|
101
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$26.3M
|
-$662K
|
-13,547
|
-2%
|
|
|
102
|
BIP Alliance
Atlanta,
Georgia
|
$26.1M
|
-$3.66K
|
-75
|
-0%
|
|
|
103
|
Fort Point Capital Partners
San Francisco,
California
|
$26.1M
|
-$2.7M
|
-55,326
|
-9%
|
|
|
104
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$26.1M
|
-$1.17M
|
-24,029
|
-4%
|
|
|
105
|
AlphaCore Capital
La Jolla,
California
|
$25.9M
|
+$25.2M
|
+516,747
|
+4,724%
|
|
|
106
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.3M
|
+$1.81M
|
+37,148
|
+8%
|
|
|
107
|
Lazard Asset Management
New York
|
$25.1M
|
–
|
–
|
–
|
|
|
108
|
One Wealth Advisors
San Francisco,
California
|
$24.6M
|
-$2.29M
|
-46,816
|
-9%
|
|
|
109
|
NewEdge Advisors
New Orleans,
Louisiana
|
$23.9M
|
+$3.85M
|
+78,777
|
+19%
|
|
|
110
|
|
$23.7M
|
+$18.4M
|
+376,949
|
+356%
|
|
|
111
|
Jordan Park Group
San Francisco,
California
|
$23.6M
|
+$702K
|
+14,361
|
+3%
|
|
|
112
|
Quotient Wealth Partners
Dallas,
Texas
|
$23.5M
|
+$831K
|
+17,010
|
+4%
|
|
|
113
|
HT Partners
Centerbrook,
Connecticut
|
$21.7M
|
+$9.84M
|
+201,418
|
+84%
|
|
|
114
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.6M
|
-$411K
|
-8,416
|
-2%
|
|
|
115
|
a16z Perennial Management
Menlo Park,
California
|
$21.4M
|
–
|
–
|
–
|
|
|
116
|
Regimen Wealth
Atlanta,
Georgia
|
$21.3M
|
+$19.6M
|
+400,759
|
+1,194%
|
|
|
117
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$20.5M
|
+$2.12M
|
+43,452
|
+12%
|
|
|
118
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$19.7M
|
–
|
–
|
–
|
|
|
119
|
Jump Financial
Chicago,
Illinois
|
$19.6M
|
+$19.5M
|
+400,000
|
New
|
|
|
120
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$19.3M
|
-$217K
|
-4,445
|
-1%
|
|
|
121
|
Colony Family Offices
Charlotte,
North Carolina
|
$19.1M
|
+$2.57M
|
+52,704
|
+16%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$19M
|
+$1.59M
|
+32,455
|
+9%
|
|
|
123
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$18.6M
|
+$1.49M
|
+30,477
|
+9%
|
|
|
124
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$18.6M
|
-$9.73M
|
-199,264
|
-34%
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.3M
|
+$3.37M
|
+68,962
|
+23%
|
|
