|
1076
|
One Wealth Advisors
San Francisco,
California
|
$5.2M
|
+$1.46M
|
+3,545
|
+35%
|
|
|
1077
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$5.15M
|
+$321K
|
+780
|
+6%
|
|
|
1078
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.15M
|
-$663K
|
-1,613
|
-11%
|
|
|
1079
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.13M
|
+$1.19M
|
+2,890
|
+27%
|
|
|
1080
|
Essex Savings Bank
Essex,
Connecticut
|
$5.12M
|
-$7.4K
|
-18
|
-0.1%
|
|
|
1081
|
JVL Associates
Wyoming,
Michigan
|
$5.11M
|
–
|
–
|
–
|
|
|
1082
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.09M
|
+$998K
|
+2,427
|
+22%
|
|
|
1083
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.08M
|
+$128K
|
+310
|
+2%
|
|
|
1084
|
First National Bank of South Miami
South Miami,
Florida
|
$5.07M
|
-$98.7K
|
-240
|
-2%
|
|
|
1085
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$5.05M
|
+$183K
|
+445
|
+3%
|
|
|
1086
|
Private Ocean
San Rafael,
California
|
$5.05M
|
+$417K
|
+1,014
|
+8%
|
|
|
1087
|
Abacus Planning Group
Columbia,
South Carolina
|
$5.04M
|
-$53.1K
|
-129
|
-1%
|
|
|
1088
|
AJ Wealth Strategies
New York
|
$5.04M
|
+$62.5K
|
+152
|
+1%
|
|
|
1089
|
FLC Capital Advisors
Palm Desert,
California
|
$5.02M
|
+$334K
|
+812
|
+7%
|
|
|
1090
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5.02M
|
-$172K
|
-418
|
-3%
|
|
|
1091
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.02M
|
-$151K
|
-367
|
-3%
|
|
|
1092
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5.01M
|
-$72.8K
|
-177
|
-1%
|
|
|
1093
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$5M
|
-$1.94M
|
-4,726
|
-26%
|
|
|
1094
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$4.99M
|
-$23.4M
|
-56,825
|
-81%
|
|
|
1095
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4.98M
|
+$115K
|
+280
|
+2%
|
|
|
1096
|
Davenport & Co
Richmond,
Virginia
|
$4.98M
|
-$598K
|
-1,454
|
-10%
|
|
|
1097
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.97M
|
+$1.1M
|
+2,678
|
+26%
|
|
|
1098
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$4.96M
|
-$17.4M
|
-42,375
|
-76%
|
|
|
1099
|
S.A. Mason
Holland,
Michigan
|
$4.94M
|
+$286K
|
+695
|
+6%
|
|
|
1100
|
Natixis Advisors
Boston,
Massachusetts
|
$4.93M
|
-$532K
|
-1,294
|
-9%
|
|
