|
276
|
Tarbox Family Office
Newport Beach,
California
|
$15.8M
|
-$271K
|
-5,143
|
-2%
|
|
|
277
|
Custos Family Office
Austin,
Texas
|
$15.6M
|
+$3.37M
|
+64,007
|
+28%
|
|
|
278
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.6M
|
+$1.29M
|
+24,375
|
+9%
|
|
|
279
|
William Blair & Company
Chicago,
Illinois
|
$15.5M
|
+$736K
|
+13,966
|
+5%
|
|
|
280
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.5M
|
-$1.12M
|
-21,230
|
-7%
|
|
|
281
|
IFP Advisors
Tampa,
Florida
|
$15.4M
|
+$1.24M
|
+23,443
|
+9%
|
|
|
282
|
Venturi Wealth Management
Austin,
Texas
|
$15.4M
|
+$1.04M
|
+19,775
|
+7%
|
|
|
283
|
Kestra Private Wealth Services
Austin,
Texas
|
$15.4M
|
+$235K
|
+4,449
|
+2%
|
|
|
284
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$15.1M
|
+$360K
|
+6,819
|
+2%
|
|
|
285
|
Geisinger Health
Danville,
Pennsylvania
|
$15.1M
|
+$140K
|
+2,658
|
+1%
|
|
|
286
|
Running Point Capital Advisors
El Segundo,
California
|
$14.8M
|
+$329K
|
+6,248
|
+2%
|
|
|
287
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14.7M
|
+$553K
|
+10,489
|
+4%
|
|
|
288
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$14.7M
|
-$51.9K
|
-985
|
-0.4%
|
|
|
289
|
DZ Bank
Frankfurt Am Main,
Germany
|
$14.7M
|
–
|
–
|
–
|
|
|
290
|
Sage Advisory Services
Austin,
Texas
|
$14.6M
|
-$334K
|
-6,326
|
-2%
|
|
|
291
|
LMCG Investments
Boston,
Massachusetts
|
$14.6M
|
+$539K
|
+10,218
|
+4%
|
|
|
292
|
Austin Private Wealth
Austin,
Texas
|
$14.4M
|
+$8.54M
|
+162,049
|
+152%
|
|
|
293
|
Avantax Planning Partners
Dubuque,
Iowa
|
$14.4M
|
-$22.7M
|
-430,309
|
-62%
|
|
|
294
|
Wellington Management Group
Boston,
Massachusetts
|
$14.2M
|
-$162K
|
-3,067
|
-1%
|
|
|
295
|
Cascade Financial Partners
San Diego,
California
|
$14.2M
|
-$378K
|
-7,176
|
-3%
|
|
|
296
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$14.2M
|
+$433K
|
+8,208
|
+3%
|
|
|
297
|
Condor Capital Management
Martinsville,
New Jersey
|
$14.2M
|
+$5.85K
|
+111
|
+0%
|
|
|
298
|
FDx Advisors
Chicago,
Illinois
|
$14.1M
|
-$772K
|
-14,647
|
-5%
|
|
|
299
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$14M
|
+$1.12M
|
+21,204
|
+9%
|
|
|
300
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$13.8M
|
+$396K
|
+7,514
|
+3%
|
|
