|
176
|
Liberty Wealth Management
Oakland,
California
|
$30.1M
|
–
|
–
|
–
|
|
|
177
|
Citizens Financial Group
Providence,
Rhode Island
|
$30.1M
|
+$1.49M
|
+11,274
|
+5%
|
|
|
178
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$29.7M
|
-$783K
|
-5,930
|
-3%
|
|
|
179
|
Trek Financial
Scottsdale,
Arizona
|
$29.4M
|
+$943K
|
+7,140
|
+3%
|
|
|
180
|
Charles Schwab
San Francisco,
California
|
$29.3M
|
-$1.8M
|
-13,601
|
-6%
|
|
|
181
|
Financial Engines Advisors
Santa Clara,
California
|
$29.2M
|
-$1.15M
|
-8,716
|
-4%
|
|
|
182
|
Per Stirling Capital Management
Austin,
Texas
|
$28.9M
|
-$243K
|
-1,841
|
-0.9%
|
|
|
183
|
Spire Wealth Management
Mclean,
Virginia
|
$28.7M
|
-$96.8K
|
-733
|
-0.3%
|
|
|
184
|
TD Private Client Wealth
New York
|
$28.7M
|
-$2.23M
|
-16,909
|
-8%
|
|
|
185
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$27.9M
|
-$2.99M
|
-22,630
|
-10%
|
|
|
186
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$27.8M
|
+$483K
|
+3,660
|
+2%
|
|
|
187
|
Frontier Asset Management
Sheridan,
Wyoming
|
$27.2M
|
+$1.85M
|
+14,001
|
+8%
|
|
|
188
|
Waverly Advisors
Birmingham,
Alabama
|
$27.1M
|
-$809K
|
-6,126
|
-3%
|
|
|
189
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$26.9M
|
-$790K
|
-5,986
|
-3%
|
|
|
190
|
Callan Family Office
Radnor,
Pennsylvania
|
$26.9M
|
+$121K
|
+915
|
+0.5%
|
|
|
191
|
Instrumental Wealth
Tampa,
Florida
|
$26.8M
|
+$863K
|
+6,533
|
+3%
|
|
|
192
|
GHP Investment Advisors
Denver,
Colorado
|
$26.5M
|
-$411K
|
-3,109
|
-2%
|
|
|
193
|
Diversify Wealth Management
Sandy,
Utah
|
$26.5M
|
+$215K
|
+1,627
|
+0.8%
|
|
|
194
|
Diversify Advisory Services
Sandy,
Utah
|
$26.5M
|
+$26.5M
|
+200,338
|
New
|
|
|
195
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$26.5M
|
-$804K
|
-6,090
|
-3%
|
|
|
196
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$26.1M
|
-$9.9K
|
-75
|
-0%
|
|
|
197
|
Elevated Financial Group
Indianapolis,
Indiana
|
$26M
|
+$1.8M
|
+13,660
|
+8%
|
|
|
198
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$25.8M
|
+$44.2K
|
+335
|
+0.2%
|
|
|
199
|
McMorgan & Co
San Francisco,
California
|
$25.7M
|
-$1.24M
|
-9,374
|
-5%
|
|
|
200
|
Kelly Financial Services
Braintree,
Massachusetts
|
$25.6M
|
-$581K
|
-4,402
|
-2%
|
|
