|
201
|
Seven Post Investment Office
San Francisco,
California
|
$11M
|
+$12.1K
|
+79
|
+0.1%
|
|
|
202
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$11M
|
-$698K
|
-4,574
|
-6%
|
|
|
203
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$11M
|
+$1.58M
|
+10,331
|
+17%
|
|
|
204
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.9M
|
+$2.08M
|
+13,622
|
+24%
|
|
|
205
|
Vise Technologies
New York
|
$10.9M
|
+$8.43M
|
+55,256
|
+388%
|
|
|
206
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.8M
|
+$286K
|
+1,875
|
+3%
|
|
|
207
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.4M
|
+$2.36M
|
+15,476
|
+30%
|
|
|
208
|
FAS Wealth Partners
Leawood,
Kansas
|
$10.4M
|
+$2.61M
|
+17,090
|
+35%
|
|
|
209
|
Empowered Funds
Havertown,
Pennsylvania
|
$10.3M
|
-$1.34M
|
-8,788
|
-12%
|
|
|
210
|
Belpointe Asset Management
Reno,
Nevada
|
$10.2M
|
-$49.9K
|
-327
|
-0.5%
|
|
|
211
|
SYM Financial Corp
Winona Lake,
Indiana
|
$10.1M
|
-$22.6K
|
-148
|
-0.2%
|
|
|
212
|
Financial Symmetry
Raleigh,
North Carolina
|
$10.1M
|
-$94.1K
|
-617
|
-1%
|
|
|
213
|
Atria Investments
Charlotte,
North Carolina
|
$10M
|
+$6.37M
|
+41,751
|
+189%
|
|
|
214
|
Lakewood Asset Management
Naperville,
Illinois
|
$10M
|
+$1.52M
|
+9,962
|
+18%
|
|
|
215
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.9M
|
-$298K
|
-1,951
|
-3%
|
|
|
216
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.86M
|
+$132K
|
+867
|
+1%
|
|
|
217
|
Heritage Investment Group
Pompano Beach,
Florida
|
$9.83M
|
+$850K
|
+5,572
|
+10%
|
|
|
218
|
St Louis Trust
Saint Louis,
Missouri
|
$9.83M
|
-$458
|
-3
|
-0%
|
|
|
219
|
PDS Planning
Dublin,
Ohio
|
$9.77M
|
+$59.8K
|
+392
|
+0.6%
|
|
|
220
|
Venture Visionary Partners
Sylvania,
Ohio
|
$9.7M
|
+$3.05M
|
+19,998
|
+48%
|
|
|
221
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.7M
|
+$85.4K
|
+560
|
+0.9%
|
|
|
222
|
Vestwell Advisors
New York
|
$9.68M
|
–
|
–
|
–
|
|
|
223
|
Mutual Advisors
Omaha,
Nebraska
|
$9.67M
|
+$4.36M
|
+28,585
|
+87%
|
|
|
224
|
Boxwood Ventures
Chicago,
Illinois
|
$9.64M
|
+$5.38M
|
+35,242
|
+135%
|
|
|
225
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$9.57M
|
–
|
–
|
–
|
|
