|
126
|
SVB Wealth
Boston,
Massachusetts
|
$26.5M
|
-$27.6M
|
-240,496
|
-52%
|
|
|
127
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26.3M
|
-$1.37M
|
-11,916
|
-5%
|
|
|
128
|
Legacy Financial Advisors
Covington,
Kentucky
|
$26.2M
|
-$371K
|
-3,232
|
-1%
|
|
|
129
|
Northeast Financial Consultants
Westport,
Connecticut
|
$26M
|
+$2.52K
|
+22
|
+0%
|
|
|
130
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$26M
|
-$611K
|
-5,324
|
-2%
|
|
|
131
|
Aviso Financial
Toronto,
Ontario, Canada
|
$25.6M
|
+$24.8M
|
+215,766
|
New
|
|
|
132
|
BCGM Wealth Management
Lafayette,
Indiana
|
$25.3M
|
-$2.55M
|
-22,206
|
-9%
|
|
|
133
|
Monashee Investment Management
Boston,
Massachusetts
|
$25.1M
|
–
|
–
|
–
|
|
|
134
|
United Capital Financial Advisors
Irving,
Texas
|
$25M
|
-$902K
|
-7,858
|
-4%
|
|
|
135
|
Family Wealth Partners
Matthews,
North Carolina
|
$25M
|
+$2.99M
|
+26,030
|
+14%
|
|
|
136
|
Northwest Wealth Management
Spencer,
Iowa
|
$25M
|
+$5.51M
|
+48,015
|
+30%
|
|
|
137
|
Life Planning Partners
Jacksonville,
Florida
|
$24.7M
|
+$7.89M
|
+68,746
|
+49%
|
|
|
138
|
Regal Investment Advisors
Kentwood,
Michigan
|
$24.1M
|
+$14.6K
|
+127
|
+0.1%
|
|
|
139
|
Whitney & Co
Rochester,
New York
|
$23.9M
|
-$74.5K
|
-649
|
-0.3%
|
|
|
140
|
JGP Wealth Management
Bend,
Oregon
|
$23.5M
|
+$1.65M
|
+14,343
|
+8%
|
|
|
141
|
Advisory Services Network
Atlanta,
Georgia
|
$23.2M
|
+$3.24M
|
+28,224
|
+17%
|
|
|
142
|
Astoria Strategic Wealth
Conroe,
Texas
|
$23M
|
-$164K
|
-1,426
|
-0.7%
|
|
|
143
|
Cynosure Group
Salt Lake City,
Utah
|
$22.8M
|
-$215K
|
-1,876
|
-1%
|
|
|
144
|
|
$22.6M
|
-$3.31M
|
-28,849
|
-13%
|
|
|
145
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$22.5M
|
-$1.04M
|
-9,075
|
-5%
|
|
|
146
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$22.4M
|
-$1.8M
|
-15,659
|
-8%
|
|
|
147
|
DOHJ LLC
Seattle,
Washington
|
$22.3M
|
+$458K
|
+3,987
|
+2%
|
|
|
148
|
Catalyst Private Wealth
San Mateo,
California
|
$22.3M
|
+$7.64M
|
+66,600
|
+55%
|
|
|
149
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$21.9M
|
-$204K
|
-1,778
|
-1%
|
|
|
150
|
Durante & Waters
Brewster,
New York
|
$21.8M
|
-$573K
|
-4,995
|
-3%
|
|
