|
151
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$229K
|
-3,970
|
-2%
|
|
|
152
|
Atria Wealth Solutions
New York
|
$12M
|
+$782K
|
+13,541
|
+7%
|
|
|
153
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.4M
|
+$1.07M
|
+18,439
|
+10%
|
|
|
154
|
Vectors Research Management
New York
|
$11.2M
|
-$462K
|
-7,993
|
-4%
|
|
|
155
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.1M
|
+$1.03M
|
+17,911
|
+10%
|
|
|
156
|
Unison Advisors
Washington,
District of Columbia
|
$11.1M
|
+$230K
|
+3,974
|
+2%
|
|
|
157
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.1M
|
-$336K
|
-5,823
|
-3%
|
|
|
158
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$10.9M
|
-$40K
|
-693
|
-0.4%
|
|
|
159
|
Lazard Asset Management
New York
|
$10.8M
|
–
|
–
|
–
|
|
|
160
|
Kure Advisory
Plymouth,
Minnesota
|
$10.7M
|
+$387K
|
+6,695
|
+4%
|
|
|
161
|
Rogco LP
Claremore,
Oklahoma
|
$10.5M
|
+$218K
|
+3,778
|
+2%
|
|
|
162
|
OneAscent Financial Services
Birmingham,
Alabama
|
$10.4M
|
+$10.4M
|
+179,979
|
New
|
|
|
163
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$10.4M
|
+$437K
|
+7,556
|
+4%
|
|
|
164
|
Tortoise Investment Management
White Plains,
New York
|
$10.3M
|
+$348K
|
+6,030
|
+4%
|
|
|
165
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$10.2M
|
+$7.76M
|
+134,306
|
+324%
|
|
|
166
|
Element Pointe Advisors
Miami,
Florida
|
$9.99M
|
-$76.6K
|
-1,326
|
-0.8%
|
|
|
167
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$9.77M
|
+$9.49M
|
+164,201
|
+3,804%
|
|
|
168
|
HB Wealth Management
Atlanta,
Georgia
|
$9.58M
|
-$2.14M
|
-37,055
|
-18%
|
|
|
169
|
Elmwood Wealth Management
Berkeley,
California
|
$9.56M
|
-$261K
|
-4,520
|
-3%
|
|
|
170
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$9.5M
|
+$7.81M
|
+135,193
|
+470%
|
|
|
171
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$9.48M
|
-$1.23M
|
-21,353
|
-12%
|
|
|
172
|
Harbour Investments
Madison,
Wisconsin
|
$9.33M
|
+$1.11M
|
+19,261
|
+14%
|
|
|
173
|
Howe & Rusling
Rochester,
New York
|
$9.21M
|
+$4.1M
|
+71,002
|
+81%
|
|
|
174
|
Stifel Financial
St. Louis,
Missouri
|
$9.19M
|
+$254K
|
+4,388
|
+3%
|
|
|
175
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$9.19M
|
-$561K
|
-9,704
|
-6%
|
|
