|
151
|
SageView Advisory Group
Newport Beach,
California
|
$21.7M
|
-$15.3M
|
-146,372
|
Closed
|
|
|
152
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$21.5M
|
+$8.43M
|
+80,707
|
+69%
|
|
|
153
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.3M
|
-$778K
|
-7,445
|
-4%
|
|
|
154
|
Connectus Wealth
Cincinnati,
Ohio
|
$21.3M
|
-$1.4M
|
-13,439
|
-6%
|
|
|
155
|
Bear Mountain Capital
Seattle,
Washington
|
$21.1M
|
+$20.4M
|
+195,238
|
New
|
|
|
156
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$20.8M
|
+$4.24M
|
+40,616
|
+27%
|
|
|
157
|
Choreo LLC
Rockford,
Illinois
|
$20.6M
|
+$5.43M
|
+52,007
|
+38%
|
|
|
158
|
Citizens Financial Group
Providence,
Rhode Island
|
$20.6M
|
-$286K
|
-2,740
|
-1%
|
|
|
159
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$20.5M
|
-$570K
|
-5,455
|
-3%
|
|
|
160
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$20.2M
|
-$721K
|
-6,900
|
-4%
|
|
|
161
|
Alera Investment Advisors
Deerfield,
Illinois
|
$19.8M
|
+$17.4M
|
+166,471
|
+1,020%
|
|
|
162
|
Atria Wealth Solutions
New York
|
$19.8M
|
+$84.4K
|
+808
|
+0.4%
|
|
|
163
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$19.7M
|
-$607K
|
-5,811
|
-3%
|
|
|
164
|
|
$19.7M
|
+$1.55M
|
+14,878
|
+9%
|
|
|
165
|
TownSquare Capital
Provo,
Utah
|
$19.6M
|
+$316K
|
+3,023
|
+2%
|
|
|
166
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$19.5M
|
+$7.65M
|
+73,232
|
+69%
|
|
|
167
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$19.4M
|
-$1.42M
|
-13,634
|
-7%
|
|
|
168
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$19.4M
|
+$293K
|
+2,800
|
+2%
|
|
|
169
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$19.3M
|
+$18.6M
|
+178,081
|
New
|
|
|
170
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$19.2M
|
+$7.36M
|
+70,476
|
+66%
|
|
|
171
|
Perigon Wealth Management
San Francisco,
California
|
$18.9M
|
+$4.57M
|
+43,773
|
+33%
|
|
|
172
|
Ocean Park Asset Management
Santa Monica,
California
|
$18.7M
|
+$18.1M
|
+172,900
|
New
|
|
|
173
|
Williams Financial
North Bennington,
Vermont
|
$18.5M
|
-$1.72M
|
-16,471
|
-9%
|
|
|
174
|
Steward Partners Investment Advisory
New York
|
$18.5M
|
-$1M
|
-9,580
|
-5%
|
|
|
175
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$18.3M
|
-$2.09M
|
-19,971
|
-11%
|
|
