|
176
|
Liquid Strategies
Atlanta,
Georgia
|
$14M
|
-$724K
|
-6,944
|
-5%
|
|
|
177
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$13.8M
|
+$5.35M
|
+51,334
|
+65%
|
|
|
178
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$13.7M
|
+$1.83M
|
+17,556
|
+16%
|
|
|
179
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.7M
|
-$514K
|
-4,928
|
-4%
|
|
|
180
|
Parsec Financial Management
Asheville,
North Carolina
|
$13.5M
|
+$1.88M
|
+18,077
|
+16%
|
|
|
181
|
Marshall Wace
London,
United Kingdom
|
$13.3M
|
+$12.9M
|
+123,400
|
+4,471%
|
|
|
182
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13.3M
|
-$559K
|
-5,367
|
-4%
|
|
|
183
|
HBC Financial Services
Seattle,
Washington
|
$13.3M
|
-$1.02M
|
-9,757
|
-7%
|
|
|
184
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.2M
|
-$552K
|
-5,299
|
-4%
|
|
|
185
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.1M
|
-$1.07M
|
-10,303
|
-8%
|
|
|
186
|
Fort Point Capital Partners
San Francisco,
California
|
$13.1M
|
+$930K
|
+8,924
|
+8%
|
|
|
187
|
Tiedemann Advisors
New York
|
$13M
|
+$4.51M
|
+43,272
|
+54%
|
|
|
188
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$12.8M
|
-$5.72M
|
-54,902
|
-31%
|
|
|
189
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.7M
|
+$619K
|
+5,936
|
+5%
|
|
|
190
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.5M
|
+$12.4M
|
+118,797
|
New
|
|
|
191
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$12.5M
|
+$849K
|
+8,150
|
+7%
|
|
|
192
|
Oakwell Private Wealth Management
Austin,
Texas
|
$12.4M
|
+$4.05M
|
+38,838
|
+50%
|
|
|
193
|
WesBanco Bank
Wheeling,
West Virginia
|
$12.2M
|
+$808K
|
+7,748
|
+7%
|
|
|
194
|
Vicus Capital
State College,
Pennsylvania
|
$11.8M
|
-$257K
|
-2,469
|
-2%
|
|
|
195
|
Slow Capital
Greenbrae,
California
|
$11.7M
|
-$938K
|
-8,997
|
-7%
|
|
|
196
|
PDS Planning
Dublin,
Ohio
|
$11.7M
|
+$4.31M
|
+41,334
|
+59%
|
|
|
197
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$11.7M
|
+$3.32M
|
+31,892
|
+40%
|
|
|
198
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.5M
|
+$6.4M
|
+61,365
|
+129%
|
|
|
199
|
Alesco Advisors
Pittsford,
New York
|
$11.4M
|
+$2.76M
|
+26,515
|
+32%
|
|
|
200
|
Caprin Asset Management
Henrico,
Virginia
|
$11.4M
|
-$4.59M
|
-44,064
|
-29%
|
|
