|
101
|
UMB Bank
Kansas City,
Missouri
|
$10M
|
+$149K
|
+1,555
|
+1%
|
|
|
102
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.98M
|
+$1.67M
|
+17,486
|
+19%
|
|
|
103
|
HUB Investment Partners
Austin,
Texas
|
$9.98M
|
+$32K
|
+335
|
+0.3%
|
|
|
104
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.69M
|
+$9.79M
|
+102,430
|
+2,777%
|
|
|
105
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$9.65M
|
-$80.1K
|
-838
|
-0.8%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$9.64M
|
-$111K
|
-1,162
|
-1%
|
|
|
107
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$9.26M
|
–
|
–
|
–
|
|
|
108
|
Curi RMB Capital
Chicago,
Illinois
|
$9.16M
|
-$9.75K
|
-102
|
-0.1%
|
|
|
109
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.07M
|
-$275K
|
-2,875
|
-3%
|
|
|
110
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$9.06M
|
+$410K
|
+4,289
|
+5%
|
|
|
111
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.06M
|
+$50.3M
|
+525,750
|
+616%
|
|
|
112
|
Wealthspire Advisors (New York)
New York
|
$8.97M
|
+$7.77M
|
+81,287
|
+481%
|
|
|
113
|
Chicago Wealth Management
Chicago,
Illinois
|
$8.52M
|
-$59.8K
|
-625
|
-0.7%
|
|
|
114
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.45M
|
+$357K
|
+3,732
|
+4%
|
|
|
115
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$8.41M
|
-$368K
|
-3,851
|
-4%
|
|
|
116
|
EP Wealth Advisors
Torrance,
California
|
$8.3M
|
+$7.87M
|
+82,343
|
+973%
|
|
|
117
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.04M
|
+$124K
|
+1,292
|
+1%
|
|
|
118
|
Occidental Asset Management
Burlingame,
California
|
$8.03M
|
+$1.85M
|
+19,311
|
+28%
|
|
|
119
|
Southern Capital Advisors
Jackson,
Tennessee
|
$7.93M
|
+$302K
|
+3,160
|
+4%
|
|
|
120
|
Waverly Advisors
Birmingham,
Alabama
|
$7.88M
|
-$999K
|
-10,451
|
-11%
|
|
|
121
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$7.48M
|
+$128K
|
+1,340
|
+2%
|
|
|
122
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.37M
|
-$2.17M
|
-22,668
|
-22%
|
|
|
123
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.16M
|
+$2.88M
|
+30,117
|
+62%
|
|
|
124
|
WestHill Financial Advisors
San Rafael,
California
|
$6.92M
|
+$79.8K
|
+835
|
+1%
|
|
|
125
|
Financial Management Professionals
Austin,
Texas
|
$6.7M
|
+$7.01M
|
+73,287
|
+99,036%
|
|
