|
301
|
Marshall & Sullivan
Seattle,
Washington
|
$3.49M
|
+$112K
|
+2,817
|
+3%
|
|
|
302
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.49M
|
+$67.3K
|
+1,699
|
+2%
|
|
|
303
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.48M
|
-$71.5K
|
-1,805
|
-2%
|
|
|
304
|
Vance Wealth
Santa Clarita,
California
|
$3.44M
|
-$1.39K
|
-35
|
-0%
|
|
|
305
|
Prism Advisors
Studio City,
California
|
$3.33M
|
-$31.3K
|
-791
|
-0.9%
|
|
|
306
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.3M
|
+$1.38M
|
+34,865
|
+67%
|
|
|
307
|
United Capital Financial Advisors
Irving,
Texas
|
$3.29M
|
-$827K
|
-20,879
|
-19%
|
|
|
308
|
Global Retirement Partners
San Rafael,
California
|
$3.29M
|
+$1.3M
|
+32,783
|
+59%
|
|
|
309
|
Asset Management Group
Stamford,
Connecticut
|
$3.27M
|
-$38.6K
|
-974
|
-1%
|
|
|
310
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.26M
|
-$41.2K
|
-1,040
|
-1%
|
|
|
311
|
Savant Capital
Rockford,
Illinois
|
$3.26M
|
+$43K
|
+1,086
|
+1%
|
|
|
312
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.23M
|
–
|
–
|
–
|
|
|
313
|
EARNEST Partners
Atlanta,
Georgia
|
$3.22M
|
–
|
–
|
–
|
|
|
314
|
Quintet Private Bank (Europe)
Luxembourg
|
$3.19M
|
+$2.66M
|
+67,135
|
+394%
|
|
|
315
|
Brown Wealth Management
Naperville,
Illinois
|
$3.18M
|
+$3.32M
|
+83,739
|
New
|
|
|
316
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.17M
|
-$13.1K
|
-331
|
-0.4%
|
|
|
317
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.16M
|
-$204K
|
-5,152
|
-6%
|
|
|
318
|
Atria Investments
Charlotte,
North Carolina
|
$3.15M
|
+$549K
|
+13,861
|
+20%
|
|
|
319
|
Osborne Partners Capital Management
San Francisco,
California
|
$3.11M
|
-$5.15K
|
-130
|
-0.2%
|
|
|
320
|
Calamos Wealth Management
Naperville,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
|
321
|
Financial Advisors Network
Tustin,
California
|
$3.08M
|
+$3.21M
|
+81,109
|
New
|
|
|
322
|
Pine Valley Investments
Marlton,
New Jersey
|
$3.04M
|
-$2.15M
|
-54,275
|
-40%
|
|
|
323
|
Equitable Holdings
New York
|
$3.03M
|
-$678K
|
-17,122
|
-18%
|
|
|
324
|
Widmann Financial Services
Bowie,
Maryland
|
$3M
|
+$74.2K
|
+1,873
|
+2%
|
|
|
325
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.98M
|
+$1.46M
|
+36,940
|
+89%
|
|
