|
126
|
Corient Private Wealth
Miami,
Florida
|
$24.8M
|
-$17.3M
|
-331,976
|
-42%
|
|
|
127
|
Spire Wealth Management
Mclean,
Virginia
|
$24.8M
|
-$1.05M
|
-20,164
|
-4%
|
|
|
128
|
Mariner
Overland Park,
Kansas
|
$23.7M
|
-$3.81M
|
-73,399
|
-14%
|
|
|
129
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$23.6M
|
+$703K
|
+13,528
|
+3%
|
|
|
130
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$23.5M
|
-$589K
|
-11,326
|
-3%
|
|
|
131
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.4M
|
+$350K
|
+6,740
|
+2%
|
|
|
132
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$23.2M
|
+$55.4K
|
+1,065
|
+0.2%
|
|
|
133
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$23.1M
|
-$331K
|
-6,369
|
-1%
|
|
|
134
|
NewEdge Advisors
New Orleans,
Louisiana
|
$23.1M
|
-$3.15M
|
-60,555
|
-12%
|
|
|
135
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$22.1M
|
+$547K
|
+10,527
|
+3%
|
|
|
136
|
Rezny Wealth Management
Fort Myers,
Florida
|
$22M
|
+$1.01M
|
+19,362
|
+5%
|
|
|
137
|
Clarity Financial
Houston,
Texas
|
$21.8M
|
+$255K
|
+4,905
|
+1%
|
|
|
138
|
Karpus Investment Management
Pittsford,
New York
|
$21.8M
|
+$52
|
+1
|
+0%
|
|
|
139
|
Westwood Holdings Group
Dallas,
Texas
|
$21.5M
|
+$20.8M
|
+400,235
|
New
|
|
|
140
|
Capital Advantage
Walnut Creek,
California
|
$21.3M
|
-$404K
|
-7,773
|
-2%
|
|
|
141
|
Steward Partners Investment Advisory
New York
|
$21.1M
|
+$3.93M
|
+75,673
|
+24%
|
|
|
142
|
William Blair & Company
Chicago,
Illinois
|
$21M
|
-$8.06M
|
-155,103
|
-28%
|
|
|
143
|
Citizens Financial Group
Providence,
Rhode Island
|
$20.9M
|
-$1.11M
|
-21,361
|
-5%
|
|
|
144
|
Keystone Global Partners
Denver,
Colorado
|
$20.7M
|
+$1.29M
|
+24,791
|
+7%
|
|
|
145
|
EP Wealth Advisors
Torrance,
California
|
$20.4M
|
+$743K
|
+14,299
|
+4%
|
|
|
146
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.3M
|
+$1.29M
|
+24,916
|
+7%
|
|
|
147
|
Gotham Asset Management
New York
|
$20.1M
|
+$11.2M
|
+214,555
|
+133%
|
|
|
148
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$19.4M
|
+$7.97M
|
+153,284
|
+74%
|
|
|
149
|
Merit Financial Group
Alpharetta,
Georgia
|
$19.1M
|
+$1.06M
|
+20,305
|
+6%
|
|
|
150
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
+$9.09M
|
+174,802
|
+99%
|
|
