|
126
|
3EDGE Asset Management
Naples,
Florida
|
$15.4M
|
+$15.2M
|
+187,229
|
New
|
|
|
127
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
+$3.26M
|
+40,094
|
+27%
|
|
|
128
|
HTLF Bank
Denver,
Colorado
|
$15.3M
|
+$15.2M
|
+186,610
|
New
|
|
|
129
|
SouthState Corp
Winter Haven,
Florida
|
$14.6M
|
-$4.47M
|
-54,989
|
-24%
|
|
|
130
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$14.5M
|
-$3.77M
|
-46,372
|
-21%
|
|
|
131
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.5M
|
+$2.17M
|
+26,637
|
+18%
|
|
|
132
|
TownSquare Capital
Provo,
Utah
|
$14.3M
|
-$22.1M
|
-272,126
|
-61%
|
|
|
133
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$14.2M
|
+$5.08M
|
+62,500
|
+56%
|
|
|
134
|
Mercer Global Advisors
Denver,
Colorado
|
$14.1M
|
-$3.48M
|
-42,845
|
-20%
|
|
|
135
|
Ballast Inc
Lexington,
Kentucky
|
$14.1M
|
+$187K
|
+2,302
|
+1%
|
|
|
136
|
Executive Wealth Management
Brighton,
Michigan
|
$13.4M
|
-$349K
|
-4,294
|
-3%
|
|
|
137
|
Guggenheim Capital
Chicago,
Illinois
|
$13.4M
|
+$1.24M
|
+15,207
|
+10%
|
|
|
138
|
Acorns Advisers
Irvine,
California
|
$13.3M
|
+$796K
|
+9,797
|
+6%
|
|
|
139
|
James Investment Research
Alpha,
Ohio
|
$12.7M
|
-$1.46M
|
-17,907
|
-10%
|
|
|
140
|
Atria Wealth Solutions
New York
|
$12.7M
|
+$3.56M
|
+43,808
|
+40%
|
|
|
141
|
Starfox Financial Services
The Woodlands,
Texas
|
$12.5M
|
+$1.13M
|
+13,949
|
+10%
|
|
|
142
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$12.5M
|
-$992K
|
-12,210
|
-7%
|
|
|
143
|
Fisher Asset Management
Camas,
Washington
|
$12.2M
|
+$1.03M
|
+12,719
|
+9%
|
|
|
144
|
Angeles Wealth Management
Santa Monica,
California
|
$12.2M
|
+$181K
|
+2,230
|
+2%
|
|
|
145
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.1M
|
-$790K
|
-9,724
|
-6%
|
|
|
146
|
Waverly Advisors
Birmingham,
Alabama
|
$12.1M
|
+$8.85M
|
+108,911
|
+282%
|
|
|
147
|
Oppenheimer & Co
New York
|
$12M
|
-$1.38M
|
-16,982
|
-10%
|
|
|
148
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.9M
|
+$1.35M
|
+16,620
|
+13%
|
|
|
149
|
Bartlett & Co
Cincinnati,
Ohio
|
$11.9M
|
+$11.7M
|
+143,350
|
+7,889%
|
|
|
150
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.9M
|
+$11.7M
|
+143,350
|
+7,889%
|
|
