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$48.4M
|
+$46.5M
|
+630,428
|
+117%
|
|
|
192
|
Investure LLC
Charlottesville,
Virginia
|
$48.4M
|
+$22.1M
|
+300,048
|
+77%
|
|
|
193
|
Cambridge Associates
Boston,
Massachusetts
|
$48.3M
|
+$2.81M
|
+38,078
|
+6%
|
|
|
194
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$48.3M
|
+$128K
|
+1,730
|
+0.3%
|
|
|
195
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$47.8M
|
+$4.47M
|
+60,650
|
+10%
|
|
|
196
|
Makena Capital Management
Menlo Park,
California
|
$47.7M
|
+$50M
|
+677,930
|
New
|
|
|
197
|
Principal Securities
Des Moines,
Iowa
|
$47.5M
|
-$58.8M
|
-797,669
|
-54%
|
|
|
198
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$47.4M
|
+$317K
|
+4,293
|
+0.7%
|
|
|
199
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$46.9M
|
–
|
–
|
–
|
|
|
200
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$46.9M
|
-$8.71M
|
-118,000
|
-15%
|
|
