|
101
|
Studio Investment Management
Chicago,
Illinois
|
$21.6M
|
-$170K
|
-1,040
|
-0.9%
|
|
|
102
|
LMCG Investments
Boston,
Massachusetts
|
$21.5M
|
+$11.5M
|
+70,684
|
+145%
|
|
|
103
|
Empirical Wealth Management
Seattle,
Washington
|
$21.3M
|
-$883K
|
-5,407
|
-4%
|
|
|
104
|
Brickley Wealth Management
San Mateo,
California
|
$21M
|
+$50.9K
|
+312
|
+0.3%
|
|
|
105
|
Pasadena Private Wealth
Pasadena,
California
|
$20.8M
|
+$92.6K
|
+567
|
+0.5%
|
|
|
106
|
University of Maryland Foundation
Adelphi,
Maryland
|
$20.4M
|
+$3.66M
|
+22,394
|
+25%
|
|
|
107
|
Sepio Capital
Salt Lake City,
Utah
|
$20.1M
|
-$1.88M
|
-11,527
|
-9%
|
|
|
108
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.9M
|
+$4.67M
|
+28,588
|
+35%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$19.7M
|
+$2.98M
|
+18,259
|
+20%
|
|
|
110
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$19.2M
|
-$1.14M
|
-6,970
|
-6%
|
|
|
111
|
Private Advisor Group
Morristown,
New Jersey
|
$18.9M
|
+$653K
|
+4,001
|
+4%
|
|
|
112
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$18.9M
|
+$7.1M
|
+43,473
|
+58%
|
|
|
113
|
Wealthspire Advisors (New York)
New York
|
$18.6M
|
+$8.28M
|
+50,736
|
+97%
|
|
|
114
|
Checchi Capital Advisers
Beverly Hills,
California
|
$18.5M
|
+$2.49M
|
+15,251
|
+17%
|
|
|
115
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.4M
|
+$16.7M
|
+102,175
|
New
|
|
|
116
|
BHK Investment Advisors
Birmingham,
Alabama
|
$18.2M
|
-$5.29M
|
-32,417
|
-24%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
$17.9M
|
+$891K
|
+5,458
|
+6%
|
|
|
118
|
Opal Wealth Advisors
Jericho,
New York
|
$17.7M
|
-$8.35M
|
-51,137
|
-34%
|
|
|
119
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17.7M
|
+$1.03M
|
+6,318
|
+7%
|
|
|
120
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$17.5M
|
+$2.66M
|
+16,274
|
+20%
|
|
|
121
|
Apella Capital
West Hartford,
Connecticut
|
$17.4M
|
-$3.65M
|
-22,336
|
-18%
|
|
|
122
|
Natixis Advisors
Boston,
Massachusetts
|
$17.3M
|
-$3.86M
|
-23,675
|
-20%
|
|
|
123
|
Total Wealth Planning
Cincinnati,
Ohio
|
$17.3M
|
+$360K
|
+2,204
|
+2%
|
|
|
124
|
Carlson Capital Management
Northfield,
Minnesota
|
$16.9M
|
-$3.12M
|
-19,108
|
-17%
|
|
|
125
|
Avion Wealth
The Woodlands,
Texas
|
$16.9M
|
-$220K
|
-1,350
|
-1%
|
|
