|
226
|
Claro Advisors
Boston,
Massachusetts
|
$23.8M
|
+$2.09M
|
+21,260
|
+10%
|
|
|
227
|
Congress Asset Management
Boston,
Massachusetts
|
$23.7M
|
+$19.4M
|
+197,736
|
+512%
|
|
|
228
|
SlateStone Wealth
Jupiter,
Florida
|
$23.7M
|
-$752K
|
-7,648
|
-3%
|
|
|
229
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$23.7M
|
-$37.4K
|
-380
|
-0.2%
|
|
|
230
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$23.7M
|
-$2.09M
|
-21,240
|
-8%
|
|
|
231
|
Atria Investments
Charlotte,
North Carolina
|
$23.5M
|
+$10.1M
|
+102,280
|
+77%
|
|
|
232
|
Legacy Edge Advisors
Syosset,
New York
|
$23.5M
|
-$5.83M
|
-59,240
|
-20%
|
|
|
233
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$23.3M
|
-$214K
|
-2,180
|
-0.9%
|
|
|
234
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$23.3M
|
+$304K
|
+3,088
|
+1%
|
|
|
235
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$23.2M
|
+$489K
|
+4,972
|
+2%
|
|
|
236
|
Fermata Advisors
Sonoma,
California
|
$23M
|
+$1.12M
|
+11,364
|
+5%
|
|
|
237
|
Freestone Capital Holdings
Seattle,
Washington
|
$22.9M
|
+$259K
|
+2,636
|
+1%
|
|
|
238
|
Ballentine Partners
Waltham,
Massachusetts
|
$22.9M
|
-$74.8K
|
-760
|
-0.3%
|
|
|
239
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$22.7M
|
+$462K
|
+4,700
|
+2%
|
|
|
240
|
Blodgett Wealth Advisors
Concord,
California
|
$22.6M
|
+$24K
|
+244
|
+0.1%
|
|
|
241
|
Evercore Wealth Management
New York
|
$22.6M
|
+$257K
|
+2,616
|
+1%
|
|
|
242
|
Callan Family Office
Radnor,
Pennsylvania
|
$22.4M
|
+$128K
|
+1,300
|
+0.6%
|
|
|
243
|
Montag & Associates
Atlanta,
Georgia
|
$22.3M
|
+$1.4M
|
+14,284
|
+7%
|
|
|
244
|
LWM Advisors
El Dorado Hills,
California
|
$21.8M
|
+$21.3M
|
+216,744
|
New
|
|
|
245
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$21.7M
|
-$79.1K
|
-804
|
-0.4%
|
|
|
246
|
Prospera Financial Services
Dallas,
Texas
|
$21.7M
|
+$14.6M
|
+148,132
|
+219%
|
|
|
247
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$21.7M
|
-$210K
|
-2,140
|
-1%
|
|
|
248
|
GHP Investment Advisors
Denver,
Colorado
|
$21.6M
|
-$301K
|
-3,064
|
-1%
|
|
|
249
|
Mather Group
Chicago,
Illinois
|
$21.1M
|
-$508K
|
-5,168
|
-2%
|
|
|
250
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$21.1M
|
-$8.19M
|
-83,260
|
-28%
|
|
