|
126
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$36.4M
|
+$13.3M
|
+96,823
|
+58%
|
|
|
127
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$36.1M
|
-$1.19M
|
-8,664
|
-3%
|
|
|
128
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$35.9M
|
-$4.1M
|
-29,815
|
-10%
|
|
|
129
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$35.8M
|
+$35.6M
|
+259,108
|
+25,035%
|
|
|
130
|
Financial Advisors Network
Tustin,
California
|
$35.3M
|
+$1.14M
|
+8,314
|
+3%
|
|
|
131
|
Summit Trail Advisors
New York
|
$35M
|
+$26.1M
|
+190,114
|
+296%
|
|
|
132
|
State Street
Boston,
Massachusetts
|
$34.6M
|
+$188K
|
+1,370
|
+0.5%
|
|
|
133
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$33.9M
|
+$2.31M
|
+16,841
|
+7%
|
|
|
134
|
|
$33.6M
|
+$1.56M
|
+11,347
|
+5%
|
|
|
135
|
Brookstone Capital Management
Wheaton,
Illinois
|
$32.9M
|
+$11.7M
|
+85,196
|
+56%
|
|
|
136
|
MTC Wealth Management
Tampa,
Florida
|
$32.7M
|
+$159K
|
+1,158
|
+0.5%
|
|
|
137
|
Allworth Financial
Folsom,
California
|
$32.6M
|
-$682K
|
-4,965
|
-2%
|
|
|
138
|
Private Capital Group
West Hartford,
Connecticut
|
$32.1M
|
+$634K
|
+4,617
|
+2%
|
|
|
139
|
Affinity Capital Advisors
Berkeley,
California
|
$31.7M
|
+$2.33M
|
+16,965
|
+8%
|
|
|
140
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$31.7M
|
+$42.3K
|
+308
|
+0.1%
|
|
|
141
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$31.6M
|
+$2.5M
|
+18,173
|
+9%
|
|
|
142
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$30.8M
|
+$3.26M
|
+23,729
|
+12%
|
|
|
143
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$30.5M
|
+$1.22M
|
+8,891
|
+4%
|
|
|
144
|
Partners in Financial Planning
Salem,
Virginia
|
$30.3M
|
+$30.3M
|
+220,434
|
New
|
|
|
145
|
WealthOne
Albany,
New York
|
$30.3M
|
+$1.37M
|
+9,984
|
+5%
|
|
|
146
|
Total Wealth Planning
Cincinnati,
Ohio
|
$29.7M
|
+$468K
|
+3,403
|
+2%
|
|
|
147
|
Ferris Capital
Marlborough,
Massachusetts
|
$29.7M
|
+$29.1M
|
+211,906
|
+4,802%
|
|
|
148
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$29.7M
|
+$859K
|
+6,255
|
+3%
|
|
|
149
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$29.5M
|
+$4.2M
|
+30,574
|
+17%
|
|
|
150
|
Avantax Advisory Services
Dallas,
Texas
|
$29.4M
|
+$2.82M
|
+20,546
|
+11%
|
|
