|
176
|
Constellation Investments
Montgomery,
Ohio
|
$59M
|
-$79.7M
|
-1,066,000
|
-58%
|
|
|
177
|
True Link Financial Advisors
San Francisco,
California
|
$58.8M
|
+$1.77M
|
+23,634
|
+3%
|
|
|
178
|
Cabot-Wellington
Boston,
Massachusetts
|
$58.8M
|
-$148K
|
-1,985
|
-0.3%
|
|
|
179
|
Callan Family Office
Radnor,
Pennsylvania
|
$57.4M
|
+$349K
|
+4,672
|
+0.6%
|
|
|
180
|
Legacy Edge Advisors
Syosset,
New York
|
$57.3M
|
+$617K
|
+8,256
|
+1%
|
|
|
181
|
Steward Partners Investment Advisory
New York
|
$57.2M
|
+$2.78M
|
+37,152
|
+5%
|
|
|
182
|
Axiom Investors
Greenwich,
Connecticut
|
$57.1M
|
+$25.5M
|
+341,500
|
+83%
|
|
|
183
|
Roth Financial Partners
Kingwood,
Texas
|
$57M
|
+$1.32M
|
+17,639
|
+2%
|
|
|
184
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$56.5M
|
-$2.36M
|
-31,601
|
-4%
|
|
|
185
|
Clearstead Advisors
Cleveland,
Ohio
|
$56M
|
-$332K
|
-4,434
|
-0.6%
|
|
|
186
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$55.9M
|
+$2.68M
|
+35,878
|
+3%
|
|
|
187
|
SVB Wealth
Boston,
Massachusetts
|
$55.8M
|
-$8.56M
|
-114,498
|
-13%
|
|
|
188
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$55.5M
|
-$117K
|
-1,570
|
-0.2%
|
|
|
189
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$54.6M
|
-$2.04M
|
-27,323
|
-4%
|
|
|
190
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$53.2M
|
+$622K
|
+8,316
|
+1%
|
|
|
191
|
Aspiriant LLC
Los Angeles,
California
|
$52.9M
|
+$7.7M
|
+102,920
|
+17%
|
|
|
192
|
Klingman & Associates
New York
|
$52.9M
|
+$3.19M
|
+42,625
|
+6%
|
|
|
193
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$51.8M
|
+$9.61M
|
+128,480
|
+23%
|
|
|
194
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$50.6M
|
-$10.3M
|
-137,326
|
-17%
|
|
|
195
|
Valeo Financial Advisors
Carmel,
Indiana
|
$49.1M
|
+$22.1M
|
+295,369
|
+47%
|
|
|
196
|
Kestra Advisory Services
Austin,
Texas
|
$48.6M
|
-$7.23M
|
-96,672
|
-13%
|
|
|
197
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$48.1M
|
+$47.5M
|
+635,306
|
New
|
|
|
198
|
William Blair & Company
Chicago,
Illinois
|
$48M
|
+$969K
|
+12,964
|
+2%
|
|
|
199
|
Principal Securities
Des Moines,
Iowa
|
$47.6M
|
+$49.4K
|
+660
|
+0.1%
|
|
|
200
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$47.3M
|
-$5.58M
|
-74,678
|
-11%
|
|
