|
251
|
Vivaldi Capital Management
Chicago,
Illinois
|
$23.4M
|
+$2.81M
|
+37,291
|
+14%
|
|
|
252
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$23.4M
|
-$730K
|
-9,673
|
-3%
|
|
|
253
|
IFG Advisory
Atlanta,
Georgia
|
$23.3M
|
-$295K
|
-3,905
|
-1%
|
|
|
254
|
Segment Wealth Management
Houston,
Texas
|
$23.2M
|
+$20.5M
|
+271,563
|
+1,097%
|
|
|
255
|
LVW Advisors
Pittsford,
New York
|
$23.1M
|
+$22.3M
|
+294,981
|
New
|
|
|
256
|
Clarus Group
Houston,
Texas
|
$22.8M
|
+$667K
|
+8,838
|
+3%
|
|
|
257
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$22.8M
|
+$412K
|
+5,461
|
+2%
|
|
|
258
|
Arrien Investments
Boise,
Idaho
|
$22.7M
|
-$122K
|
-1,612
|
-0.6%
|
|
|
259
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.3M
|
+$1.76M
|
+23,370
|
+9%
|
|
|
260
|
Archford Capital Strategies
Swansea,
Illinois
|
$21.9M
|
+$4.99M
|
+66,161
|
+31%
|
|
|
261
|
Curtis Advisory Group
Santa Barbara,
California
|
$21.8M
|
-$1.92M
|
-25,392
|
-8%
|
|
|
262
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$21.6M
|
+$1.25M
|
+16,621
|
+6%
|
|
|
263
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$21.6M
|
+$163K
|
+2,160
|
+0.8%
|
|
|
264
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$21.3M
|
+$5.11M
|
+67,750
|
+33%
|
|
|
265
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.3M
|
+$11.9M
|
+157,108
|
+137%
|
|
|
266
|
AQR Capital Management
Greenwich,
Connecticut
|
$21M
|
+$6.97M
|
+92,354
|
+53%
|
|
|
267
|
Calton & Associates
Tampa,
Florida
|
$20.9M
|
+$3.19M
|
+42,325
|
+19%
|
|
|
268
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$20.7M
|
-$607K
|
-8,050
|
-3%
|
|
|
269
|
Strategic Blueprint
Atlanta,
Georgia
|
$20.2M
|
-$366K
|
-4,849
|
-2%
|
|
|
270
|
Truist Financial
Charlotte,
North Carolina
|
$20.1M
|
+$3.28M
|
+43,436
|
+20%
|
|
|
271
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$19.9M
|
+$421K
|
+5,582
|
+2%
|
|
|
272
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$19.8M
|
+$981K
|
+13,009
|
+5%
|
|
|
273
|
Corient Private Wealth
Miami,
Florida
|
$19.7M
|
+$87.4K
|
+1,159
|
+0.5%
|
|
|
274
|
Advisor OS
Chicago,
Illinois
|
$19.3M
|
+$5.95M
|
+78,873
|
+47%
|
|
|
275
|
Windsor Capital Management
Phoenix,
Arizona
|
$19.2M
|
-$739K
|
-9,801
|
-4%
|
|
