|
776
|
Gradient Capital Advisors
San Diego,
California
|
$34.5M
|
+$509K
|
+746
|
+1%
|
|
|
777
|
Rational Advisors
Huntington,
New York
|
$34.5M
|
-$10.2M
|
-14,985
|
-22%
|
|
|
778
|
Simplicity Wealth
Summit,
New Jersey
|
$34.5M
|
+$6.17M
|
+9,034
|
+21%
|
|
|
779
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$34.4M
|
+$1.27M
|
+1,859
|
+4%
|
|
|
780
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$34.3M
|
+$1.04M
|
+1,524
|
+3%
|
|
|
781
|
SFMG Wealth Advisors
Plano,
Texas
|
$34.3M
|
-$315K
|
-461
|
-0.9%
|
|
|
782
|
Kanawha Capital Management
Richmond,
Virginia
|
$34.2M
|
-$363K
|
-531
|
-1%
|
|
|
783
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$34.2M
|
+$30.4M
|
+44,482
|
+565%
|
|
|
784
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$34.2M
|
-$11.9M
|
-17,465
|
-25%
|
|
|
785
|
Capital Group Private Client Services
Los Angeles,
California
|
$34.1M
|
+$19.6M
|
+28,769
|
+123%
|
|
|
786
|
Cambient Family Office
Ada,
Michigan
|
$34.1M
|
+$953K
|
+1,395
|
+3%
|
|
|
787
|
Sonoma Allocations
Santa Rosa,
California
|
$34.1M
|
-$2.16M
|
-3,169
|
-6%
|
|
|
788
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$34.1M
|
-$4.61M
|
-6,754
|
-11%
|
|
|
789
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$34M
|
+$665K
|
+974
|
+2%
|
|
|
790
|
Nottingham Advisors
Amherst,
New York
|
$34M
|
+$2.78M
|
+4,069
|
+8%
|
|
|
791
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.8M
|
+$9.31M
|
+13,641
|
+36%
|
|
|
792
|
Verus Financial Partners
Richmond,
Virginia
|
$33.7M
|
+$6.15K
|
+9
|
+0%
|
|
|
793
|
One Advisory Partners
Overland Park,
Kansas
|
$33.6M
|
+$8.02M
|
+11,740
|
+30%
|
|
|
794
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$33.5M
|
+$182K
|
+267
|
+0.5%
|
|
|
795
|
Atlas Legacy Advisors
Los Angeles,
California
|
$33.5M
|
-$1.69M
|
-2,471
|
-5%
|
|
|
796
|
Camelot Technology Advisors
San Francisco,
California
|
$33.4M
|
-$3.43M
|
-5,024
|
-9%
|
|
|
797
|
RiverGlades Family Offices
Naples,
Florida
|
$33.4M
|
+$34.9M
|
+51,172
|
New
|
|
|
798
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$33.1M
|
-$371M
|
-542,931
|
-91%
|
|
|
799
|
HCR Wealth Advisors
Los Angeles,
California
|
$33.1M
|
-$249K
|
-365
|
-0.7%
|
|
|
800
|
Syon Capital
San Francisco,
California
|
$33M
|
-$459K
|
-672
|
-1%
|
|
