|
301
|
Evermay Wealth Management
Arlington,
Virginia
|
5,52 Mio. $
|
+4,52 Mio. $
|
+76.435
|
+444 %
|
|
|
302
|
Americana Partners
Houston,
Texas
|
5,5 Mio. $
|
+4,47 Mio. $
|
+75.677
|
+430 %
|
|
|
303
|
Montecito Bank & Trust
Santa Barbara,
California
|
5,5 Mio. $
|
-478.534 $
|
-8.099
|
-8 %
|
|
|
304
|
Hexagon Capital Partners
Rogers,
Arkansas
|
5,49 Mio. $
|
+196.223 $
|
+3.321
|
+4 %
|
|
|
305
|
Plan A Wealth
Lincoln,
Nebraska
|
5,48 Mio. $
|
+642.201 $
|
+10.869
|
+13 %
|
|
|
306
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
5,46 Mio. $
|
+234.688 $
|
+3.972
|
+4 %
|
|
|
307
|
Robertson Stephens Wealth Management
San Francisco,
California
|
5,43 Mio. $
|
-588.788 $
|
-9.965
|
-10 %
|
|
|
308
|
Downshift Financial
Boulder,
Colorado
|
5,4 Mio. $
|
-1,14 Mio. $
|
-19.318
|
-17 %
|
|
|
309
|
Equitable Holdings
New York
|
5,38 Mio. $
|
+3,45 Mio. $
|
+58.396
|
+178 %
|
|
|
310
|
Gotham Asset Management
New York
|
5,3 Mio. $
|
–
|
–
|
–
|
|
|
311
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
5,28 Mio. $
|
+989.388 $
|
+16.745
|
+23 %
|
|
|
312
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
5,17 Mio. $
|
-109.545 $
|
-1.854
|
-2 %
|
|
|
313
|
Curi RMB Capital
Chicago,
Illinois
|
5,14 Mio. $
|
+359.181 $
|
+6.079
|
+7 %
|
|
|
314
|
Vertex Investment Solutions
Chiyoda-Ku,
|
5,14 Mio. $
|
+301.337 $
|
+5.100
|
+6 %
|
|
|
315
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
5,13 Mio. $
|
+509.377 $
|
+8.621
|
+11 %
|
|
|
316
|
RFG Advisory
Birmingham,
Alabama
|
5,13 Mio. $
|
-1,39 Mio. $
|
-23.465
|
-21 %
|
|
|
317
|
Mercer Global Advisors
Denver,
Colorado
|
5,1 Mio. $
|
+453.718 $
|
+7.679
|
+10 %
|
|
|
318
|
Stableford Capital II
Scottsdale,
Arizona
|
5,09 Mio. $
|
-2,05 Mio. $
|
-34.672
|
-29 %
|
|
|
319
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
5,08 Mio. $
|
+423.644 $
|
+7.170
|
+9 %
|
|
|
320
|
Prime Buchholz
Portsmouth,
New Hampshire
|
5,07 Mio. $
|
+966.404 $
|
+16.356
|
+23 %
|
|
|
321
|
CVS Health
Woonsocket,
Rhode Island
|
5,01 Mio. $
|
–
|
–
|
–
|
|
|
322
|
Wealthfront Advisers
Palo Alto,
California
|
4,99 Mio. $
|
+404.914 $
|
+6.853
|
+9 %
|
|
|
323
|
Blume Capital Management
Berkeley,
California
|
4,95 Mio. $
|
+203.845 $
|
+3.450
|
+4 %
|
|
|
324
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
4,92 Mio. $
|
-130.402 $
|
-2.207
|
-3 %
|
|
|
325
|
Advisory Services Network
Atlanta,
Georgia
|
4,79 Mio. $
|
+556.291 $
|
+9.415
|
+13 %
|
|
