|
151
|
Clearstead Advisors
Cleveland,
Ohio
|
$15.3M
|
+$2.43M
|
+13,778
|
+21%
|
|
|
152
|
Whittier Trust
South Pasadena,
California
|
$15.2M
|
+$1.12M
|
+6,340
|
+9%
|
|
|
153
|
CX Institutional
Auburn,
Indiana
|
$15.2M
|
+$2.06M
|
+11,674
|
+18%
|
|
|
154
|
Ballast Inc
Lexington,
Kentucky
|
$15.1M
|
+$337K
|
+1,912
|
+3%
|
|
|
155
|
Leavell Investment Management
Mobile,
Alabama
|
$15.1M
|
-$1.61M
|
-9,101
|
-10%
|
|
|
156
|
International Assets Investment Management
Orlando,
Florida
|
$15M
|
+$14.1M
|
+80,046
|
New
|
|
|
157
|
SPC Financial Inc
Rockville,
Maryland
|
$14.9M
|
+$126K
|
+713
|
+0.9%
|
|
|
158
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.8M
|
-$360K
|
-2,038
|
-3%
|
|
|
159
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.4M
|
+$3.76M
|
+21,292
|
+40%
|
|
|
160
|
Maryland Capital Management
Towson,
Maryland
|
$14.3M
|
+$262K
|
+1,486
|
+2%
|
|
|
161
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$13.9M
|
+$12.6M
|
+71,431
|
New
|
|
|
162
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.9M
|
+$8.1M
|
+45,899
|
+182%
|
|
|
163
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.7M
|
+$1.58M
|
+8,942
|
+15%
|
|
|
164
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.5M
|
+$1.56M
|
+8,826
|
+15%
|
|
|
165
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$13.3M
|
-$841K
|
-4,768
|
-7%
|
|
|
166
|
Joel Isaacson & Co
New York
|
$13.3M
|
+$1.25M
|
+7,095
|
+12%
|
|
|
167
|
Montag & Associates
Atlanta,
Georgia
|
$13.1M
|
+$7.6M
|
+43,092
|
+179%
|
|
|
168
|
D'Orazio & Associates
Falls Church,
Virginia
|
$13M
|
+$11.6M
|
+65,487
|
+4,589%
|
|
|
169
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$13M
|
-$73.9K
|
-419
|
-0.6%
|
|
|
170
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.8M
|
+$2.18M
|
+12,378
|
+23%
|
|
|
171
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$12.6M
|
+$754K
|
+4,273
|
+7%
|
|
|
172
|
Altium Wealth Management
Purchase,
New York
|
$12.6M
|
-$175K
|
-994
|
-2%
|
|
|
173
|
Bristlecone Advisors
Bellevue,
Washington
|
$12.5M
|
-$26.6K
|
-151
|
-0.2%
|
|
|
174
|
Veritable
Wilmington,
Delaware
|
$12.5M
|
-$5.59M
|
-31,707
|
-33%
|
|
|
175
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$12.3M
|
+$11.2M
|
+63,310
|
New
|
|
