|
151
|
HB Wealth Management
Atlanta,
Georgia
|
$14M
|
+$1.44K
|
+10
|
+0%
|
|
|
152
|
Long Island Wealth Management
Melville,
New York
|
$13.8M
|
+$2.43M
|
+16,891
|
+20%
|
|
|
153
|
Choate Investment Advisors
Boston,
Massachusetts
|
$13.7M
|
+$1.37M
|
+9,540
|
+11%
|
|
|
154
|
|
$13.4M
|
+$1.57M
|
+10,899
|
+13%
|
|
|
155
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.3M
|
+$851K
|
+5,914
|
+7%
|
|
|
156
|
Oxford Financial Group
Carmel,
Indiana
|
$13M
|
-$293K
|
-2,039
|
-2%
|
|
|
157
|
Choreo LLC
Rockford,
Illinois
|
$13M
|
+$652K
|
+4,533
|
+5%
|
|
|
158
|
Orcam Financial Group
Encinitas,
California
|
$12.9M
|
+$142K
|
+985
|
+1%
|
|
|
159
|
Disciplina Capital Management
Nashville,
Tennessee
|
$12.6M
|
+$1.87K
|
+13
|
+0%
|
|
|
160
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5M
|
-$63.4M
|
-441,123
|
-83%
|
|
|
161
|
Leavell Investment Management
Mobile,
Alabama
|
$12.3M
|
+$166K
|
+1,153
|
+1%
|
|
|
162
|
Sivia Capital Partners
Mill Valley,
California
|
$12.3M
|
-$1.44M
|
-10,046
|
-10%
|
|
|
163
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$12.2M
|
+$928K
|
+6,450
|
+8%
|
|
|
164
|
Aspen Grove Capital
Avon,
Colorado
|
$12M
|
+$388K
|
+2,698
|
+3%
|
|
|
165
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$12M
|
–
|
–
|
–
|
|
|
166
|
Stephens Inc
Little Rock,
Arkansas
|
$12M
|
+$3.93M
|
+27,349
|
+46%
|
|
|
167
|
Frisch Financial Group
Melville,
New York
|
$11.8M
|
-$62.4K
|
-434
|
-0.5%
|
|
|
168
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$11.6M
|
+$11.4M
|
+79,425
|
+1,873%
|
|
|
169
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.5M
|
+$387K
|
+2,691
|
+3%
|
|
|
170
|
Capital Group Private Client Services
Los Angeles,
California
|
$11.3M
|
+$3.28M
|
+22,826
|
+39%
|
|
|
171
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$11.3M
|
–
|
–
|
–
|
|
|
172
|
WBH Advisory
Baltimore,
Maryland
|
$11.3M
|
-$373K
|
-2,594
|
-3%
|
|
|
173
|
|
$11.2M
|
-$980K
|
-6,813
|
-8%
|
|
|
174
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$11M
|
-$25.4M
|
-176,828
|
-69%
|
|
|
175
|
Pathstone Holdings
Englewood,
New Jersey
|
$11M
|
+$284K
|
+1,974
|
+3%
|
|
