|
176
|
Long Island Wealth Management
Melville,
New York
|
$11.6M
|
+$143K
|
+1,020
|
+1%
|
|
|
177
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$11.6M
|
+$1.18M
|
+8,460
|
+12%
|
|
|
178
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$11.5M
|
–
|
–
|
–
|
|
|
179
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.3M
|
+$724K
|
+5,183
|
+7%
|
|
|
180
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$11.2M
|
+$11.1M
|
+79,296
|
New
|
|
|
181
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.9M
|
-$4.84M
|
-34,606
|
-31%
|
|
|
182
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$10.7M
|
+$10.6M
|
+75,748
|
New
|
|
|
183
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$10.6M
|
+$386K
|
+2,758
|
+4%
|
|
|
184
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
+$137K
|
+980
|
+1%
|
|
|
185
|
Sarasin & Partners
London,
United Kingdom
|
$10.1M
|
+$4.4M
|
+31,490
|
+78%
|
|
|
186
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$9.98M
|
+$5.7M
|
+40,805
|
+136%
|
|
|
187
|
Waverly Advisors
Birmingham,
Alabama
|
$9.96M
|
+$1.94M
|
+13,847
|
+24%
|
|
|
188
|
Seven Post Investment Office
San Francisco,
California
|
$9.94M
|
+$23.9K
|
+171
|
+0.2%
|
|
|
189
|
Joel Isaacson & Co
New York
|
$9.85M
|
+$542K
|
+3,874
|
+6%
|
|
|
190
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$9.83M
|
-$3.18M
|
-22,726
|
-25%
|
|
|
191
|
Financial Symmetry
Raleigh,
North Carolina
|
$9.36M
|
-$56.9K
|
-407
|
-0.6%
|
|
|
192
|
Farther Finance Advisors
San Francisco,
California
|
$9.04M
|
+$4.24M
|
+30,321
|
+90%
|
|
|
193
|
Belpointe Asset Management
Reno,
Nevada
|
$8.93M
|
+$233K
|
+1,664
|
+3%
|
|
|
194
|
SYM Financial Corp
Winona Lake,
Indiana
|
$8.85M
|
+$185K
|
+1,325
|
+2%
|
|
|
195
|
Addison Capital
Conshohocken,
Pennsylvania
|
$8.81M
|
-$68.2K
|
-488
|
-0.8%
|
|
|
196
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$8.6M
|
–
|
–
|
–
|
|
|
197
|
Secure Asset Management
Troy,
Michigan
|
$8.4M
|
+$2.54M
|
+18,159
|
+44%
|
|
|
198
|
Stephens Inc
Little Rock,
Arkansas
|
$8.37M
|
+$983K
|
+7,033
|
+13%
|
|
|
199
|
Capital Group Private Client Services
Los Angeles,
California
|
$8.31M
|
+$968K
|
+6,922
|
+13%
|
|
|
200
|
PDS Planning
Dublin,
Ohio
|
$8.19M
|
+$206K
|
+1,473
|
+3%
|
|
