|
176
|
BetterWealth
San Jose,
California
|
$12.9M
|
+$12.9M
|
+167,362
|
New
|
|
|
177
|
Boston Family Office
Boston,
Massachusetts
|
$12.8M
|
-$7.11M
|
-92,347
|
-36%
|
|
|
178
|
Comerica Securities
Detroit,
Michigan
|
$12.8M
|
-$2.5M
|
-32,453
|
-16%
|
|
|
179
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$12.6M
|
-$707K
|
-9,175
|
-5%
|
|
|
180
|
Lake Point Wealth Management
Rockwall,
Texas
|
$12.6M
|
+$12.6M
|
+163,788
|
New
|
|
|
181
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.5M
|
+$295K
|
+3,834
|
+2%
|
|
|
182
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$12.1M
|
+$384K
|
+4,978
|
+3%
|
|
|
183
|
Silver Oak Advisory Group
Portland,
Oregon
|
$12.1M
|
-$1.48M
|
-19,244
|
-11%
|
|
|
184
|
Comerica Bank
Dallas,
Texas
|
$12.1M
|
-$11.4M
|
-148,244
|
-48%
|
|
|
185
|
Fortis Advisors
Wayne,
Pennsylvania
|
$11.9M
|
+$5.74M
|
+74,471
|
+92%
|
|
|
186
|
Sage Financial Management Group
Mclean,
Virginia
|
$11.8M
|
-$1.91M
|
-24,839
|
-14%
|
|
|
187
|
Brewster Financial Planning
Brooklyn,
New York
|
$11.8M
|
+$61.8K
|
+802
|
+0.5%
|
|
|
188
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$11.8M
|
+$11.8M
|
+153,782
|
New
|
|
|
189
|
Fullen Financial Group
Columbus,
Ohio
|
$11.8M
|
-$93.4K
|
-1,212
|
-0.8%
|
|
|
190
|
Oppenheimer & Co
New York
|
$11.6M
|
+$3.22M
|
+41,807
|
+38%
|
|
|
191
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.6M
|
-$3.85M
|
-50,026
|
-25%
|
|
|
192
|
McCutchen Group
Seattle,
Washington
|
$11.5M
|
+$175K
|
+2,272
|
+2%
|
|
|
193
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$11.4M
|
+$2.31M
|
+30,011
|
+25%
|
|
|
194
|
Shufro Rose & Co
New York
|
$11.3M
|
-$135K
|
-1,751
|
-1%
|
|
|
195
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11.2M
|
-$1.66M
|
-21,584
|
-13%
|
|
|
196
|
Watchman Group
Plano,
Texas
|
$11.1M
|
+$10.7M
|
+138,406
|
+2,147%
|
|
|
197
|
Leo H. Evart Inc
Redwood City,
California
|
$11.1M
|
-$403K
|
-5,233
|
-3%
|
|
|
198
|
Capital Insight Partners
Scottsdale,
Arizona
|
$11M
|
+$6.81M
|
+88,427
|
+160%
|
|
|
199
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10.9M
|
+$2.47M
|
+32,058
|
+29%
|
|
|
200
|
SigFig Wealth Management
San Francisco,
California
|
$10.9M
|
+$66.5K
|
+863
|
+0.6%
|
|
