|
226
|
LGL Partners
Philadelphia,
Pennsylvania
|
$45.1M
|
+$135K
|
+610
|
+0.3%
|
|
|
227
|
Cedar Wealth Management
Walnut Creek,
California
|
$45.1M
|
+$243K
|
+1,099
|
+0.5%
|
|
|
228
|
GM Advisory Group
Melville,
New York
|
$44.8M
|
+$3.05M
|
+13,769
|
+7%
|
|
|
229
|
Park Avenue Securities
New York
|
$44.8M
|
-$2.46M
|
-11,093
|
-5%
|
|
|
230
|
Hassell Wealth Management
Houma,
Louisiana
|
$44.5M
|
+$1.99M
|
+8,991
|
+4%
|
|
|
231
|
Pinnacle Associates
New York
|
$44.5M
|
+$1.46M
|
+6,617
|
+3%
|
|
|
232
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$44.2M
|
-$20.6M
|
-93,200
|
-31%
|
|
|
233
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$43.9M
|
-$4.98M
|
-22,495
|
-10%
|
|
|
234
|
Avantax Advisory Services
Dallas,
Texas
|
$43.5M
|
+$1.34M
|
+6,039
|
+3%
|
|
|
235
|
William Blair & Company
Chicago,
Illinois
|
$42.6M
|
+$3.19M
|
+14,427
|
+8%
|
|
|
236
|
Bessemer Group
Woodbridge,
New Jersey
|
$42.6M
|
+$2.12M
|
+9,577
|
+5%
|
|
|
237
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$42.5M
|
+$6.66M
|
+30,100
|
+18%
|
|
|
238
|
Omnia Family Wealth
Aventura,
Florida
|
$42.2M
|
+$1.21M
|
+5,483
|
+3%
|
|
|
239
|
Morningstar Investment Management
Chicago,
Illinois
|
$42.1M
|
+$1.3M
|
+5,870
|
+3%
|
|
|
240
|
Cypress Capital
Franklin,
Tennessee
|
$42.1M
|
-$2.19M
|
-9,907
|
-5%
|
|
|
241
|
Jones Financial Companies
Des Peres,
Missouri
|
$42M
|
+$468K
|
+2,116
|
+1%
|
|
|
242
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$41.9M
|
-$517K
|
-2,337
|
-0%
|
|
|
243
|
Plancorp LLC
Saint Louis,
Missouri
|
$41.8M
|
+$14M
|
+63,401
|
+48%
|
|
|
244
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$41.3M
|
+$1.75M
|
+7,893
|
+4%
|
|
|
245
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$41.3M
|
+$7.13M
|
+32,191
|
+20%
|
|
|
246
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$41.3M
|
+$1.57M
|
+7,076
|
+4%
|
|
|
247
|
University of Maryland Foundation
Adelphi,
Maryland
|
$41.3M
|
–
|
–
|
–
|
|
|
248
|
Wade Financial Advisory
Campbell,
California
|
$41.2M
|
+$459K
|
+2,072
|
+1%
|
|
|
249
|
Atria Wealth Solutions
New York
|
$40.9M
|
+$919K
|
+4,153
|
+2%
|
|
|
250
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.9M
|
-$410K
|
-1,853
|
-1%
|
|
