|
151
|
AJ Wealth Strategies
New York
|
$10.6M
|
+$396K
|
+4,228
|
+4%
|
|
|
152
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.6M
|
+$301K
|
+3,218
|
+3%
|
|
|
153
|
Colony Group
Boston,
Massachusetts
|
$10.5M
|
+$1.72M
|
+18,343
|
+19%
|
|
|
154
|
Annapolis Financial Services
Annapolis,
Maryland
|
$10.3M
|
-$146K
|
-1,565
|
-1%
|
|
|
155
|
|
$10.3M
|
+$915K
|
+9,779
|
+10%
|
|
|
156
|
Ratio Wealth Group
Denver,
Colorado
|
$10.1M
|
+$97.5K
|
+1,042
|
+1%
|
|
|
157
|
Park Avenue Securities
New York
|
$10M
|
+$3.47M
|
+37,117
|
+52%
|
|
|
158
|
Penobscot Wealth Management
Portland,
Maine
|
$10M
|
+$432K
|
+4,612
|
+4%
|
|
|
159
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.97M
|
+$519K
|
+5,543
|
+5%
|
|
|
160
|
Berkeley Capital Partners
Milton,
Georgia
|
$9.96M
|
+$89.8K
|
+960
|
+0.9%
|
|
|
161
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$9.77M
|
-$83.5K
|
-892
|
-0.8%
|
|
|
162
|
SouthState Corp
Winter Haven,
Florida
|
$9.71M
|
+$201K
|
+2,146
|
+2%
|
|
|
163
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$9.64M
|
+$9.73M
|
+103,925
|
New
|
|
|
164
|
Seven Post Investment Office
San Francisco,
California
|
$9.56M
|
+$4.51M
|
+48,237
|
+88%
|
|
|
165
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.49M
|
-$84K
|
-898
|
-0.9%
|
|
|
166
|
Manning & Napier Group
Fairport,
New York
|
$9.42M
|
–
|
–
|
–
|
|
|
167
|
William Blair & Company
Chicago,
Illinois
|
$9.3M
|
+$13.8K
|
+147
|
+0.1%
|
|
|
168
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$9.3M
|
-$85.4K
|
-913
|
-0.9%
|
|
|
169
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$9.28M
|
–
|
–
|
–
|
|
|
170
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.24M
|
-$503K
|
-5,371
|
-5%
|
|
|
171
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$9.09M
|
+$9.17M
|
+98,017
|
New
|
|
|
172
|
US Financial Advisors
Braintree,
Massachusetts
|
$9.07M
|
+$165K
|
+1,765
|
+2%
|
|
|
173
|
Coastline Trust
Providence,
Rhode Island
|
$8.87M
|
-$299K
|
-3,193
|
-3%
|
|
|
174
|
Apella Capital
West Hartford,
Connecticut
|
$8.84M
|
+$1.14M
|
+12,141
|
+15%
|
|
|
175
|
Protective Life
Birmingham,
Alabama
|
$8.82M
|
+$121K
|
+1,292
|
+1%
|
|
