|
126
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
+$1.02M
|
+10,718
|
+8%
|
|
|
127
|
ALPS Advisors
Denver,
Colorado
|
$13.1M
|
+$681K
|
+7,170
|
+5%
|
|
|
128
|
Banco Santander
Madrid,
Spain
|
$13.1M
|
+$650K
|
+6,843
|
+5%
|
|
|
129
|
TD Private Client Wealth
New York
|
$12.9M
|
-$1M
|
-10,559
|
-7%
|
|
|
130
|
William Blair & Company
Chicago,
Illinois
|
$12.9M
|
-$4.54M
|
-47,748
|
-26%
|
|
|
131
|
GeoWealth Management
Chicago,
Illinois
|
$12.6M
|
+$1.15M
|
+12,132
|
+10%
|
|
|
132
|
Cresset Asset Management
Chicago,
Illinois
|
$12.6M
|
-$642K
|
-6,758
|
-5%
|
|
|
133
|
Fagan Associates
Troy,
New York
|
$12.4M
|
+$1.32M
|
+13,922
|
+12%
|
|
|
134
|
Cordant Inc
Portland,
Oregon
|
$11.8M
|
+$1.37M
|
+14,375
|
+13%
|
|
|
135
|
Trilogy Capital
Irvine,
California
|
$11.8M
|
+$1.82M
|
+19,170
|
+18%
|
|
|
136
|
Kestra Advisory Services
Austin,
Texas
|
$11.3M
|
-$569K
|
-5,986
|
-5%
|
|
|
137
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
-$16.2M
|
-170,716
|
-59%
|
|
|
138
|
Symphony Financial
Houston,
Texas
|
$11.2M
|
+$4.8M
|
+50,493
|
+82%
|
|
|
139
|
Global Retirement Partners
San Rafael,
California
|
$11M
|
-$772K
|
-8,120
|
-6%
|
|
|
140
|
Raub Brock Capital Management
Larkspur,
California
|
$11M
|
+$1.19M
|
+12,490
|
+12%
|
|
|
141
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
–
|
–
|
–
|
|
|
142
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10.8M
|
+$1.85M
|
+19,471
|
+20%
|
|
|
143
|
Monumental Financial Group
Rockville,
Maryland
|
$10.7M
|
+$10.9M
|
+115,217
|
New
|
|
|
144
|
Cambridge Advisors
Omaha,
Nebraska
|
$10.6M
|
+$176K
|
+1,850
|
+2%
|
|
|
145
|
JT Stratford LLC
Gainesville,
Georgia
|
$10.2M
|
+$412K
|
+4,333
|
+4%
|
|
|
146
|
Harrell Investment Partners
Austin,
Texas
|
$10.1M
|
+$382K
|
+4,019
|
+4%
|
|
|
147
|
Little House Capital
Braintree,
Massachusetts
|
$10.1M
|
+$6.02M
|
+63,338
|
+139%
|
|
|
148
|
WESCAP Management Group
Glendale,
California
|
$10.1M
|
+$2.62M
|
+27,588
|
+34%
|
|
|
149
|
SouthState Corp
Winter Haven,
Florida
|
$9.98M
|
+$81.8K
|
+861
|
+0.8%
|
|
|
150
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.91M
|
+$367K
|
+3,867
|
+4%
|
|
