|
176
|
Wealthspire Advisors (New York)
New York
|
$12.1M
|
+$641K
|
+4,432
|
+6%
|
|
|
177
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$11.8M
|
+$5.16M
|
+35,671
|
+85%
|
|
|
178
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$11.7M
|
+$1.15M
|
+7,954
|
+11%
|
|
|
179
|
|
$11.7M
|
+$6.02M
|
+41,621
|
+118%
|
|
|
180
|
Linscomb Wealth
Houston,
Texas
|
$11.5M
|
+$368K
|
+2,547
|
+3%
|
|
|
181
|
Tiedemann Advisors
New York
|
$11.4M
|
+$44.7K
|
+309
|
+0.4%
|
|
|
182
|
Investment Partners
New Philadelphia,
Ohio
|
$11.4M
|
+$39.5K
|
+273
|
+0.4%
|
|
|
183
|
Prism Advisors
Studio City,
California
|
$11.4M
|
–
|
–
|
–
|
|
|
184
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.2M
|
+$6.24M
|
+43,127
|
+139%
|
|
|
185
|
Goldstein Munger & Associates
San Ramon,
California
|
$11.1M
|
-$200K
|
-1,381
|
-2%
|
|
|
186
|
Independent Family Office
Albany,
New York
|
$10.9M
|
+$122K
|
+844
|
+1%
|
|
|
187
|
TD Private Client Wealth
New York
|
$10.9M
|
-$5.37M
|
-37,140
|
-34%
|
|
|
188
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10.8M
|
+$504K
|
+3,486
|
+5%
|
|
|
189
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$10.8M
|
-$7.72M
|
-53,333
|
-43%
|
|
|
190
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.8M
|
-$781K
|
-5,395
|
-7%
|
|
|
191
|
First Horizon Advisors
Memphis,
Tennessee
|
$10.4M
|
+$232K
|
+1,601
|
+2%
|
|
|
192
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.3M
|
-$66.4K
|
-459
|
-0.7%
|
|
|
193
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10.3M
|
-$14.9K
|
-103
|
-0.2%
|
|
|
194
|
EP Wealth Advisors
Torrance,
California
|
$10.3M
|
-$618K
|
-4,271
|
-6%
|
|
|
195
|
Affiance Financial
St. Louis Park,
Minnesota
|
$10.2M
|
+$9.68M
|
+66,936
|
+10,492%
|
|
|
196
|
UMB Bank
Kansas City,
Missouri
|
$10.2M
|
+$1.56M
|
+10,781
|
+19%
|
|
|
197
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$10.2M
|
+$1.21M
|
+8,360
|
+14%
|
|
|
198
|
NWAM LLC
Mercer Island,
Washington
|
$10.2M
|
+$2.16M
|
+14,939
|
+29%
|
|
|
199
|
Cutler Group
San Francisco,
California
|
$10.1M
|
+$6.25M
|
+43,200
|
+184%
|
|
|
200
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.88M
|
-$1.78M
|
-12,298
|
-16%
|
|
