|
201
|
Wilshire Advisors
Santa Monica,
California
|
$42.6M
|
-$1.74M
|
-23,652
|
-4%
|
|
|
202
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$41.6M
|
+$5.55M
|
+75,422
|
+15%
|
|
|
203
|
Atria Investments
Charlotte,
North Carolina
|
$41.5M
|
+$1.78M
|
+24,171
|
+4%
|
|
|
204
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$41.1M
|
+$297K
|
+4,040
|
+0.7%
|
|
|
205
|
Colony Family Offices
Charlotte,
North Carolina
|
$40.9M
|
-$161K
|
-2,188
|
-0.4%
|
|
|
206
|
Regis Acquisition
Denver,
Colorado
|
$40.7M
|
-$988K
|
-13,423
|
-2%
|
|
|
207
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$40.3M
|
-$15.3M
|
-208,102
|
-27%
|
|
|
208
|
Klingman & Associates
New York
|
$40.1M
|
+$2.01M
|
+27,378
|
+5%
|
|
|
209
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$39.2M
|
+$418K
|
+5,678
|
+1%
|
|
|
210
|
William Blair & Company
Chicago,
Illinois
|
$39.1M
|
+$3.5M
|
+47,498
|
+10%
|
|
|
211
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$39.1M
|
-$494K
|
-6,710
|
-1%
|
|
|
212
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$39.1M
|
+$641K
|
+8,714
|
+2%
|
|
|
213
|
Bank of Hawaii
Honolulu,
Hawaii
|
$38.7M
|
+$342K
|
+4,642
|
+0.9%
|
|
|
214
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$38.6M
|
+$67.6K
|
+919
|
+0.2%
|
|
|
215
|
Cambridge Associates
Boston,
Massachusetts
|
$38.3M
|
+$5.06M
|
+68,703
|
+15%
|
|
|
216
|
Waddell & Associates
Memphis,
Tennessee
|
$38.2M
|
+$415K
|
+5,645
|
+1%
|
|
|
217
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$38.2M
|
+$7.37M
|
+100,122
|
+24%
|
|
|
218
|
Davenport & Co
Richmond,
Virginia
|
$38M
|
+$4.07M
|
+55,367
|
+12%
|
|
|
219
|
Mercer Global Advisors
Denver,
Colorado
|
$38M
|
-$3.7M
|
-50,238
|
-9%
|
|
|
220
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$37.9M
|
+$1.37M
|
+18,663
|
+4%
|
|
|
221
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$37.8M
|
+$32.1M
|
+436,839
|
+523%
|
|
|
222
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$37.7M
|
+$10.7M
|
+145,796
|
+39%
|
|
|
223
|
Steward Partners Investment Advisory
New York
|
$37.2M
|
+$294K
|
+3,993
|
+0.8%
|
|
|
224
|
Beacon Pointe Advisors
Newport Beach,
California
|
$37.2M
|
-$284K
|
-3,860
|
-0.7%
|
|
|
225
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$37.1M
|
-$2.23M
|
-30,280
|
-6%
|
|
