|
126
|
J.W. Cole Advisors
Tampa,
Florida
|
$27.9M
|
+$2.12M
|
+19,338
|
+9%
|
|
|
127
|
Concurrent Investment Advisors
Tampa,
Florida
|
$27.1M
|
+$1.9M
|
+17,312
|
+8%
|
|
|
128
|
Victory Capital Management
San Antonio,
Texas
|
$27.1M
|
+$16.4K
|
+150
|
+0.1%
|
|
|
129
|
Oppenheimer & Co
New York
|
$26.9M
|
+$790K
|
+7,217
|
+3%
|
|
|
130
|
Perigon Wealth Management
San Francisco,
California
|
$26.8M
|
-$1.24M
|
-11,350
|
-5%
|
|
|
131
|
HB Wealth Management
Atlanta,
Georgia
|
$26.8M
|
-$995K
|
-9,086
|
-4%
|
|
|
132
|
Financial Perspectives
Minneapolis,
Minnesota
|
$26.7M
|
+$8.76K
|
+80
|
+0%
|
|
|
133
|
Welch Capital Partners
Harrison,
New York
|
$26.1M
|
–
|
–
|
–
|
|
|
134
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$26M
|
-$6.05M
|
-55,294
|
-20%
|
|
|
135
|
|
$25.7M
|
-$21.4M
|
-194,993
|
-48%
|
|
|
136
|
Anchor Investment Management
Columbia,
South Carolina
|
$25.5M
|
-$919K
|
-8,396
|
-4%
|
|
|
137
|
|
$25.5M
|
+$5.64M
|
+51,515
|
+32%
|
|
|
138
|
Pioneer Family Office
North Miami Beach,
Florida
|
$25.4M
|
+$1.43M
|
+13,083
|
+7%
|
|
|
139
|
Arax Advisory Partners
Denver,
Colorado
|
$25.4M
|
+$19.8M
|
+180,846
|
+573%
|
|
|
140
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$25.2M
|
-$29.5K
|
-269
|
-0.1%
|
|
|
141
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$24.9M
|
-$837K
|
-7,640
|
-4%
|
|
|
142
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.7M
|
+$1.05M
|
+9,611
|
+5%
|
|
|
143
|
Fiduciary Trust
Boston,
Massachusetts
|
$24.3M
|
-$449K
|
-4,102
|
-2%
|
|
|
144
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$24.3M
|
+$20.9M
|
+190,443
|
+1,487%
|
|
|
145
|
AlphaCore Capital
La Jolla,
California
|
$24.2M
|
-$1.58M
|
-14,470
|
-7%
|
|
|
146
|
Natixis Advisors
Boston,
Massachusetts
|
$23.8M
|
+$738K
|
+6,742
|
+4%
|
|
|
147
|
Simon Quick Advisors
Morristown,
New Jersey
|
$23.7M
|
-$199K
|
-1,816
|
-0.9%
|
|
|
148
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$23.6M
|
-$399K
|
-3,645
|
-2%
|
|
|
149
|
Main Management
San Francisco,
California
|
$23.3M
|
+$544K
|
+4,967
|
+3%
|
|
|
150
|
Savvy Advisors Inc
New York
|
$23.3M
|
-$1.72M
|
-15,672
|
-7%
|
|
