|
226
|
Calamos Wealth Management
Naperville,
Illinois
|
$143M
|
+$19.5M
|
+39,000
|
+17%
|
|
|
227
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$143M
|
+$1.86M
|
+3,722
|
+1%
|
|
|
228
|
Modera Wealth Management
Westwood,
New Jersey
|
$140M
|
-$943K
|
-1,884
|
-0.7%
|
|
|
229
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$140M
|
+$28.3M
|
+56,641
|
+27%
|
|
|
230
|
True Link Financial Advisors
San Francisco,
California
|
$140M
|
+$11M
|
+21,997
|
+9%
|
|
|
231
|
Element Pointe Advisors
Miami,
Florida
|
$139M
|
+$46.7M
|
+93,349
|
+54%
|
|
|
232
|
26North Partners
New York
|
$131M
|
+$97.1K
|
+194
|
+0.1%
|
|
|
233
|
Monashee Investment Management
Boston,
Massachusetts
|
$130M
|
-$801K
|
-1,600
|
-0.6%
|
|
|
234
|
SFMG Wealth Advisors
Plano,
Texas
|
$130M
|
-$749K
|
-1,496
|
-0.6%
|
|
|
235
|
Grimes & Company
Westborough,
Massachusetts
|
$129M
|
-$2.47M
|
-4,934
|
-2%
|
|
|
236
|
Bank of Hawaii
Honolulu,
Hawaii
|
$127M
|
-$6.18M
|
-12,357
|
-5%
|
|
|
237
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$126M
|
–
|
–
|
–
|
|
|
238
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$125M
|
-$412M
|
-823,100
|
-78%
|
|
|
239
|
Icon Wealth Advisors
Houston,
Texas
|
$125M
|
-$21.6M
|
-43,230
|
-15%
|
|
|
240
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$124M
|
+$4.06M
|
+8,113
|
+4%
|
|
|
241
|
Lee Financial
Dallas,
Texas
|
$123M
|
+$8.12M
|
+16,224
|
+7%
|
|
|
242
|
Commerce Bank
Kansas City,
Missouri
|
$122M
|
+$1.63M
|
+3,266
|
+1%
|
|
|
243
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$122M
|
+$7.5M
|
+14,985
|
+7%
|
|
|
244
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$122M
|
+$2.11M
|
+4,222
|
+2%
|
|
|
245
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$122M
|
-$6.53M
|
-13,053
|
-5%
|
|
|
246
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$121M
|
-$5.23M
|
-10,448
|
-4%
|
|
|
247
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$120M
|
+$590K
|
+1,180
|
+0.5%
|
|
|
248
|
Merit Financial Group
Alpharetta,
Georgia
|
$120M
|
+$22.8M
|
+45,607
|
+24%
|
|
|
249
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$120M
|
-$2.01M
|
-4,009
|
-2%
|
|
|
250
|
SVB Wealth
Boston,
Massachusetts
|
$119M
|
+$7.28M
|
+14,542
|
+7%
|
|
