|
201
|
Aprio Wealth Management
Atlanta,
Georgia
|
$15.7M
|
+$15.4M
|
+293,203
|
+6,650%
|
|
|
202
|
Xponance
Philadelphia,
Pennsylvania
|
$15.4M
|
-$1.29M
|
-24,608
|
-8%
|
|
|
203
|
Mission Wealth Management
Santa Barbara,
California
|
$15.4M
|
+$1.46M
|
+27,842
|
+11%
|
|
|
204
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$15.4M
|
+$120K
|
+2,288
|
+0.8%
|
|
|
205
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$15.2M
|
-$261K
|
-4,977
|
-2%
|
|
|
206
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$15.1M
|
-$1.94M
|
-37,065
|
-11%
|
|
|
207
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$15M
|
-$223K
|
-4,253
|
-1%
|
|
|
208
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$14.9M
|
-$4.98K
|
-95
|
-0%
|
|
|
209
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$14.6M
|
-$623K
|
-11,886
|
-4%
|
|
|
210
|
McCutchen Group
Seattle,
Washington
|
$14.1M
|
+$54.3K
|
+1,036
|
+0.4%
|
|
|
211
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$14M
|
+$12.9M
|
+245,965
|
+1,235%
|
|
|
212
|
Neuberger Berman Group
New York
|
$13.9M
|
-$23.1M
|
-440,598
|
-63%
|
|
|
213
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$13.9M
|
+$2.98M
|
+56,901
|
+28%
|
|
|
214
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13.7M
|
+$12.1M
|
+230,683
|
+780%
|
|
|
215
|
MA Private Wealth
San Carlos,
California
|
$13.6M
|
-$20.1K
|
-384
|
-0.1%
|
|
|
216
|
Fidelity International
Hamilton,
Bermuda
|
$13.5M
|
-$359K
|
-6,846
|
-3%
|
|
|
217
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$13.4M
|
+$607K
|
+11,582
|
+5%
|
|
|
218
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$13.4M
|
–
|
–
|
–
|
|
|
219
|
Litman Gregory Wealth Management
Larkspur,
California
|
$13.1M
|
-$63.8K
|
-1,217
|
-0.5%
|
|
|
220
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.1M
|
+$961K
|
+18,325
|
+8%
|
|
|
221
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$12.9M
|
+$1.06M
|
+20,236
|
+9%
|
|
|
222
|
Prudential Financial
Newark,
New Jersey
|
$12.9M
|
-$379K
|
-7,227
|
-3%
|
|
|
223
|
Wealthspire Advisors (New York)
New York
|
$12.8M
|
+$14.8K
|
+282
|
+0.1%
|
|
|
224
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.8M
|
-$455K
|
-8,675
|
-3%
|
|
|
225
|
Rockefeller Capital Management
New York
|
$12.8M
|
+$421K
|
+8,039
|
+3%
|
|
