|
201
|
Bristlecone Advisors
Bellevue,
Washington
|
$41M
|
+$892K
|
+9,129
|
+2%
|
|
|
202
|
NEOS Investment Management
Westport,
Connecticut
|
$40.9M
|
+$8.74M
|
+89,441
|
+27%
|
|
|
203
|
Buck Wealth Strategies
Denver,
Colorado
|
$40.7M
|
+$22.8M
|
+233,274
|
+131%
|
|
|
204
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$40.4M
|
+$392K
|
+4,010
|
+1%
|
|
|
205
|
Gridiron Partners
Wexford,
Pennsylvania
|
$40.2M
|
–
|
–
|
–
|
|
|
206
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$40.2M
|
+$307K
|
+3,136
|
+0.8%
|
|
|
207
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$39.9M
|
+$2.22M
|
+22,661
|
+6%
|
|
|
208
|
Private Advisor Group
Morristown,
New Jersey
|
$39.7M
|
-$3.02M
|
-30,883
|
-7%
|
|
|
209
|
TD Private Client Wealth
New York
|
$39.7M
|
+$2.19M
|
+22,383
|
+6%
|
|
|
210
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$39.3M
|
-$4.68M
|
-47,855
|
-11%
|
|
|
211
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$39.3M
|
+$375K
|
+3,833
|
+1%
|
|
|
212
|
Equitable Holdings
New York
|
$39.2M
|
-$3.26M
|
-33,312
|
-8%
|
|
|
213
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$39.1M
|
+$115K
|
+1,174
|
+0.3%
|
|
|
214
|
Twele Capital Management
Minnetonka,
Minnesota
|
$39.1M
|
-$1.09M
|
-11,111
|
-3%
|
|
|
215
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$39.1M
|
+$10.6M
|
+107,990
|
+38%
|
|
|
216
|
Single Point Partners
Boston,
Massachusetts
|
$38.7M
|
+$521K
|
+5,325
|
+1%
|
|
|
217
|
Abound Wealth Management
Franklin,
Tennessee
|
$38.5M
|
+$2.28M
|
+23,289
|
+6%
|
|
|
218
|
First Washington Corp
Seattle,
Washington
|
$38M
|
+$5.81M
|
+59,448
|
+18%
|
|
|
219
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$37.8M
|
-$1.18M
|
-12,073
|
-3%
|
|
|
220
|
First Business Financial Services
Madison,
Wisconsin
|
$37.6M
|
-$3.6M
|
-36,856
|
-9%
|
|
|
221
|
Fort Point Capital Partners
San Francisco,
California
|
$37.4M
|
+$2.35M
|
+24,089
|
+7%
|
|
|
222
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$37.4M
|
+$351K
|
+3,586
|
+1%
|
|
|
223
|
Prentice Wealth Management
Rochester,
New York
|
$37.4M
|
-$6.83M
|
-69,879
|
-16%
|
|
|
224
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$37.3M
|
+$4.01M
|
+41,028
|
+12%
|
|
|
225
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37.2M
|
+$4.13M
|
+42,230
|
+13%
|
|
