|
276
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$20.8M
|
+$506K
|
+9,060
|
+3%
|
|
|
277
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$20.6M
|
+$256K
|
+4,588
|
+1%
|
|
|
278
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$20.5M
|
+$9.64M
|
+172,840
|
+103%
|
|
|
279
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$20.3M
|
-$47.4K
|
-850
|
-0.3%
|
|
|
280
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$20.1M
|
+$2.42M
|
+43,357
|
+15%
|
|
|
281
|
Farther Finance Advisors
San Francisco,
California
|
$20.1M
|
+$892K
|
+15,984
|
+5%
|
|
|
282
|
Parallel Advisors
San Francisco,
California
|
$19.9M
|
+$405K
|
+7,253
|
+2%
|
|
|
283
|
SVB Wealth
Boston,
Massachusetts
|
$19.7M
|
-$3.44M
|
-61,612
|
-16%
|
|
|
284
|
Capital Planning Advisors
Roseville,
California
|
$19.7M
|
-$4.33M
|
-77,672
|
-19%
|
|
|
285
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$19.6M
|
+$9.46M
|
+169,539
|
+108%
|
|
|
286
|
Facet Wealth Inc
Baltimore,
Maryland
|
$19.6M
|
-$646K
|
-11,580
|
-3%
|
|
|
287
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$19.3M
|
-$140K
|
-2,502
|
-0.8%
|
|
|
288
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$19.3M
|
-$832K
|
-14,904
|
-4%
|
|
|
289
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$19.2M
|
+$8.15M
|
+146,021
|
+84%
|
|
|
290
|
DZ Bank
Frankfurt Am Main,
Germany
|
$19.2M
|
–
|
–
|
–
|
|
|
291
|
Tortoise Investment Management
White Plains,
New York
|
$19.1M
|
+$224K
|
+4,007
|
+1%
|
|
|
292
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19M
|
-$2.14M
|
-38,370
|
-11%
|
|
|
293
|
Abound Wealth Management
Franklin,
Tennessee
|
$18.9M
|
-$2.1M
|
-37,617
|
-11%
|
|
|
294
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$18.8M
|
+$589K
|
+10,554
|
+3%
|
|
|
295
|
Rock Creek Group
Washington,
District of Columbia
|
$18.8M
|
+$4.4M
|
+78,775
|
+34%
|
|
|
296
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18.6M
|
+$1.75M
|
+31,438
|
+11%
|
|
|
297
|
Cabot-Wellington
Boston,
Massachusetts
|
$18.6M
|
-$238K
|
-4,257
|
-1%
|
|
|
298
|
EQ LLC
Bellevue,
Washington
|
$18.5M
|
+$3.45M
|
+61,889
|
+25%
|
|
|
299
|
Financial Advocates Investment Management
Olympia,
Washington
|
$18.5M
|
+$3.29M
|
+59,002
|
+24%
|
|
|
300
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$18.5M
|
+$8.8M
|
+157,683
|
+105%
|
|
