|
126
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.6M
|
+$756K
|
+3,813
|
+3%
|
|
|
127
|
Lutz Financial Services
Omaha,
Nebraska
|
$22.6M
|
-$39.7K
|
-200
|
-0.2%
|
|
|
128
|
Quest Investment Management
Lake Oswego,
Oregon
|
$22.5M
|
–
|
–
|
–
|
|
|
129
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.5M
|
-$194K
|
-978
|
-0.8%
|
|
|
130
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$22.3M
|
+$3.23M
|
+16,296
|
+16%
|
|
|
131
|
DDFG Inc
Thousand Oaks,
California
|
$22.1M
|
-$196K
|
-988
|
-0.8%
|
|
|
132
|
MV Capital Management
Bethesda,
Maryland
|
$22M
|
-$831K
|
-4,190
|
-4%
|
|
|
133
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$21.7M
|
-$592K
|
-2,985
|
-3%
|
|
|
134
|
Arax Advisory Partners
Denver,
Colorado
|
$21.7M
|
-$326K
|
-1,642
|
-1%
|
|
|
135
|
KWMG LLC
Overland Park,
Kansas
|
$21.2M
|
-$140K
|
-705
|
-0.6%
|
|
|
136
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.2M
|
-$345K
|
-1,740
|
-2%
|
|
|
137
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$21.1M
|
+$399K
|
+2,010
|
+2%
|
|
|
138
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$21M
|
+$1.1M
|
+5,533
|
+5%
|
|
|
139
|
Allworth Financial
Folsom,
California
|
$20.7M
|
-$322K
|
-1,623
|
-2%
|
|
|
140
|
Waverly Advisors
Birmingham,
Alabama
|
$20.7M
|
+$3.18M
|
+16,017
|
+17%
|
|
|
141
|
JSF Financial
Los Angeles,
California
|
$20.7M
|
+$485K
|
+2,443
|
+2%
|
|
|
142
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$20.7M
|
-$920K
|
-4,636
|
-4%
|
|
|
143
|
TD Private Client Wealth
New York
|
$20.3M
|
+$1.21M
|
+6,093
|
+6%
|
|
|
144
|
Choreo LLC
Rockford,
Illinois
|
$19.8M
|
-$374K
|
-1,884
|
-2%
|
|
|
145
|
BOK Financial Private Wealth
Denver,
Colorado
|
$19.7M
|
-$675K
|
-3,401
|
-3%
|
|
|
146
|
Callan Family Office
Radnor,
Pennsylvania
|
$19.5M
|
+$2.17M
|
+10,940
|
+12%
|
|
|
147
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.5M
|
-$1.13M
|
-5,681
|
-5%
|
|
|
148
|
GHP Investment Advisors
Denver,
Colorado
|
$19.1M
|
-$204K
|
-1,028
|
-1%
|
|
|
149
|
IEQ Capital
Foster City,
California
|
$19.1M
|
+$9.03M
|
+45,525
|
+84%
|
|
|
150
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$18.8M
|
-$520K
|
-2,622
|
-3%
|
|
