|
201
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$39.1M
|
+$1.17M
|
+16,930
|
+3%
|
|
|
202
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$38.5M
|
-$212K
|
-3,054
|
-0.5%
|
|
|
203
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$38.2M
|
+$293K
|
+4,223
|
+0.8%
|
|
|
204
|
Lazard Asset Management
New York
|
$37.9M
|
-$770K
|
-11,103
|
-2%
|
|
|
205
|
Allworth Financial
Folsom,
California
|
$37.8M
|
-$1.29M
|
-18,576
|
-3%
|
|
|
206
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$37.3M
|
-$13.3M
|
-192,004
|
-26%
|
|
|
207
|
Human Investing
Lake Oswego,
Oregon
|
$37.2M
|
-$2.12M
|
-30,525
|
-5%
|
|
|
208
|
Diversified Trust
Memphis,
Tennessee
|
$37.2M
|
-$645K
|
-9,303
|
-2%
|
|
|
209
|
Bank of Stockton
Stockton,
California
|
$36.6M
|
-$8.23M
|
-118,697
|
-18%
|
|
|
210
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$36.6M
|
-$991K
|
-14,282
|
-3%
|
|
|
211
|
Pure Financial Advisors
San Diego,
California
|
$36.5M
|
+$1.43M
|
+20,587
|
+4%
|
|
|
212
|
Hudock Inc
Williamsport,
Pennsylvania
|
$36.4M
|
+$935K
|
+13,474
|
+3%
|
|
|
213
|
Concurrent Investment Advisors
Tampa,
Florida
|
$36.4M
|
+$970K
|
+13,982
|
+3%
|
|
|
214
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$36.3M
|
+$21.4M
|
+308,598
|
+135%
|
|
|
215
|
Farther Finance Advisors
San Francisco,
California
|
$36.2M
|
+$4.94M
|
+71,210
|
+15%
|
|
|
216
|
Titleist Asset Management
San Antonio,
Texas
|
$36.1M
|
-$502K
|
-7,243
|
-1%
|
|
|
217
|
United Capital Financial Advisors
Irving,
Texas
|
$36.1M
|
-$1.32M
|
-18,995
|
-3%
|
|
|
218
|
Drake & Associates
Waukesha,
Wisconsin
|
$36M
|
+$4.22M
|
+60,900
|
+13%
|
|
|
219
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35.3M
|
+$20.5K
|
+296
|
+0.1%
|
|
|
220
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$35.1M
|
+$2.25M
|
+32,403
|
+7%
|
|
|
221
|
Westwood Holdings Group
Dallas,
Texas
|
$34.9M
|
+$1.22M
|
+17,562
|
+4%
|
|
|
222
|
SCS Capital Management
Boston,
Massachusetts
|
$34.8M
|
-$5.39M
|
-77,664
|
-13%
|
|
|
223
|
Stockman Wealth Management
Billings,
Montana
|
$34.6M
|
+$2.83M
|
+40,816
|
+9%
|
|
|
224
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$34.4M
|
+$1.08M
|
+15,538
|
+3%
|
|
|
225
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$34.3M
|
+$2.11M
|
+30,395
|
+6%
|
|
