|
126
|
Blue Edge Capital
Richmond,
Virginia
|
$34.4M
|
+$340K
|
+9,252
|
+1%
|
|
|
127
|
Cambridge Associates
Boston,
Massachusetts
|
$34.2M
|
+$831K
|
+22,602
|
+2%
|
|
|
128
|
RMR Wealth Builders
Montclair,
New Jersey
|
$33.7M
|
+$1.59M
|
+43,272
|
+5%
|
|
|
129
|
Steward Partners Investment Advisory
New York
|
$33.4M
|
+$2.84M
|
+77,112
|
+9%
|
|
|
130
|
Pathstone Family Office
Englewood,
New Jersey
|
$32.7M
|
+$22.6M
|
+613,176
|
+177%
|
|
|
131
|
Rezny Wealth Management
Fort Myers,
Florida
|
$32.4M
|
-$253K
|
-6,870
|
-0.7%
|
|
|
132
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$32M
|
-$983K
|
-26,730
|
-3%
|
|
|
133
|
Total Wealth Planning
Cincinnati,
Ohio
|
$31.6M
|
+$1.53M
|
+41,604
|
+5%
|
|
|
134
|
Partners in Financial Planning
Salem,
Virginia
|
$31.5M
|
-$1.6M
|
-43,548
|
-5%
|
|
|
135
|
Allworth Financial
Folsom,
California
|
$30.9M
|
-$994K
|
-27,024
|
-3%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.9M
|
+$12.5M
|
+340,464
|
+29%
|
|
|
137
|
TMD Wealth Management
Scottsdale,
Arizona
|
$30.4M
|
-$1.39M
|
-37,860
|
-4%
|
|
|
138
|
Procyon Advisors
Shelton,
Connecticut
|
$30.3M
|
+$1.75M
|
+47,478
|
+6%
|
|
|
139
|
TL Private Wealth
Southlake,
Texas
|
$30M
|
+$4.03M
|
+109,602
|
+15%
|
|
|
140
|
Grimes & Company
Westborough,
Massachusetts
|
$30M
|
-$500K
|
-13,596
|
-2%
|
|
|
141
|
WealthOne
Albany,
New York
|
$29.6M
|
-$413K
|
-11,220
|
-1%
|
|
|
142
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.4M
|
-$5.6M
|
-152,142
|
-16%
|
|
|
143
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$28.8M
|
+$5.09M
|
+138,390
|
+21%
|
|
|
144
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$28.4M
|
+$1.97M
|
+53,490
|
+7%
|
|
|
145
|
Permanens Capital
New York
|
$28.4M
|
-$9.42M
|
-256,008
|
-24%
|
|
|
146
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$27.8M
|
–
|
–
|
–
|
|
|
147
|
Bessemer Group
Woodbridge,
New Jersey
|
$27.7M
|
-$12.9M
|
-352,020
|
-31%
|
|
|
148
|
Nadler Financial Group
Deerfield,
Illinois
|
$27.7M
|
+$4.63M
|
+125,742
|
+19%
|
|
|
149
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$27.4M
|
-$531K
|
-14,430
|
-2%
|
|
|
150
|
Condor Capital Management
Martinsville,
New Jersey
|
$27.2M
|
+$1.35M
|
+36,720
|
+5%
|
|
