|
176
|
|
$10.9M
|
+$9.22M
|
+64,106
|
+429%
|
|
|
177
|
Waverly Advisors
Birmingham,
Alabama
|
$10.7M
|
+$961K
|
+6,683
|
+9%
|
|
|
178
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$10.5M
|
+$8.65M
|
+60,113
|
+381%
|
|
|
179
|
Seldon Capital
San Francisco,
California
|
$10.4M
|
-$19.8M
|
-137,588
|
-65%
|
|
|
180
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$10.3M
|
-$103K
|
-715
|
-0.9%
|
|
|
181
|
Empowered Funds
Havertown,
Pennsylvania
|
$10.3M
|
+$10.7M
|
+74,596
|
New
|
|
|
182
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$10.2M
|
+$589K
|
+4,094
|
+6%
|
|
|
183
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
+$16.5K
|
+115
|
+0.2%
|
|
|
184
|
Joel Isaacson & Co
New York
|
$9.87M
|
+$226K
|
+1,573
|
+2%
|
|
|
185
|
Financial Symmetry
Raleigh,
North Carolina
|
$9.8M
|
-$221K
|
-1,539
|
-2%
|
|
|
186
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.74M
|
-$2.95M
|
-20,496
|
-23%
|
|
|
187
|
Seven Post Investment Office
San Francisco,
California
|
$9.7M
|
-$57.1K
|
-397
|
-0.6%
|
|
|
188
|
University of Illinois Foundation
Champaign,
Illinois
|
$9.45M
|
+$9.83M
|
+68,350
|
New
|
|
|
189
|
Sterling Capital Management
Charlotte,
North Carolina
|
$9.34M
|
+$9.71M
|
+67,490
|
New
|
|
|
190
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.25M
|
-$8.05M
|
-55,978
|
-46%
|
|
|
191
|
Belpointe Asset Management
Reno,
Nevada
|
$9.01M
|
+$264K
|
+1,836
|
+3%
|
|
|
192
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.99M
|
-$37.3M
|
-259,299
|
-80%
|
|
|
193
|
SYM Financial Corp
Winona Lake,
Indiana
|
$8.94M
|
+$275K
|
+1,912
|
+3%
|
|
|
194
|
Secure Asset Management
Troy,
Michigan
|
$8.92M
|
+$712K
|
+4,952
|
+8%
|
|
|
195
|
Apella Capital
West Hartford,
Connecticut
|
$8.63M
|
+$243K
|
+1,688
|
+3%
|
|
|
196
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.57M
|
+$1.59M
|
+11,058
|
+22%
|
|
|
197
|
PDS Planning
Dublin,
Ohio
|
$8.56M
|
+$551K
|
+3,830
|
+7%
|
|
|
198
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$8.55M
|
+$1.79M
|
+12,434
|
+27%
|
|
|
199
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.47M
|
+$822K
|
+5,712
|
+10%
|
|
|
200
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$8.44M
|
–
|
–
|
–
|
|
