|
251
|
World Investment Advisors
Santa Barbara,
California
|
$44M
|
+$5.79M
|
+65,520
|
+15%
|
|
|
252
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$43.8M
|
+$1.6M
|
+18,067
|
+4%
|
|
|
253
|
Pathstone Holdings
Englewood,
New Jersey
|
$43.7M
|
+$1.3M
|
+14,754
|
+3%
|
|
|
254
|
Summit Financial
Parsippany,
New Jersey
|
$43.7M
|
-$2.49M
|
-28,111
|
-5%
|
|
|
255
|
Pacific Capital Wealth Advisors
Corona,
California
|
$43.5M
|
+$371K
|
+4,193
|
+0.9%
|
|
|
256
|
Coldstream Capital Management
Bellevue,
Washington
|
$43.1M
|
+$1.22M
|
+13,825
|
+3%
|
|
|
257
|
Capital Performance Advisors
Walnut Creek,
California
|
$42.9M
|
+$29M
|
+328,461
|
+217%
|
|
|
258
|
Whittier Trust
South Pasadena,
California
|
$42.1M
|
+$1.99M
|
+22,502
|
+5%
|
|
|
259
|
Vicus Capital
State College,
Pennsylvania
|
$42M
|
-$21M
|
-237,568
|
-34%
|
|
|
260
|
Private Advisor Group
Morristown,
New Jersey
|
$41.9M
|
+$5.61M
|
+63,453
|
+16%
|
|
|
261
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$41.6M
|
–
|
–
|
–
|
|
|
262
|
Acropolis Investment Management
St. Louis,
Missouri
|
$41.5M
|
-$1.48M
|
-16,765
|
-3%
|
|
|
263
|
AlphaCore Capital
La Jolla,
California
|
$41.2M
|
+$17.6M
|
+198,813
|
+76%
|
|
|
264
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$40.8M
|
-$602K
|
-6,808
|
-1%
|
|
|
265
|
Probity Advisors
Dallas,
Texas
|
$40.6M
|
+$171K
|
+1,939
|
+0.4%
|
|
|
266
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$40.5M
|
+$4.25M
|
+48,009
|
+12%
|
|
|
267
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$40.4M
|
-$51.5K
|
-582
|
-0.1%
|
|
|
268
|
CBM Financial
Austin,
Texas
|
$40.3M
|
+$36.6M
|
+414,460
|
New
|
|
|
269
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$40.3M
|
-$3.8M
|
-42,960
|
-9%
|
|
|
270
|
Fort Point Capital Partners
San Francisco,
California
|
$40.1M
|
+$11.6M
|
+131,025
|
+43%
|
|
|
271
|
Apella Capital
West Hartford,
Connecticut
|
$40.1M
|
+$3.36M
|
+38,001
|
+9%
|
|
|
272
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$39.9M
|
-$226K
|
-2,559
|
-0.6%
|
|
|
273
|
Commerce Bank
Kansas City,
Missouri
|
$39.5M
|
+$5.43M
|
+61,363
|
+16%
|
|
|
274
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$38.7M
|
+$1.91M
|
+21,557
|
+5%
|
|
|
275
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$38.6M
|
+$3.15M
|
+35,677
|
+9%
|
|
