|
201
|
Wealthspire Advisors (New York)
New York
|
$16.7M
|
-$644K
|
-2,939
|
-4%
|
|
|
202
|
Montag & Associates
Atlanta,
Georgia
|
$16.5M
|
+$86.7K
|
+396
|
+0.5%
|
|
|
203
|
Apella Capital
West Hartford,
Connecticut
|
$16.4M
|
+$118K
|
+539
|
+0.8%
|
|
|
204
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$16.4M
|
+$12.5M
|
+57,055
|
+292%
|
|
|
205
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16M
|
-$1.31M
|
-6,001
|
-7%
|
|
|
206
|
TCW Group
Los Angeles,
California
|
$15.9M
|
-$4.79M
|
-21,854
|
-23%
|
|
|
207
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$15.9M
|
+$348K
|
+1,588
|
+2%
|
|
|
208
|
Ballast Inc
Lexington,
Kentucky
|
$15.9M
|
+$703K
|
+3,209
|
+5%
|
|
|
209
|
Willis Johnson & Associates
Houston,
Texas
|
$15.8M
|
-$187K
|
-854
|
-1%
|
|
|
210
|
Ascent Group
Virginia Beach,
Virginia
|
$15.8M
|
-$377K
|
-1,722
|
-2%
|
|
|
211
|
West Bancorporation
West Des Moines,
Iowa
|
$15.6M
|
+$1.37M
|
+6,274
|
+9%
|
|
|
212
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$15.6M
|
+$7.26M
|
+33,161
|
+84%
|
|
|
213
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$15.5M
|
+$28.3K
|
+129
|
+0.2%
|
|
|
214
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$15.4M
|
+$354K
|
+1,617
|
+2%
|
|
|
215
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.3M
|
+$4.44M
|
+20,275
|
+40%
|
|
|
216
|
Newport Capital Group
Red Bank,
New Jersey
|
$15.2M
|
-$28.3K
|
-129
|
-0.2%
|
|
|
217
|
Callan Family Office
Radnor,
Pennsylvania
|
$14.8M
|
-$34.6M
|
-157,939
|
-69%
|
|
|
218
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.8M
|
-$6.14M
|
-28,033
|
-29%
|
|
|
219
|
Berman McAleer
Timonium,
Maryland
|
$14.6M
|
-$333K
|
-1,520
|
-2%
|
|
|
220
|
Sonata Capital Group
Seattle,
Washington
|
$14.2M
|
+$75.6K
|
+345
|
+0.5%
|
|
|
221
|
|
$13.9M
|
+$7.77M
|
+35,474
|
+120%
|
|
|
222
|
Jefferies Financial Group
New York
|
$13.9M
|
+$2.36M
|
+10,790
|
+20%
|
|
|
223
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$13.7M
|
+$786K
|
+3,590
|
+6%
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$13.6M
|
+$6.12M
|
+27,934
|
+79%
|
|
|
225
|
Private Advisory Group
Redmond,
Washington
|
$13.2M
|
+$13.5M
|
+61,674
|
New
|
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