|
151
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$14.1M
|
+$974K
|
+37,134
|
+7%
|
|
|
152
|
Ashford Advisors
Pittsford,
New York
|
$14M
|
-$1.25M
|
-47,570
|
-8%
|
|
|
153
|
Compass Advisory Group
Melville,
New York
|
$14M
|
-$36M
|
-1,373,538
|
-71%
|
|
|
154
|
Stifel Financial
St. Louis,
Missouri
|
$14M
|
+$101K
|
+3,858
|
+0.7%
|
|
|
155
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.7M
|
-$439K
|
-16,728
|
-3%
|
|
|
156
|
Opes Wealth Management
Menlo Park,
California
|
$13.5M
|
-$431K
|
-16,432
|
-3%
|
|
|
157
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$13.4M
|
-$217K
|
-8,262
|
-2%
|
|
|
158
|
TPG Advisors
Northfield,
Illinois
|
$13.3M
|
+$323K
|
+12,317
|
+2%
|
|
|
159
|
Passive Capital Management
Baltimore,
Maryland
|
$13.3M
|
+$39K
|
+1,487
|
+0.3%
|
|
|
160
|
SigFig Wealth Management
San Francisco,
California
|
$13.1M
|
+$199K
|
+7,582
|
+1%
|
|
|
161
|
Leavell Investment Management
Mobile,
Alabama
|
$13M
|
+$132K
|
+5,014
|
+1%
|
|
|
162
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$12.7M
|
+$449K
|
+17,106
|
+3%
|
|
|
163
|
True North Advisors
Dallas,
Texas
|
$12.7M
|
-$2.38M
|
-90,542
|
-15%
|
|
|
164
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.4M
|
-$321K
|
-12,252
|
-2%
|
|
|
165
|
Weinberger Asset Management
Los Angeles,
California
|
$12.3M
|
+$165K
|
+6,290
|
+1%
|
|
|
166
|
Spinnaker Investment Group
Newport Beach,
California
|
$12.2M
|
-$1.26M
|
-48,031
|
-9%
|
|
|
167
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.2M
|
+$167K
|
+6,366
|
+1%
|
|
|
168
|
Wealthspire Advisors (New York)
New York
|
$12.1M
|
-$532K
|
-20,290
|
-4%
|
|
|
169
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$11.9M
|
-$29.3K
|
-1,118
|
-0.2%
|
|
|
170
|
Meridian Wealth Management
Lexington,
Kentucky
|
$11.8M
|
+$94.3K
|
+3,594
|
+0.8%
|
|
|
171
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.8M
|
-$562K
|
-21,422
|
-4%
|
|
|
172
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.8M
|
+$30.1K
|
+1,149
|
+0.2%
|
|
|
173
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$11.6M
|
+$11.2K
|
+428
|
+0.1%
|
|
|
174
|
Summit Trail Advisors
New York
|
$11.4M
|
-$2.85M
|
-108,727
|
-19%
|
|
|
175
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$11.3M
|
-$3.64M
|
-138,537
|
-24%
|
|
