|
201
|
Summit Trail Advisors
New York
|
$22.1M
|
-$1.82M
|
-7,107
|
-8%
|
|
|
202
|
Crewe Advisors
Salt Lake City,
Utah
|
$22.1M
|
–
|
–
|
–
|
|
|
203
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$21.8M
|
-$241K
|
-942
|
-1%
|
|
|
204
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$21.6M
|
+$351K
|
+1,370
|
+2%
|
|
|
205
|
AlphaCore Capital
La Jolla,
California
|
$21.5M
|
+$6.73M
|
+26,263
|
+46%
|
|
|
206
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$21.4M
|
-$7.2M
|
-28,119
|
-25%
|
|
|
207
|
|
$21.3M
|
+$950K
|
+3,710
|
+5%
|
|
|
208
|
BCK Partners
Corning,
New York
|
$21.2M
|
-$582K
|
-2,271
|
-3%
|
|
|
209
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$21.1M
|
+$118K
|
+462
|
+0.6%
|
|
|
210
|
|
$21M
|
+$307K
|
+1,198
|
+1%
|
|
|
211
|
Aspiriant LLC
Los Angeles,
California
|
$21M
|
+$1.6M
|
+6,246
|
+8%
|
|
|
212
|
Nuveen
Charlotte,
North Carolina
|
$20.9M
|
-$7.12M
|
-27,800
|
-26%
|
|
|
213
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.7M
|
-$1.65M
|
-6,425
|
-7%
|
|
|
214
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$20.6M
|
+$164K
|
+639
|
+0.8%
|
|
|
215
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$20.6M
|
+$1.28M
|
+4,995
|
+7%
|
|
|
216
|
Simon Quick Advisors
Morristown,
New Jersey
|
$20.5M
|
+$1.05M
|
+4,080
|
+5%
|
|
|
217
|
Tectonic Advisors
Frisco,
Texas
|
$20.5M
|
+$1.25M
|
+4,863
|
+7%
|
|
|
218
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$20.5M
|
-$885K
|
-3,456
|
-4%
|
|
|
219
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$20.4M
|
-$112K
|
-437
|
-0.5%
|
|
|
220
|
Noble Family Wealth
Clearwater,
Florida
|
$20.4M
|
+$2.61M
|
+10,177
|
+15%
|
|
|
221
|
DeDora Capital
Napa,
California
|
$20.3M
|
+$602K
|
+2,350
|
+3%
|
|
|
222
|
Twele Capital Management
Minnetonka,
Minnesota
|
$20.2M
|
+$104K
|
+404
|
+0.5%
|
|
|
223
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$20M
|
+$12K
|
+47
|
+0.1%
|
|
|
224
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$19.9M
|
-$432K
|
-1,688
|
-2%
|
|
|
225
|
Charles Schwab Trust
Henderson,
Nevada
|
$19.7M
|
-$243K
|
-950
|
-1%
|
|
