|
201
|
Human Investing
Lake Oswego,
Oregon
|
$38.4M
|
+$1.58M
|
+24,078
|
+4%
|
|
|
202
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$38.4M
|
+$1.34M
|
+20,440
|
+4%
|
|
|
203
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.3M
|
+$2.53M
|
+38,670
|
+7%
|
|
|
204
|
Allworth Financial
Folsom,
California
|
$38.2M
|
-$659K
|
-10,065
|
-2%
|
|
|
205
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$38M
|
+$187K
|
+2,854
|
+0.5%
|
|
|
206
|
Lazard Asset Management
New York
|
$37.8M
|
-$532K
|
-8,123
|
-1%
|
|
|
207
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$37.8M
|
+$5.82M
|
+88,833
|
+18%
|
|
|
208
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$37.1M
|
+$36.8M
|
+562,303
|
New
|
|
|
209
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$37M
|
-$276K
|
-4,212
|
-0.7%
|
|
|
210
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$37M
|
-$4.64M
|
-70,759
|
-11%
|
|
|
211
|
Diversified Trust
Memphis,
Tennessee
|
$37M
|
+$391K
|
+5,963
|
+1%
|
|
|
212
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$36.7M
|
+$130K
|
+1,981
|
+0.4%
|
|
|
213
|
United Capital Financial Advisors
Irving,
Texas
|
$36.6M
|
+$3.02M
|
+46,072
|
+9%
|
|
|
214
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$36.1M
|
+$2.36M
|
+36,056
|
+7%
|
|
|
215
|
Titleist Asset Management
San Antonio,
Texas
|
$35.8M
|
+$1.99M
|
+30,356
|
+6%
|
|
|
216
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$35.3M
|
+$2.65M
|
+40,463
|
+8%
|
|
|
217
|
Voya Financial Advisors
Windsor,
Connecticut
|
$34.9M
|
-$2.1M
|
-32,066
|
-6%
|
|
|
218
|
Hudock Inc
Williamsport,
Pennsylvania
|
$34.7M
|
+$248K
|
+3,790
|
+0.7%
|
|
|
219
|
Concurrent Investment Advisors
Tampa,
Florida
|
$34.6M
|
+$1.67M
|
+25,428
|
+5%
|
|
|
220
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.5M
|
-$558K
|
-8,515
|
-2%
|
|
|
221
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$34.3M
|
+$1.33M
|
+20,255
|
+4%
|
|
|
222
|
Pure Financial Advisors
San Diego,
California
|
$34.3M
|
+$1.08M
|
+16,462
|
+3%
|
|
|
223
|
Callan Family Office
Radnor,
Pennsylvania
|
$33.6M
|
+$2.79M
|
+42,543
|
+9%
|
|
|
224
|
Planning Project LLC
The Woodlands,
Texas
|
$33.6M
|
+$33.4M
|
+509,321
|
New
|
|
|
225
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$33.5M
|
+$1.26M
|
+19,164
|
+4%
|
|
