|
201
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$46M
|
+$1.21M
|
+16,206
|
+3%
|
|
|
202
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45.5M
|
-$1.79M
|
-23,878
|
-4%
|
|
|
203
|
William Blair & Company
Chicago,
Illinois
|
$45.2M
|
+$3M
|
+40,014
|
+7%
|
|
|
204
|
Colony Family Offices
Charlotte,
North Carolina
|
$44.6M
|
+$635K
|
+8,486
|
+2%
|
|
|
205
|
Klingman & Associates
New York
|
$44.2M
|
+$1.04M
|
+13,847
|
+3%
|
|
|
206
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$44M
|
+$1.84M
|
+24,610
|
+5%
|
|
|
207
|
AE Wealth Management
Topeka,
Kansas
|
$43.7M
|
+$29.1M
|
+389,240
|
+229%
|
|
|
208
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$43.4M
|
–
|
–
|
–
|
|
|
209
|
Aspiriant LLC
Los Angeles,
California
|
$43.2M
|
+$3.77M
|
+50,350
|
+10%
|
|
|
210
|
Victory Capital Management
San Antonio,
Texas
|
$43.1M
|
+$3.08M
|
+41,181
|
+8%
|
|
|
211
|
Disciplina Capital Management
Nashville,
Tennessee
|
$43M
|
+$32.9M
|
+439,747
|
+396%
|
|
|
212
|
Atria Investments
Charlotte,
North Carolina
|
$43M
|
-$1.54M
|
-20,589
|
-4%
|
|
|
213
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$42.8M
|
-$1.24M
|
-16,631
|
-3%
|
|
|
214
|
Waddell & Associates
Memphis,
Tennessee
|
$42.3M
|
+$1.19M
|
+15,837
|
+3%
|
|
|
215
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$42.1M
|
+$1.56M
|
+20,859
|
+4%
|
|
|
216
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$42.1M
|
+$1.07M
|
+14,298
|
+3%
|
|
|
217
|
Davenport & Co
Richmond,
Virginia
|
$42.1M
|
+$1.17M
|
+15,566
|
+3%
|
|
|
218
|
Bank of Hawaii
Honolulu,
Hawaii
|
$41.7M
|
+$121K
|
+1,611
|
+0.3%
|
|
|
219
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$41.5M
|
+$765K
|
+10,224
|
+2%
|
|
|
220
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$41M
|
-$939K
|
-12,540
|
-2%
|
|
|
221
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$40.9M
|
+$5.79M
|
+77,376
|
+17%
|
|
|
222
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$40.6M
|
-$767K
|
-10,243
|
-2%
|
|
|
223
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$40.1M
|
-$1.83M
|
-24,469
|
-5%
|
|
|
224
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$39.7M
|
-$183K
|
-2,439
|
-0.5%
|
|
|
225
|
Mercer Global Advisors
Denver,
Colorado
|
$39M
|
-$1.47M
|
-19,642
|
-4%
|
|
