|
151
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$6.9M
|
-$431K
|
-4,521
|
-6%
|
|
|
152
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$6.84M
|
+$5.63M
|
+59,061
|
+466%
|
|
|
153
|
Cary Street Partners
Richmond,
Virginia
|
$6.8M
|
-$80.3K
|
-842
|
-1%
|
|
|
154
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.73M
|
-$10.6K
|
-111
|
-0.2%
|
|
|
155
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$6.7M
|
+$112K
|
+1,172
|
+2%
|
|
|
156
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$6.69M
|
+$350K
|
+3,677
|
+5%
|
|
|
157
|
Oppenheimer & Co
New York
|
$6.62M
|
+$452K
|
+4,741
|
+7%
|
|
|
158
|
Apeiron RIA
Dallas,
Texas
|
$6.59M
|
-$559K
|
-5,868
|
-8%
|
|
|
159
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.57M
|
+$1.32M
|
+13,810
|
+25%
|
|
|
160
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$6.44M
|
+$444K
|
+4,662
|
+7%
|
|
|
161
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.36M
|
+$495K
|
+5,196
|
+8%
|
|
|
162
|
Corient Private Wealth
Miami,
Florida
|
$6.32M
|
-$35.2M
|
-369,487
|
-85%
|
|
|
163
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$6.28M
|
+$3.75M
|
+39,347
|
+144%
|
|
|
164
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$6.19M
|
+$3.33M
|
+34,886
|
+115%
|
|
|
165
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.18M
|
+$1.69M
|
+17,730
|
+37%
|
|
|
166
|
CSM Advisors
Warrendale,
Pennsylvania
|
$6.03M
|
+$6.1M
|
+64,020
|
New
|
|
|
167
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.99M
|
+$6.05M
|
+63,511
|
New
|
|
|
168
|
Linscomb Wealth
Houston,
Texas
|
$5.91M
|
-$1.4M
|
-14,685
|
-19%
|
|
|
169
|
William Blair & Company
Chicago,
Illinois
|
$5.88M
|
+$3.73M
|
+39,175
|
+169%
|
|
|
170
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.76M
|
+$4.61M
|
+48,376
|
+379%
|
|
|
171
|
Fiduciary Group
Savannah,
Georgia
|
$5.64M
|
+$286K
|
+2,997
|
+5%
|
|
|
172
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.59M
|
+$286K
|
+3,001
|
+5%
|
|
|
173
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5.46M
|
+$1.93M
|
+20,235
|
+54%
|
|
|
174
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.31M
|
+$565K
|
+5,923
|
+11%
|
|
|
175
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$5.25M
|
+$80.6K
|
+846
|
+2%
|
|
