|
151
|
WMS Partners
Towson,
Maryland
|
$1.54M
|
–
|
–
|
–
|
|
|
152
|
Segment Wealth Management
Houston,
Texas
|
$1.53M
|
+$99.2K
|
+1,215
|
+7%
|
|
|
153
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.49M
|
-$153K
|
-1,870
|
-9%
|
|
|
154
|
HSBC Holdings
London,
United Kingdom
|
$1.48M
|
–
|
–
|
–
|
|
|
155
|
Seaview Investment Managers
Miami,
Florida
|
$1.47M
|
+$1.51M
|
+18,455
|
New
|
|
|
156
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.46M
|
–
|
–
|
–
|
|
|
157
|
Quantbot Technologies
New York
|
$1.43M
|
-$555K
|
-6,805
|
-27%
|
|
|
158
|
Brown Advisory
Baltimore,
Maryland
|
$1.41M
|
–
|
–
|
–
|
|
|
159
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$1.39M
|
+$1.42M
|
+17,400
|
New
|
|
|
160
|
Equitable Holdings
New York
|
$1.38M
|
+$103K
|
+1,260
|
+8%
|
|
|
161
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.37M
|
+$115K
|
+1,405
|
+9%
|
|
|
162
|
Fidelity Investments
Boston,
Massachusetts
|
$1.35M
|
-$89K
|
-1,090
|
-6%
|
|
|
163
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.35M
|
+$1.33M
|
+16,275
|
New
|
|
|
164
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.33M
|
+$101K
|
+1,240
|
+8%
|
|
|
165
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.32M
|
+$153K
|
+1,875
|
+13%
|
|
|
166
|
Parallel Advisors
San Francisco,
California
|
$1.32M
|
-$56.7K
|
-695
|
-4%
|
|
|
167
|
Legacy Wealth Planning
Reno,
Nevada
|
$1.3M
|
+$136K
|
+1,665
|
+11%
|
|
|
168
|
Belpointe Asset Management
Reno,
Nevada
|
$1.3M
|
+$520K
|
+6,370
|
+65%
|
|
|
169
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.29M
|
-$122K
|
-1,500
|
-8%
|
|
|
170
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.29M
|
-$20.4K
|
-250
|
-2%
|
|
|
171
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.29M
|
+$1.32M
|
+16,180
|
New
|
|
|
172
|
Pinnacle Associates
New York
|
$1.27M
|
+$4.08K
|
+50
|
+0.3%
|
|
|
173
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.27M
|
-$195K
|
-2,385
|
-13%
|
|
|
174
|
Chatham Capital Group
Savannah,
Georgia
|
$1.25M
|
+$40.8K
|
+500
|
+3%
|
|
|
175
|
William Blair & Company
Chicago,
Illinois
|
$1.24M
|
+$14.3K
|
+175
|
+1%
|
|
