|
176
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$63.6M
|
+$4.7M
|
+59,192
|
+5%
|
|
|
177
|
Clearstead Advisors
Cleveland,
Ohio
|
$63.5M
|
+$1.6M
|
+20,199
|
+3%
|
|
|
178
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$63.1M
|
-$15.9M
|
-200,878
|
-21%
|
|
|
179
|
Cabot-Wellington
Boston,
Massachusetts
|
$63M
|
-$1.8M
|
-22,741
|
-3%
|
|
|
180
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$62.7M
|
-$47.7M
|
-601,300
|
-44%
|
|
|
181
|
Roth Financial Partners
Kingwood,
Texas
|
$62.5M
|
-$386K
|
-4,866
|
-0.6%
|
|
|
182
|
Klingman & Associates
New York
|
$62.2M
|
+$3.72M
|
+46,822
|
+7%
|
|
|
183
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$61M
|
-$282K
|
-3,551
|
-0.5%
|
|
|
184
|
Miracle Mile Advisors
Los Angeles,
California
|
$60.7M
|
+$14.9M
|
+188,064
|
+35%
|
|
|
185
|
Colony Family Offices
Charlotte,
North Carolina
|
$60.3M
|
+$11.5M
|
+145,160
|
+25%
|
|
|
186
|
Merit Financial Group
Alpharetta,
Georgia
|
$58.2M
|
-$17.3M
|
-217,890
|
-24%
|
|
|
187
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$57.1M
|
–
|
–
|
–
|
|
|
188
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$57M
|
-$12.5M
|
-156,944
|
-19%
|
|
|
189
|
Valeo Financial Advisors
Carmel,
Indiana
|
$56.9M
|
+$3.56M
|
+44,884
|
+5%
|
|
|
190
|
Kestra Advisory Services
Austin,
Texas
|
$56.6M
|
+$2.77M
|
+34,915
|
+5%
|
|
|
191
|
Disciplina Capital Management
Nashville,
Tennessee
|
$56M
|
+$9.07M
|
+114,220
|
+21%
|
|
|
192
|
William Blair & Company
Chicago,
Illinois
|
$56M
|
+$2.85M
|
+35,972
|
+6%
|
|
|
193
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$55.5M
|
+$2.3M
|
+29,012
|
+5%
|
|
|
194
|
Parkside Investments
Deerfield,
Illinois
|
$54M
|
+$13.2M
|
+166,890
|
+35%
|
|
|
195
|
Davenport & Co
Richmond,
Virginia
|
$53.7M
|
+$2.85M
|
+35,971
|
+6%
|
|
|
196
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$53.3M
|
+$1.03M
|
+12,930
|
+2%
|
|
|
197
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$53M
|
+$2.17M
|
+27,386
|
+5%
|
|
|
198
|
Atria Investments
Charlotte,
North Carolina
|
$52.1M
|
+$1.71M
|
+21,577
|
+4%
|
|
|
199
|
Midwest Trust
Overland Park,
Kansas
|
$52M
|
+$49.4M
|
+622,596
|
New
|
|
|
200
|
Principal Securities
Des Moines,
Iowa
|
$50.7M
|
-$5.47M
|
-68,933
|
-10%
|
|
