|
126
|
Pasadena Private Wealth
Pasadena,
California
|
$44.3M
|
+$1.04M
|
+7,260
|
+2%
|
|
|
127
|
Oxford Financial Group
Carmel,
Indiana
|
$44.2M
|
-$299K
|
-2,092
|
-0.7%
|
|
|
128
|
Empirical Wealth Management
Seattle,
Washington
|
$44.1M
|
+$2.18M
|
+15,294
|
+5%
|
|
|
129
|
Trilogy Capital
Irvine,
California
|
$43.9M
|
-$1.05M
|
-7,352
|
-2%
|
|
|
130
|
Baystate Wealth Management
Boston,
Massachusetts
|
$43.8M
|
+$1.15M
|
+8,061
|
+3%
|
|
|
131
|
Summit Financial
Parsippany,
New Jersey
|
$42.8M
|
+$391K
|
+2,735
|
+0.9%
|
|
|
132
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$42.3M
|
+$2.63M
|
+18,445
|
+7%
|
|
|
133
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$42M
|
+$3.17M
|
+22,180
|
+9%
|
|
|
134
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$41.9M
|
-$280K
|
-1,958
|
-0.7%
|
|
|
135
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$41.4M
|
+$1.3M
|
+9,119
|
+3%
|
|
|
136
|
|
$41.1M
|
+$2.01M
|
+14,046
|
+5%
|
|
|
137
|
Rockefeller Capital Management
New York
|
$41M
|
+$3.91M
|
+27,359
|
+11%
|
|
|
138
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$40.7M
|
+$2.45M
|
+17,180
|
+7%
|
|
|
139
|
Roosevelt Investment Group
New York
|
$40.7M
|
-$5.6M
|
-39,191
|
-12%
|
|
|
140
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$40.6M
|
+$39.8M
|
+278,644
|
New
|
|
|
141
|
3D/L Capital Management
Hartford,
Connecticut
|
$40.5M
|
-$344K
|
-2,406
|
-0.9%
|
|
|
142
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$40.1M
|
+$6.76M
|
+47,319
|
+21%
|
|
|
143
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$38.9M
|
-$347K
|
-2,431
|
-0.9%
|
|
|
144
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$38.5M
|
+$37.1M
|
+259,942
|
+14,948%
|
|
|
145
|
WealthOne
Albany,
New York
|
$38.3M
|
+$4.63M
|
+32,420
|
+14%
|
|
|
146
|
MTC Wealth Management
Tampa,
Florida
|
$37.7M
|
+$1.1M
|
+7,675
|
+3%
|
|
|
147
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$37.7M
|
+$36.6M
|
+256,048
|
New
|
|
|
148
|
Avantax Advisory Services
Dallas,
Texas
|
$37.2M
|
+$3.85M
|
+26,992
|
+12%
|
|
|
149
|
Affinity Capital Advisors
Berkeley,
California
|
$37M
|
+$2.1M
|
+14,689
|
+6%
|
|
|
150
|
Libra Wealth
Los Gatos,
California
|
$36.8M
|
+$22.3M
|
+156,012
|
New
|
|
