|
151
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18.4M
|
+$1.96M
|
+16,493
|
+12%
|
|
|
152
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$18M
|
-$282K
|
-2,379
|
-2%
|
|
|
153
|
Annandale Capital
Dallas,
Texas
|
$17.9M
|
+$1.36M
|
+11,498
|
+8%
|
|
|
154
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$17.5M
|
+$1.65M
|
+13,903
|
+10%
|
|
|
155
|
EPG Wealth Management
Atlanta,
Georgia
|
$17.1M
|
-$16.8M
|
-141,664
|
Closed
|
|
|
156
|
|
$17.1M
|
-$988K
|
-8,330
|
-5%
|
|
|
157
|
Merit Financial Group
Alpharetta,
Georgia
|
$17.1M
|
+$402K
|
+3,386
|
+2%
|
|
|
158
|
Ariston Services Group
San Diego,
California
|
$17.1M
|
–
|
–
|
–
|
|
|
159
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$17M
|
+$17M
|
+143,162
|
New
|
|
|
160
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$16.9M
|
-$690K
|
-5,817
|
-4%
|
|
|
161
|
Wealthspire Advisors (New York)
New York
|
$16.9M
|
-$1.02M
|
-8,618
|
-6%
|
|
|
162
|
William Blair & Company
Chicago,
Illinois
|
$16.8M
|
-$121K
|
-1,023
|
-0.7%
|
|
|
163
|
Northside Capital Management
Hood River,
Oregon
|
$16.4M
|
–
|
–
|
–
|
|
|
164
|
Investment Advisory Group
Hanover,
Massachusetts
|
$16.4M
|
+$1.16M
|
+9,755
|
+8%
|
|
|
165
|
Bessemer Group
Woodbridge,
New Jersey
|
$16.2M
|
+$151K
|
+1,273
|
+0.9%
|
|
|
166
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$16.2M
|
-$3.91M
|
-32,959
|
-19%
|
|
|
167
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$16.2M
|
+$1.93M
|
+16,287
|
+14%
|
|
|
168
|
Northern Trust
Chicago,
Illinois
|
$16.1M
|
-$2.93M
|
-24,732
|
-15%
|
|
|
169
|
Hardy Reed
Tupelo,
Mississippi
|
$16.1M
|
+$2.08M
|
+17,508
|
+15%
|
|
|
170
|
Principle Wealth Partners
Madison,
Connecticut
|
$16M
|
+$584K
|
+4,922
|
+4%
|
|
|
171
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15.9M
|
+$83.6K
|
+705
|
+0.5%
|
|
|
172
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$15.6M
|
+$260K
|
+2,194
|
+2%
|
|
|
173
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$15.5M
|
+$32.3K
|
+272
|
+0.2%
|
|
|
174
|
Cresset Asset Management
Chicago,
Illinois
|
$15.5M
|
+$1.34M
|
+11,325
|
+9%
|
|
|
175
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$15.5M
|
+$1.49M
|
+12,555
|
+11%
|
|
