|
101
|
Rockefeller Capital Management
New York
|
$14.7M
|
+$2.47M
|
+11,541
|
+21%
|
|
|
102
|
Wealth Architects
Mountain View,
California
|
$14.6M
|
-$406K
|
-1,894
|
-3%
|
|
|
103
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14.5M
|
+$140K
|
+652
|
+1%
|
|
|
104
|
Alesco Advisors
Pittsford,
New York
|
$14.2M
|
-$103K
|
-480
|
-0.7%
|
|
|
105
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$14.1M
|
+$59.8K
|
+279
|
+0.4%
|
|
|
106
|
Royal Fund Management
Lady Lake,
Florida
|
$13.6M
|
+$536K
|
+2,499
|
+4%
|
|
|
107
|
|
$13.5M
|
-$1.24M
|
-5,770
|
-9%
|
|
|
108
|
Chatham Capital Group
Savannah,
Georgia
|
$13.1M
|
-$28.3K
|
-132
|
-0.2%
|
|
|
109
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.9M
|
-$4.07K
|
-19
|
-0%
|
|
|
110
|
Tiedemann Advisors
New York
|
$12.6M
|
–
|
–
|
–
|
|
|
111
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$12.3M
|
+$11.9M
|
+55,486
|
New
|
|
|
112
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$12.2M
|
+$11.8M
|
+55,201
|
New
|
|
|
113
|
Resource Planning Group
Atlanta,
Georgia
|
$12.1M
|
-$635K
|
-2,961
|
-5%
|
|
|
114
|
Atria Investments
Charlotte,
North Carolina
|
$11.8M
|
+$10.1M
|
+47,008
|
+719%
|
|
|
115
|
HeadInvest LLC
Portland,
Maine
|
$11.5M
|
-$142K
|
-660
|
-1%
|
|
|
116
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$11.4M
|
+$341K
|
+1,590
|
+3%
|
|
|
117
|
MY Wealth Management
Germantown,
Maryland
|
$11.2M
|
+$10.8M
|
+50,456
|
New
|
|
|
118
|
Mercer Global Advisors
Denver,
Colorado
|
$11M
|
+$131K
|
+609
|
+1%
|
|
|
119
|
Financial Advisory Group
Houston,
Texas
|
$10.9M
|
-$60K
|
-280
|
-0.6%
|
|
|
120
|
WhitTier Trust Company
Reno,
Nevada
|
$10.7M
|
-$59K
|
-275
|
-0.6%
|
|
|
121
|
SC&H Financial Advisors
Sparks,
Maryland
|
$10.6M
|
+$10.3M
|
+48,145
|
New
|
|
|
122
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10.6M
|
+$1.56M
|
+7,276
|
+18%
|
|
|
123
|
Fusion Family Wealth
Woodbury,
New York
|
$10.5M
|
+$14.2K
|
+66
|
+0.1%
|
|
|
124
|
Amtrust Financial Services
New York
|
$10.1M
|
+$9.82M
|
+45,800
|
New
|
|
|
125
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$9.82M
|
-$407K
|
-1,898
|
-4%
|
|
