|
251
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$27M
|
+$1.64M
|
+17,010
|
+7%
|
|
|
252
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$26.8M
|
+$1.15M
|
+11,926
|
+5%
|
|
|
253
|
Passaic Partners
Newark,
New Jersey
|
$26.7M
|
+$439K
|
+4,547
|
+2%
|
|
|
254
|
Schroder Investment Management Group
London,
United Kingdom
|
$26.7M
|
-$20.6M
|
-213,326
|
-44%
|
|
|
255
|
Regions Financial Corp
Birmingham,
Alabama
|
$26.6M
|
+$2.17M
|
+22,525
|
+9%
|
|
|
256
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$26.4M
|
+$1.64M
|
+17,034
|
+7%
|
|
|
257
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$25.8M
|
-$10.2M
|
-106,017
|
-29%
|
|
|
258
|
Kestra Advisory Services
Austin,
Texas
|
$25.8M
|
+$2.88M
|
+29,823
|
+11%
|
|
|
259
|
First Bank & Trust
Brookings,
South Dakota
|
$25.7M
|
+$1.84M
|
+19,107
|
+8%
|
|
|
260
|
Astoria Strategic Wealth
Conroe,
Texas
|
$25.6M
|
+$61.1K
|
+633
|
+0.2%
|
|
|
261
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$25.4M
|
+$18.4M
|
+190,914
|
+271%
|
|
|
262
|
Walker Financial Services
Bowling Green,
Kentucky
|
$25M
|
+$3.83M
|
+39,661
|
+18%
|
|
|
263
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$24.9M
|
+$430K
|
+4,451
|
+2%
|
|
|
264
|
MV Capital Management
Bethesda,
Maryland
|
$24.6M
|
+$259K
|
+2,678
|
+1%
|
|
|
265
|
First Foundation Advisors
Irvine,
California
|
$24.5M
|
+$3.43M
|
+35,573
|
+16%
|
|
|
266
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$24.5M
|
+$1.1M
|
+11,405
|
+5%
|
|
|
267
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$24.4M
|
+$722K
|
+7,476
|
+3%
|
|
|
268
|
Perigon Wealth Management
San Francisco,
California
|
$24.4M
|
-$629K
|
-6,511
|
-3%
|
|
|
269
|
Hancock Whitney
Gulfport,
Mississippi
|
$24.4M
|
+$2.06M
|
+21,298
|
+9%
|
|
|
270
|
Lazard Asset Management
New York
|
$24.3M
|
–
|
–
|
–
|
|
|
271
|
|
$24.1M
|
+$24M
|
+248,154
|
New
|
|
|
272
|
Parkside Advisors
Berkeley,
California
|
$24M
|
+$759K
|
+7,863
|
+3%
|
|
|
273
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$23.9M
|
+$190K
|
+1,970
|
+0.8%
|
|
|
274
|
Life Line Wealth Management
Beverly Hills,
California
|
$23.9M
|
+$23.4M
|
+242,093
|
+5,587%
|
|
|
275
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.9M
|
+$2.87M
|
+29,732
|
+14%
|
|
