|
76
|
IEQ Capital
Foster City,
California
|
$23M
|
-$2.86M
|
-15,712
|
-11%
|
|
|
77
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$21.2M
|
+$20.7M
|
+113,701
|
New
|
|
|
78
|
Leavell Investment Management
Mobile,
Alabama
|
$21.2M
|
-$259K
|
-1,425
|
-1%
|
|
|
79
|
Latigo Investments
Fort Lauderdale,
Florida
|
$21M
|
+$79.9K
|
+439
|
+0.4%
|
|
|
80
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$21M
|
+$20.5M
|
+112,549
|
New
|
|
|
81
|
|
$20.6M
|
-$141K
|
-775
|
-0.7%
|
|
|
82
|
Corient Private Wealth
Miami,
Florida
|
$20.5M
|
+$765K
|
+4,204
|
+4%
|
|
|
83
|
Column Capital Advisors
Indianapolis,
Indiana
|
$20.3M
|
+$106K
|
+580
|
+0.5%
|
|
|
84
|
Baker Avenue Asset Management
San Francisco,
California
|
$20.3M
|
+$1.64M
|
+9,003
|
+9%
|
|
|
85
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$20.2M
|
-$1.2M
|
-6,570
|
-6%
|
|
|
86
|
Wade Financial Advisory
Campbell,
California
|
$20.1M
|
-$910
|
-5
|
-0%
|
|
|
87
|
Choreo LLC
Rockford,
Illinois
|
$18.1M
|
-$1.77M
|
-9,705
|
-9%
|
|
|
88
|
TD Capital Management
Memphis,
Tennessee
|
$17.6M
|
-$260K
|
-1,426
|
-1%
|
|
|
89
|
United Capital Financial Advisors
Irving,
Texas
|
$17.6M
|
-$1.46M
|
-8,035
|
-8%
|
|
|
90
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17.5M
|
+$7.46K
|
+41
|
+0%
|
|
|
91
|
Rockefeller Capital Management
New York
|
$16.8M
|
+$3.05M
|
+16,734
|
+23%
|
|
|
92
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$16.8M
|
-$96.5K
|
-530
|
-0.6%
|
|
|
93
|
Franklin Resources
San Mateo,
California
|
$16.7M
|
–
|
–
|
–
|
|
|
94
|
Bank of New York Mellon
New York
|
$16.5M
|
-$3.03M
|
-16,635
|
-16%
|
|
|
95
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.4M
|
-$1.18M
|
-6,500
|
-7%
|
|
|
96
|
SPC Financial Inc
Rockville,
Maryland
|
$16.2M
|
+$3.73M
|
+20,484
|
+31%
|
|
|
97
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$16M
|
+$425K
|
+2,332
|
+3%
|
|
|
98
|
SageView Advisory Group
Newport Beach,
California
|
$15.8M
|
-$51.7K
|
-284
|
-0.3%
|
|
|
99
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.7M
|
-$189K
|
-1,038
|
-1%
|
|
|
100
|
|
$15.3M
|
+$809K
|
+4,442
|
+6%
|
|
