|
201
|
Roth Financial Partners
Kingwood,
Texas
|
$33.6M
|
+$607K
|
+8,950
|
+2%
|
|
|
202
|
MA Private Wealth
San Carlos,
California
|
$33.1M
|
+$676K
|
+9,961
|
+2%
|
|
|
203
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$33.1M
|
-$1.31M
|
-19,367
|
-4%
|
|
|
204
|
Pacific Capital Wealth Advisors
Corona,
California
|
$33.1M
|
+$227K
|
+3,345
|
+0.7%
|
|
|
205
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$33M
|
+$2.22M
|
+32,799
|
+7%
|
|
|
206
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$32.9M
|
-$1.14M
|
-16,837
|
-3%
|
|
|
207
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$32.5M
|
+$504K
|
+7,427
|
+2%
|
|
|
208
|
Isthmus Partners
Madison,
Wisconsin
|
$32M
|
+$31.4K
|
+463
|
+0.1%
|
|
|
209
|
Meeder Advisory Services
Dublin,
Ohio
|
$31.9M
|
-$939K
|
-13,843
|
-3%
|
|
|
210
|
Natixis Advisors
Boston,
Massachusetts
|
$31.8M
|
+$7.21M
|
+106,265
|
+29%
|
|
|
211
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.6M
|
+$2.83M
|
+41,803
|
+10%
|
|
|
212
|
MCF Advisors
Covington,
Kentucky
|
$31.2M
|
-$2.53M
|
-37,373
|
-7%
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$31.2M
|
-$648K
|
-9,551
|
-2%
|
|
|
214
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$30.8M
|
+$432K
|
+6,369
|
+1%
|
|
|
215
|
Coldstream Capital Management
Bellevue,
Washington
|
$30.6M
|
+$2.81M
|
+41,389
|
+10%
|
|
|
216
|
Klingman & Associates
New York
|
$30.1M
|
+$824K
|
+12,154
|
+3%
|
|
|
217
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$30.1M
|
-$822K
|
-12,114
|
-3%
|
|
|
218
|
Beacon Pointe Advisors
Newport Beach,
California
|
$30M
|
+$1.39M
|
+20,546
|
+5%
|
|
|
219
|
William Blair & Company
Chicago,
Illinois
|
$29.9M
|
+$1.91M
|
+28,156
|
+7%
|
|
|
220
|
Investure LLC
Charlottesville,
Virginia
|
$29.3M
|
-$5.93M
|
-87,500
|
-17%
|
|
|
221
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$29.2M
|
-$1.43M
|
-21,039
|
-5%
|
|
|
222
|
Fusion Family Wealth
Woodbury,
New York
|
$28.7M
|
-$334K
|
-4,920
|
-1%
|
|
|
223
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$28.6M
|
+$2.27M
|
+33,451
|
+9%
|
|
|
224
|
Daniels + Tansey
Wilmington,
Delaware
|
$28.6M
|
-$463K
|
-6,820
|
-2%
|
|
|
225
|
Rockbridge Investment Management
Syracuse,
New York
|
$28.5M
|
+$1.74M
|
+25,704
|
+6%
|
|
