|
126
|
XML Financial
Bethesda,
Maryland
|
$26.3M
|
-$1.12M
|
-3,474
|
-4%
|
|
|
127
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$26.3M
|
–
|
–
|
–
|
|
|
128
|
Kestra Advisory Services
Austin,
Texas
|
$25.8M
|
-$1.29M
|
-3,991
|
-5%
|
|
|
129
|
Allen Investment Management
New York
|
$25.6M
|
+$380K
|
+1,175
|
+1%
|
|
|
130
|
Stephens Inc
Little Rock,
Arkansas
|
$25M
|
+$478K
|
+1,477
|
+2%
|
|
|
131
|
Copperwynd Financial
Scottsdale,
Arizona
|
$24.8M
|
+$1.06M
|
+3,291
|
+4%
|
|
|
132
|
Opus Capital Group
Cincinnati,
Ohio
|
$24.7M
|
-$387K
|
-1,197
|
-1%
|
|
|
133
|
MAI Capital Management
Independence,
Ohio
|
$24.3M
|
+$45.3K
|
+140
|
+0.2%
|
|
|
134
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24M
|
-$120K
|
-371
|
-0.5%
|
|
|
135
|
Sachetta
Lynnfield,
Massachusetts
|
$23.8M
|
+$323
|
+1
|
+0%
|
|
|
136
|
William Blair & Company
Chicago,
Illinois
|
$23.7M
|
-$1.29M
|
-3,982
|
-5%
|
|
|
137
|
&Partners
Nashville,
Tennessee
|
$22.9M
|
+$15.8M
|
+48,975
|
+188%
|
|
|
138
|
Act Wealth Management
Plano,
Texas
|
$22.7M
|
-$326K
|
-1,009
|
-1%
|
|
|
139
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$22.3M
|
+$3.69M
|
+11,407
|
+19%
|
|
|
140
|
NorthRock Partners
Minneapolis,
Minnesota
|
$22.3M
|
-$512K
|
-1,583
|
-2%
|
|
|
141
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22.2M
|
-$101K
|
-313
|
-0.4%
|
|
|
142
|
Aspiriant LLC
Los Angeles,
California
|
$22M
|
+$866K
|
+2,679
|
+4%
|
|
|
143
|
BTC Capital Management
Des Moines,
Iowa
|
$21.6M
|
-$2.11M
|
-6,528
|
-8%
|
|
|
144
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.4M
|
+$3.5M
|
+10,826
|
+18%
|
|
|
145
|
Cresset Asset Management
Chicago,
Illinois
|
$21.2M
|
-$32K
|
-99
|
-0.1%
|
|
|
146
|
Clearstead Advisors
Cleveland,
Ohio
|
$21M
|
+$883K
|
+2,730
|
+4%
|
|
|
147
|
Modera Wealth Management
Westwood,
New Jersey
|
$21M
|
+$489K
|
+1,512
|
+2%
|
|
|
148
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.3M
|
+$4.47M
|
+13,837
|
+26%
|
|
|
149
|
Mission Wealth Management
Santa Barbara,
California
|
$20M
|
-$208K
|
-643
|
-1%
|
|
|
150
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$19.9M
|
-$1.11M
|
-3,425
|
-5%
|
|
