|
651
|
Callan Family Office
Radnor,
Pennsylvania
|
$14.2M
|
+$8.25M
|
+134,730
|
+145%
|
|
|
652
|
Bessemer Group
Woodbridge,
New Jersey
|
$14.2M
|
-$448K
|
-7,319
|
-3%
|
|
|
653
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$14.2M
|
-$1.51M
|
-24,729
|
-10%
|
|
|
654
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$14.1M
|
+$2.71M
|
+44,260
|
+24%
|
|
|
655
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$14.1M
|
+$2.43M
|
+39,695
|
+21%
|
|
|
656
|
Enclave Advisors
Austin,
Texas
|
$14M
|
+$1.24M
|
+20,203
|
+10%
|
|
|
657
|
Oppenheimer & Co
New York
|
$13.9M
|
-$5.16M
|
-84,310
|
-27%
|
|
|
658
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$13.9M
|
–
|
–
|
–
|
|
|
659
|
Eagle Strategies
New York
|
$13.8M
|
+$1.24M
|
+20,229
|
+10%
|
|
|
660
|
Silvercrest Asset Management
New York
|
$13.8M
|
+$4.27M
|
+69,664
|
+46%
|
|
|
661
|
Warwick Investment Management
Bryan,
Texas
|
$13.7M
|
+$3.93M
|
+64,153
|
+41%
|
|
|
662
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$13.7M
|
+$15.7K
|
+257
|
+0.1%
|
|
|
663
|
Evercore Wealth Management
New York
|
$13.7M
|
+$544K
|
+8,875
|
+4%
|
|
|
664
|
Horizons Wealth Management
Asheville,
North Carolina
|
$13.6M
|
+$147K
|
+2,405
|
+1%
|
|
|
665
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$13.6M
|
+$1.25M
|
+20,328
|
+10%
|
|
|
666
|
Fonville Wealth Management
Richmond,
Virginia
|
$13.6M
|
+$796K
|
+13,001
|
+6%
|
|
|
667
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.4M
|
-$1.66M
|
-27,040
|
-11%
|
|
|
668
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$13.4M
|
+$501K
|
+8,184
|
+4%
|
|
|
669
|
Snowden Capital Advisors
New York
|
$13.3M
|
+$242K
|
+3,943
|
+2%
|
|
|
670
|
Clarity Wealth Development
Corvallis,
Oregon
|
$13.3M
|
+$959K
|
+15,659
|
+8%
|
|
|
671
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$13.3M
|
+$20.9K
|
+342
|
+0.2%
|
|
|
672
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$13.3M
|
+$450K
|
+7,350
|
+4%
|
|
|
673
|
Fortitude Family Office
Scottsdale,
Arizona
|
$13.2M
|
-$447K
|
-7,290
|
-3%
|
|
|
674
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$13.1M
|
+$128K
|
+2,091
|
+1%
|
|
|
675
|
|
$13.1M
|
-$425K
|
-6,943
|
-3%
|
|
