|
201
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$13.7M
|
+$3.74M
|
+83,916
|
+41%
|
|
|
202
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$13.7M
|
-$1.47M
|
-32,896
|
-10%
|
|
|
203
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.4M
|
-$3M
|
-67,164
|
-19%
|
|
|
204
|
Chai Trust Company
Chicago,
Illinois
|
$13.4M
|
+$2.09M
|
+46,727
|
+20%
|
|
|
205
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$13.4M
|
+$1.17M
|
+26,175
|
+10%
|
|
|
206
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$13.1M
|
+$2.84M
|
+63,542
|
+30%
|
|
|
207
|
Wolverine Trading
Chicago,
Illinois
|
$13.1M
|
+$3.9M
|
+87,493
|
+47%
|
|
|
208
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.8M
|
-$3.42M
|
-76,599
|
-24%
|
|
|
209
|
McCutchen Group
Seattle,
Washington
|
$12.6M
|
-$54K
|
-1,209
|
-0.5%
|
|
|
210
|
Mission Wealth Management
Santa Barbara,
California
|
$12.6M
|
+$3.83M
|
+85,857
|
+48%
|
|
|
211
|
Fidelity International
Hamilton,
Bermuda
|
$12.5M
|
-$1.52M
|
-34,008
|
-11%
|
|
|
212
|
BOK Financial Private Wealth
Denver,
Colorado
|
$12.4M
|
-$2.1M
|
-47,032
|
-15%
|
|
|
213
|
InterOcean Capital
Chicago,
Illinois
|
$12.4M
|
-$1.12M
|
-25,027
|
-9%
|
|
|
214
|
MA Private Wealth
San Carlos,
California
|
$12.3M
|
-$945K
|
-21,184
|
-8%
|
|
|
215
|
Atria Investments
Charlotte,
North Carolina
|
$12.1M
|
-$10.4M
|
-233,063
|
-48%
|
|
|
216
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12M
|
+$1.35M
|
+30,348
|
+14%
|
|
|
217
|
Miracle Mile Advisors
Los Angeles,
California
|
$12M
|
-$155K
|
-3,483
|
-1%
|
|
|
218
|
Prudential Financial
Newark,
New Jersey
|
$11.9M
|
+$412K
|
+9,227
|
+4%
|
|
|
219
|
Litman Gregory Wealth Management
Larkspur,
California
|
$11.9M
|
+$1.05M
|
+23,535
|
+10%
|
|
|
220
|
Columbus Macro
New Castle,
Pennsylvania
|
$11.9M
|
+$2.42M
|
+54,208
|
+28%
|
|
|
221
|
William Blair & Company
Chicago,
Illinois
|
$11.8M
|
-$5.78M
|
-129,535
|
-34%
|
|
|
222
|
Marcum Wealth
Cleveland,
Ohio
|
$11.6M
|
-$2.98M
|
-66,706
|
-22%
|
|
|
223
|
Wealthspire Advisors (New York)
New York
|
$11.5M
|
+$3.38M
|
+75,656
|
+45%
|
|
|
224
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$11.5M
|
+$10.8M
|
+241,936
|
New
|
|
|
225
|
Vicus Capital
State College,
Pennsylvania
|
$11.5M
|
-$762K
|
-17,071
|
-7%
|
|
