|
326
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$5.22M
|
+$266K
|
+3,371
|
+5%
|
|
|
327
|
Consilium Wealth Advisory
Richardson,
Texas
|
$5.2M
|
+$251K
|
+3,184
|
+5%
|
|
|
328
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.12M
|
-$159K
|
-2,020
|
-3%
|
|
|
329
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.1M
|
+$14.4K
|
+183
|
+0.3%
|
|
|
330
|
Integrated Advisors Network
Dallas,
Texas
|
$5.07M
|
+$76.2K
|
+966
|
+2%
|
|
|
331
|
|
$5M
|
+$5M
|
+63,404
|
New
|
|
|
332
|
Cooke Wealth Management
Irvine,
California
|
$4.99M
|
+$4.99M
|
+63,214
|
New
|
|
|
333
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.96M
|
+$108K
|
+1,374
|
+2%
|
|
|
334
|
Boston Family Office
Boston,
Massachusetts
|
$4.96M
|
+$194K
|
+2,453
|
+4%
|
|
|
335
|
Valpey Financial Services
Concord,
New Hampshire
|
$4.86M
|
+$143K
|
+1,812
|
+3%
|
|
|
336
|
BIP Wealth
Atlanta,
Georgia
|
$4.86M
|
+$813K
|
+10,300
|
+20%
|
|
|
337
|
Fonville Wealth Management
Richmond,
Virginia
|
$4.85M
|
-$21K
|
-266
|
-0.4%
|
|
|
338
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$4.79M
|
+$4.79M
|
+60,728
|
New
|
|
|
339
|
Centennial Bank
Conway,
Arkansas
|
$4.78M
|
+$245K
|
+3,105
|
+5%
|
|
|
340
|
BHK Investment Advisors
Birmingham,
Alabama
|
$4.77M
|
+$692K
|
+8,773
|
+17%
|
|
|
341
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$4.76M
|
+$129K
|
+1,634
|
+3%
|
|
|
342
|
Karpus Investment Management
Pittsford,
New York
|
$4.75M
|
+$45.4K
|
+575
|
+1%
|
|
|
343
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$4.66M
|
+$168K
|
+2,130
|
+4%
|
|
|
344
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.66M
|
+$17.4K
|
+221
|
+0.4%
|
|
|
345
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$4.66M
|
+$4.66M
|
+59,093
|
New
|
|
|
346
|
Welch & Forbes
Boston,
Massachusetts
|
$4.65M
|
+$2.34M
|
+29,712
|
+101%
|
|
|
347
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$4.64M
|
-$234K
|
-2,967
|
-5%
|
|
|
348
|
Wealthfront Advisers
Palo Alto,
California
|
$4.62M
|
+$1.4M
|
+17,732
|
+43%
|
|
|
349
|
Perigon Wealth Management
San Francisco,
California
|
$4.59M
|
-$423K
|
-5,363
|
-8%
|
|
|
350
|
Becker Capital Management
Portland,
Oregon
|
$4.55M
|
+$175K
|
+2,218
|
+4%
|
|
