|
101
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$14.4M
|
+$231K
|
+4,818
|
+2%
|
|
|
102
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$14.4M
|
-$239K
|
-4,980
|
-2%
|
|
|
103
|
Veritable
Wilmington,
Delaware
|
$14.3M
|
+$6.23M
|
+129,760
|
+71%
|
|
|
104
|
Homrich & Berg
Atlanta,
Georgia
|
$13.9M
|
-$160K
|
-3,333
|
-1%
|
|
|
105
|
Chesley Taft & Associates
Chicago,
Illinois
|
$13.6M
|
+$1.73M
|
+36,125
|
+14%
|
|
|
106
|
Sanders Capital
West Palm Beach,
Florida
|
$13.1M
|
+$4.36M
|
+90,800
|
+46%
|
|
|
107
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$1.19M
|
+24,765
|
+9%
|
|
|
108
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$13.1M
|
+$119K
|
+2,484
|
+0.9%
|
|
|
109
|
Elm Advisors
Burlingame,
California
|
$13M
|
+$906K
|
+18,870
|
+7%
|
|
|
110
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.8M
|
+$9.31M
|
+193,934
|
+222%
|
|
|
111
|
Telemus Capital
Southfield,
Michigan
|
$12.8M
|
+$19.3K
|
+402
|
+0.1%
|
|
|
112
|
Brown Advisory
Baltimore,
Maryland
|
$12.7M
|
-$4.96M
|
-103,294
|
-27%
|
|
|
113
|
MilWealth Group
Milwaukee,
Wisconsin
|
$12.7M
|
+$13.3M
|
+277,673
|
New
|
|
|
114
|
FC Advisory
West Chester,
Pennsylvania
|
$12.7M
|
+$203K
|
+4,224
|
+2%
|
|
|
115
|
Curi RMB Capital
Chicago,
Illinois
|
$12.5M
|
+$7.34M
|
+152,846
|
+126%
|
|
|
116
|
Bessemer Group
Woodbridge,
New Jersey
|
$12.3M
|
-$6.68M
|
-139,139
|
-34%
|
|
|
117
|
Highland Private Wealth Management
Bellevue,
Washington
|
$11.9M
|
+$404K
|
+8,402
|
+3%
|
|
|
118
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.6M
|
-$1.44M
|
-29,885
|
-11%
|
|
|
119
|
Bartlett & Co
Cincinnati,
Ohio
|
$11.6M
|
-$1.44M
|
-29,885
|
-11%
|
|
|
120
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$11.6M
|
-$336K
|
-6,996
|
-3%
|
|
|
121
|
KeyBank National Association
Cleveland,
Ohio
|
$11.5M
|
+$10.4M
|
+216,303
|
+603%
|
|
|
122
|
Cedar Wealth Management
Walnut Creek,
California
|
$11.4M
|
-$5.53M
|
-115,115
|
-31%
|
|
|
123
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.3M
|
+$11.5M
|
+239,716
|
+3,183%
|
|
|
124
|
Henshaw Capital
Woburn,
Massachusetts
|
$11.1M
|
-$1M
|
-20,889
|
-8%
|
|
|
125
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11M
|
-$660K
|
-13,739
|
-5%
|
|
