|
151
|
Rialto Wealth Management
Syracuse,
New York
|
$19.6M
|
+$1.77M
|
+29,629
|
+10%
|
|
|
152
|
Farther Finance Advisors
San Francisco,
California
|
$19.5M
|
+$4.93M
|
+82,238
|
+33%
|
|
|
153
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.4M
|
+$1.16M
|
+19,311
|
+6%
|
|
|
154
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$19.2M
|
+$181K
|
+3,023
|
+0.9%
|
|
|
155
|
Morling Financial Advisors
Fremont,
California
|
$18.7M
|
+$18.8M
|
+313,631
|
New
|
|
|
156
|
Family Wealth Partners
Matthews,
North Carolina
|
$18.5M
|
+$2.39M
|
+39,949
|
+15%
|
|
|
157
|
Arbor Wealth Management (Arizona)
Tempe,
Arizona
|
$18.4M
|
+$831K
|
+13,879
|
+5%
|
|
|
158
|
Hassell Wealth Management
Houma,
Louisiana
|
$18.2M
|
+$752K
|
+12,555
|
+4%
|
|
|
159
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$18M
|
+$1.01M
|
+16,855
|
+6%
|
|
|
160
|
MAI Capital Management
Independence,
Ohio
|
$17.6M
|
+$2.76M
|
+46,044
|
+18%
|
|
|
161
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$17.6M
|
+$458K
|
+7,650
|
+3%
|
|
|
162
|
R.W. Roge & Company
Bohemia,
New York
|
$17M
|
+$8.02M
|
+133,796
|
+88%
|
|
|
163
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.9M
|
–
|
–
|
–
|
|
|
164
|
Tortoise Investment Management
White Plains,
New York
|
$16.9M
|
+$16.6M
|
+276,294
|
+3,850%
|
|
|
165
|
Roth Financial Partners
Kingwood,
Texas
|
$16.9M
|
-$452K
|
-7,537
|
-3%
|
|
|
166
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.8M
|
+$381K
|
+6,366
|
+2%
|
|
|
167
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$16.7M
|
+$1.12M
|
+18,638
|
+7%
|
|
|
168
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$16.7M
|
-$43K
|
-718
|
-0.3%
|
|
|
169
|
Longview Asset Management (California)
San Rafael,
California
|
$16.4M
|
+$604K
|
+10,079
|
+4%
|
|
|
170
|
Enclave Advisors
Austin,
Texas
|
$16.3M
|
+$14.6M
|
+243,279
|
+779%
|
|
|
171
|
Kensington Asset Management
Austin,
Texas
|
$16.1M
|
+$16.2M
|
+270,146
|
New
|
|
|
172
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$16M
|
+$63.8K
|
+1,065
|
+0.4%
|
|
|
173
|
Peirce Capital Management
The Woodlands,
Texas
|
$15.9M
|
+$757K
|
+12,629
|
+5%
|
|
|
174
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15.8M
|
+$2.27M
|
+37,835
|
+17%
|
|
|
175
|
Salomon & Ludwin
Richmond,
Virginia
|
$15.6M
|
+$1.56M
|
+26,080
|
+11%
|
|
