|
176
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$6.58M
|
+$2.87M
|
+32,367
|
+64%
|
|
|
177
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$6.57M
|
+$7.32M
|
+82,681
|
New
|
|
|
178
|
Copperleaf Capital
Raleigh,
North Carolina
|
$6.43M
|
+$594K
|
+6,712
|
+9%
|
|
|
179
|
PFG Advisors
Phoenix,
Arizona
|
$6.38M
|
+$426K
|
+4,816
|
+6%
|
|
|
180
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.33M
|
-$874K
|
-9,872
|
-11%
|
|
|
181
|
Blue Edge Capital
Richmond,
Virginia
|
$6.32M
|
-$374K
|
-4,220
|
-5%
|
|
|
182
|
Prudent Man Advisors
Naperville,
Illinois
|
$6.29M
|
-$20K
|
-226
|
-0.3%
|
|
|
183
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$6.24M
|
-$517K
|
-5,840
|
-7%
|
|
|
184
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.17M
|
–
|
–
|
–
|
|
|
185
|
WealthSpring Partners
Long Beach,
California
|
$6.1M
|
+$6.8M
|
+76,822
|
New
|
|
|
186
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.04M
|
-$207K
|
-2,332
|
-3%
|
|
|
187
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.03M
|
+$674K
|
+7,609
|
+11%
|
|
|
188
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.03M
|
+$1.71M
|
+19,330
|
+34%
|
|
|
189
|
DOHJ LLC
Seattle,
Washington
|
$6.02M
|
+$597K
|
+6,739
|
+10%
|
|
|
190
|
Mariner
Overland Park,
Kansas
|
$5.94M
|
+$341K
|
+3,852
|
+5%
|
|
|
191
|
Private Ocean
San Rafael,
California
|
$5.88M
|
-$310K
|
-3,505
|
-5%
|
|
|
192
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.81M
|
+$3.58M
|
+40,479
|
+124%
|
|
|
193
|
Venturi Wealth Management
Austin,
Texas
|
$5.76M
|
-$130K
|
-1,469
|
-2%
|
|
|
194
|
Belpointe Asset Management
Reno,
Nevada
|
$5.75M
|
+$35.2K
|
+398
|
+0.6%
|
|
|
195
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.65M
|
-$90.9K
|
-1,027
|
-1%
|
|
|
196
|
Pacific Financial Group
Bellevue,
Washington
|
$5.61M
|
-$683K
|
-7,711
|
-10%
|
|
|
197
|
Tiedemann Advisors
New York
|
$5.35M
|
+$242K
|
+2,735
|
+4%
|
|
|
198
|
CoreCap Advisors
Southfield,
Michigan
|
$5.35M
|
+$43.7K
|
+494
|
+0.7%
|
|
|
199
|
My Legacy Advisors
Bend,
Oregon
|
$4.9M
|
+$2.63M
|
+29,660
|
+92%
|
|
|
200
|
United Capital Financial Advisors
Irving,
Texas
|
$4.87M
|
+$1.1M
|
+12,375
|
+25%
|
|
