|
226
|
Kopp Family Office
Bloomington,
Minnesota
|
$18.2M
|
+$4.94M
|
+75,000
|
+38%
|
|
|
227
|
|
$18.2M
|
+$802K
|
+12,176
|
+5%
|
|
|
228
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$18.1M
|
-$139K
|
-2,105
|
-0.8%
|
|
|
229
|
Allworth Financial
Folsom,
California
|
$18.1M
|
-$17.5K
|
-266
|
-0.1%
|
|
|
230
|
Citizens Business Bank
Ontario,
California
|
$17.8M
|
-$2.21M
|
-33,565
|
-11%
|
|
|
231
|
Insight Wealth Strategies
San Ramon,
California
|
$17.8M
|
-$1.74M
|
-26,401
|
-9%
|
|
|
232
|
Cetera Advisor Networks
El Segundo,
California
|
$17.7M
|
+$4.16M
|
+63,176
|
+32%
|
|
|
233
|
Wealthspire Advisors (New York)
New York
|
$17.6M
|
-$773K
|
-11,729
|
-4%
|
|
|
234
|
MTC Wealth Management
Tampa,
Florida
|
$17.5M
|
+$1.44M
|
+21,781
|
+9%
|
|
|
235
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$17.4M
|
+$573K
|
+8,697
|
+3%
|
|
|
236
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.3M
|
+$9.08M
|
+137,862
|
+115%
|
|
|
237
|
SVB Wealth
Boston,
Massachusetts
|
$17.1M
|
+$1.23M
|
+18,686
|
+8%
|
|
|
238
|
Smith Anglin Financial
Dallas,
Texas
|
$17.1M
|
+$1.6M
|
+24,327
|
+11%
|
|
|
239
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16.7M
|
+$1.03M
|
+15,581
|
+7%
|
|
|
240
|
Daniels + Tansey
Wilmington,
Delaware
|
$16.6M
|
+$1.1M
|
+16,703
|
+7%
|
|
|
241
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$16.5M
|
+$4.02K
|
+61
|
+0%
|
|
|
242
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16.5M
|
+$3.72M
|
+56,532
|
+30%
|
|
|
243
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.5M
|
-$502K
|
-7,615
|
-3%
|
|
|
244
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$16.4M
|
+$172K
|
+2,614
|
+1%
|
|
|
245
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$16.4M
|
+$1.23M
|
+18,616
|
+8%
|
|
|
246
|
Axiom Investors
Greenwich,
Connecticut
|
$16.1M
|
+$221K
|
+3,350
|
+1%
|
|
|
247
|
Chicago Wealth Management
Chicago,
Illinois
|
$16M
|
+$552K
|
+8,384
|
+4%
|
|
|
248
|
Highland Private Wealth Management
Bellevue,
Washington
|
$16M
|
+$918K
|
+13,936
|
+6%
|
|
|
249
|
Pathstone Family Office
Englewood,
New Jersey
|
$15.9M
|
-$2.47M
|
-37,537
|
-14%
|
|
|
250
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.8M
|
+$1.14M
|
+17,320
|
+8%
|
|
