|
126
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.5M
|
+$4.14M
|
+65,425
|
+20%
|
|
|
127
|
Newton One Investments
Newark,
Delaware
|
$25.3M
|
-$409K
|
-6,466
|
-2%
|
|
|
128
|
Madison Asset Management
Madison,
Wisconsin
|
$25.2M
|
+$10.6M
|
+167,230
|
+80%
|
|
|
129
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$24.5M
|
-$115K
|
-1,811
|
-0.5%
|
|
|
130
|
Stratos Investment Management
Beachwood,
Ohio
|
$24.2M
|
+$711K
|
+11,227
|
+3%
|
|
|
131
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$24.1M
|
+$899K
|
+14,205
|
+4%
|
|
|
132
|
Kestra Advisory Services
Austin,
Texas
|
$23.8M
|
+$1.9M
|
+29,975
|
+9%
|
|
|
133
|
Bessemer Group
Woodbridge,
New Jersey
|
$23.4M
|
-$111K
|
-1,752
|
-0.5%
|
|
|
134
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$23.4M
|
+$22.1M
|
+348,618
|
New
|
|
|
135
|
AGF Management
Toronto,
Ontario, Canada
|
$23.2M
|
+$215K
|
+3,397
|
+1%
|
|
|
136
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23.2M
|
+$2.84M
|
+44,823
|
+15%
|
|
|
137
|
Citizens Financial Group
Providence,
Rhode Island
|
$23.1M
|
-$3.04M
|
-47,936
|
-12%
|
|
|
138
|
Telos Capital Management
San Diego,
California
|
$22.8M
|
+$1.05M
|
+16,510
|
+5%
|
|
|
139
|
Whittier Trust
South Pasadena,
California
|
$22.6M
|
-$363K
|
-5,741
|
-2%
|
|
|
140
|
Aspiriant LLC
Los Angeles,
California
|
$22M
|
+$193K
|
+3,048
|
+0.9%
|
|
|
141
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$22M
|
+$1.05M
|
+16,573
|
+5%
|
|
|
142
|
United Capital Financial Advisors
Irving,
Texas
|
$21.8M
|
+$9.95M
|
+157,073
|
+94%
|
|
|
143
|
|
$21.8M
|
-$20.6M
|
-325,183
|
-50%
|
|
|
144
|
Avion Wealth
The Woodlands,
Texas
|
$21M
|
+$10.1M
|
+159,729
|
+105%
|
|
|
145
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.7M
|
+$329K
|
+5,193
|
+2%
|
|
|
146
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$20.1M
|
-$912K
|
-14,399
|
-5%
|
|
|
147
|
Tolleson Wealth Management
Dallas,
Texas
|
$20.1M
|
+$8.23K
|
+130
|
+0%
|
|
|
148
|
Allworth Financial
Folsom,
California
|
$20M
|
+$799K
|
+12,625
|
+4%
|
|
|
149
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$19.9M
|
+$2.31M
|
+36,481
|
+14%
|
|
|
150
|
Congress Wealth Management
Boston,
Massachusetts
|
$19.7M
|
+$14.3M
|
+225,592
|
+332%
|
|
