|
201
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$30.2M
|
+$3.75M
|
+27,248
|
+15%
|
|
|
202
|
Forte Capital
Rochester,
New York
|
$30.1M
|
-$412K
|
-2,993
|
-1%
|
|
|
203
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$29.5M
|
+$195K
|
+1,413
|
+0.7%
|
|
|
204
|
Arax Advisory Partners
Denver,
Colorado
|
$29.3M
|
+$665K
|
+4,826
|
+2%
|
|
|
205
|
Kaye Capital Management
El Segundo,
California
|
$28.8M
|
+$28.3M
|
+205,516
|
New
|
|
|
206
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$28.7M
|
+$11.4M
|
+82,463
|
+68%
|
|
|
207
|
INVST
Indianapolis,
Indiana
|
$28.6M
|
-$2.49M
|
-18,087
|
-8%
|
|
|
208
|
Stephens Inc
Little Rock,
Arkansas
|
$28.5M
|
+$2.01M
|
+14,623
|
+8%
|
|
|
209
|
TL Private Wealth
Southlake,
Texas
|
$28.4M
|
-$3.5M
|
-25,389
|
-11%
|
|
|
210
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$28.3M
|
-$2.66M
|
-19,342
|
-9%
|
|
|
211
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$28.2M
|
+$27.7M
|
+201,131
|
New
|
|
|
212
|
Allspring Global Investments
Charlotte,
North Carolina
|
$27.9M
|
+$571K
|
+4,147
|
+2%
|
|
|
213
|
|
$27.8M
|
+$18.5K
|
+134
|
+0.1%
|
|
|
214
|
Valence8 US
Cambridge,
Massachusetts
|
$27.4M
|
+$26.9M
|
+195,223
|
New
|
|
|
215
|
Crane Advisory
Fullerton,
California
|
$27M
|
+$618K
|
+4,488
|
+2%
|
|
|
216
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$27M
|
+$5.6M
|
+40,664
|
+27%
|
|
|
217
|
Regatta Capital Group
El Segundo,
California
|
$26.9M
|
+$18.6M
|
+135,376
|
+240%
|
|
|
218
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$26.6M
|
-$65.7K
|
-477
|
-0.3%
|
|
|
219
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$26.3M
|
+$25.9M
|
+187,693
|
New
|
|
|
220
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$26M
|
+$996K
|
+7,234
|
+4%
|
|
|
221
|
Cresset Asset Management
Chicago,
Illinois
|
$25.9M
|
-$4.83M
|
-35,037
|
-15%
|
|
|
222
|
Creative Financial Designs
Kokomo,
Indiana
|
$25.7M
|
+$1.13M
|
+8,223
|
+5%
|
|
|
223
|
Summit Trail Advisors
New York
|
$25.6M
|
-$29.8M
|
-216,017
|
-54%
|
|
|
224
|
NorthLanding Financial Partners
Rochester,
New York
|
$25.5M
|
+$356K
|
+2,585
|
+1%
|
|
|
225
|
NWAM LLC
Mercer Island,
Washington
|
$25.3M
|
+$182K
|
+1,319
|
+0.7%
|
|
