|
301
|
Courier Capital
Buffalo,
New York
|
$12.3M
|
+$280K
|
+3,856
|
+2%
|
|
|
302
|
Breakwater Investment Management
Seattle,
Washington
|
$12.2M
|
+$12.2M
|
+167,808
|
New
|
|
|
303
|
Rebalance
Palo Alto,
California
|
$12.1M
|
+$787K
|
+10,849
|
+7%
|
|
|
304
|
PDS Planning
Dublin,
Ohio
|
$12.1M
|
+$176K
|
+2,430
|
+1%
|
|
|
305
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$11.8M
|
+$3.51M
|
+48,419
|
+42%
|
|
|
306
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$11.8M
|
-$7.15M
|
-98,487
|
-38%
|
|
|
307
|
Blume Capital Management
Berkeley,
California
|
$11.8M
|
+$11.6K
|
+160
|
+0.1%
|
|
|
308
|
Gould Capital
Tacoma,
Washington
|
$11.8M
|
+$984K
|
+13,559
|
+9%
|
|
|
309
|
Continuum Advisory
Eagle,
Idaho
|
$11.8M
|
-$289K
|
-3,988
|
-2%
|
|
|
310
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.7M
|
–
|
–
|
–
|
|
|
311
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$11.7M
|
+$9.64M
|
+132,891
|
+482%
|
|
|
312
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.3M
|
+$6.71M
|
+92,440
|
+145%
|
|
|
313
|
Executive Wealth Group
Kirkland,
Washington
|
$11.3M
|
+$7.51M
|
+103,514
|
+200%
|
|
|
314
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$11.2M
|
+$3.5M
|
+48,271
|
+46%
|
|
|
315
|
Farther Finance Advisors
San Francisco,
California
|
$11.1M
|
+$1.03M
|
+14,156
|
+10%
|
|
|
316
|
Miller Equity Capital Advisors
Irving,
Texas
|
$11.1M
|
+$1.91M
|
+26,379
|
+21%
|
|
|
317
|
Level Four Advisory Services
Dallas,
Texas
|
$11M
|
+$339K
|
+4,677
|
+3%
|
|
|
318
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
-$405K
|
-5,587
|
-4%
|
|
|
319
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.9M
|
-$405K
|
-5,587
|
-4%
|
|
|
320
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.8M
|
+$4.54M
|
+62,540
|
+71%
|
|
|
321
|
Vectors Research Management
New York
|
$10.6M
|
+$6.42M
|
+88,529
|
+153%
|
|
|
322
|
Tobias Financial Advisors
Plantation,
Florida
|
$10.6M
|
-$54.7K
|
-754
|
-0.5%
|
|
|
323
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.4M
|
+$249K
|
+3,437
|
+2%
|
|
|
324
|
SVB Wealth
Boston,
Massachusetts
|
$10.4M
|
-$1.91M
|
-26,264
|
-15%
|
|
|
325
|
Washington Trust Bank
Spokane,
Washington
|
$10.4M
|
-$10M
|
-138,071
|
-49%
|
|
