|
176
|
Evercore Wealth Management
New York
|
$13.9M
|
+$381K
|
+1,557
|
+3%
|
|
|
177
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.9M
|
+$1.81M
|
+7,400
|
+16%
|
|
|
178
|
Tortoise Investment Management
White Plains,
New York
|
$13.3M
|
-$166K
|
-678
|
-1%
|
|
|
179
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.1M
|
-$3.17M
|
-12,930
|
-21%
|
|
|
180
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$12.9M
|
-$5.34M
|
-21,819
|
-31%
|
|
|
181
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.9M
|
–
|
–
|
–
|
|
|
182
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.7M
|
+$5.85M
|
+23,902
|
+98%
|
|
|
183
|
Glassman Wealth Services
Vienna,
Virginia
|
$12.5M
|
-$215K
|
-878
|
-2%
|
|
|
184
|
Curi RMB Capital
Chicago,
Illinois
|
$12.2M
|
+$81.5K
|
+333
|
+0.7%
|
|
|
185
|
ML&R Wealth Management
Austin,
Texas
|
$12.1M
|
+$62.7K
|
+256
|
+0.6%
|
|
|
186
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$12.1M
|
+$932K
|
+3,806
|
+9%
|
|
|
187
|
Rice Partnership
Honolulu,
Hawaii
|
$11.8M
|
-$233K
|
-951
|
-2%
|
|
|
188
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$11.8M
|
+$629K
|
+2,567
|
+6%
|
|
|
189
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.8M
|
-$39.9K
|
-163
|
-0.4%
|
|
|
190
|
|
$11.7M
|
+$10.9M
|
+44,627
|
New
|
|
|
191
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
-$212K
|
-864
|
-2%
|
|
|
192
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.6M
|
+$4.13M
|
+16,879
|
+62%
|
|
|
193
|
Glenview Trust
Louisville,
Kentucky
|
$11.5M
|
+$331K
|
+1,350
|
+3%
|
|
|
194
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.2M
|
-$31.6K
|
-129
|
-0.3%
|
|
|
195
|
Latigo Investments
Fort Lauderdale,
Florida
|
$11.2M
|
–
|
–
|
–
|
|
|
196
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11M
|
-$400K
|
-1,632
|
-4%
|
|
|
197
|
InterOcean Capital Group
Nashville,
Tennessee
|
$10.9M
|
-$41.4K
|
-169
|
-0.4%
|
|
|
198
|
Wealthspire Advisors (New York)
New York
|
$10.8M
|
-$473K
|
-1,932
|
-4%
|
|
|
199
|
Jump Financial
Chicago,
Illinois
|
$10.8M
|
+$10M
|
+41,032
|
New
|
|
|
200
|
Oxford Financial Group
Carmel,
Indiana
|
$10.7M
|
-$108K
|
-441
|
-1%
|
|
