|
126
|
Coldstream Capital Management
Bellevue,
Washington
|
$20.2M
|
+$7.8M
|
+33,118
|
+66%
|
|
|
127
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$20M
|
-$282K
|
-1,196
|
-1%
|
|
|
128
|
Austin Private Wealth
Austin,
Texas
|
$19.7M
|
-$227K
|
-962
|
-1%
|
|
|
129
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$19.6M
|
-$1.27M
|
-5,379
|
-6%
|
|
|
130
|
AdvicePeriod
Los Angeles,
California
|
$19.6M
|
+$210K
|
+893
|
+1%
|
|
|
131
|
SG Americas Securities
New York
|
$19.5M
|
-$722K
|
-3,064
|
-4%
|
|
|
132
|
Aspiriant LLC
Los Angeles,
California
|
$19.1M
|
+$1.22M
|
+5,181
|
+7%
|
|
|
133
|
XML Financial
Bethesda,
Maryland
|
$19M
|
+$193K
|
+820
|
+1%
|
|
|
134
|
Centerpoint Advisors
Needham,
Massachusetts
|
$19M
|
+$256K
|
+1,086
|
+1%
|
|
|
135
|
Brown Financial Advisory
Fairhope,
Alabama
|
$18.8M
|
-$359K
|
-1,523
|
-2%
|
|
|
136
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18.5M
|
+$9.7M
|
+41,172
|
+102%
|
|
|
137
|
Raffa Wealth Management
Washington,
District of Columbia
|
$18.4M
|
–
|
–
|
–
|
|
|
138
|
BTC Capital Management
Des Moines,
Iowa
|
$18M
|
-$12.6M
|
-53,456
|
-42%
|
|
|
139
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.8M
|
-$537K
|
-2,278
|
-3%
|
|
|
140
|
|
$17.8M
|
+$2.42M
|
+10,273
|
+16%
|
|
|
141
|
Montag & Associates
Atlanta,
Georgia
|
$16.9M
|
-$1.1M
|
-4,660
|
-6%
|
|
|
142
|
Private Ocean
San Rafael,
California
|
$16.9M
|
-$80.8K
|
-343
|
-0.5%
|
|
|
143
|
WC Walker & Associates
Fullerton,
California
|
$16.8M
|
+$416K
|
+1,764
|
+3%
|
|
|
144
|
Mariner
Overland Park,
Kansas
|
$16.2M
|
-$8.25K
|
-35
|
-0.1%
|
|
|
145
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$16.1M
|
-$16.3K
|
-69
|
-0.1%
|
|
|
146
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$16.1M
|
-$825K
|
-3,500
|
-5%
|
|
|
147
|
Cetera Advisor Networks
El Segundo,
California
|
$16M
|
+$1.65M
|
+6,987
|
+12%
|
|
|
148
|
Hatton Consulting
Phoenix,
Arizona
|
$15.4M
|
+$1.54M
|
+6,533
|
+11%
|
|
|
149
|
Copperwynd Financial
Scottsdale,
Arizona
|
$15.4M
|
-$384K
|
-1,628
|
-3%
|
|
|
150
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.3M
|
-$62.2K
|
-264
|
-0.4%
|
|
