|
201
|
SVB Wealth
Boston,
Massachusetts
|
$28.7M
|
+$28.1M
|
+285,540
|
New
|
|
|
202
|
PFW Advisors
Atlanta,
Georgia
|
$28.4M
|
+$27.8M
|
+282,864
|
New
|
|
|
203
|
Citadel Advisors
Miami,
Florida
|
$28.2M
|
+$9.96M
|
+101,288
|
+56%
|
|
|
204
|
Capital Planning Advisors
Roseville,
California
|
$28.2M
|
+$1.23M
|
+12,548
|
+5%
|
|
|
205
|
Jasper Ridge Partners
Menlo Park,
California
|
$28M
|
–
|
–
|
–
|
|
|
206
|
First Foundation Advisors
Irvine,
California
|
$27.6M
|
+$3.43M
|
+34,900
|
+15%
|
|
|
207
|
NWAM LLC
Mercer Island,
Washington
|
$27.4M
|
+$31.1K
|
+316
|
+0.1%
|
|
|
208
|
Avantax Planning Partners
Dubuque,
Iowa
|
$27.2M
|
-$665K
|
-6,756
|
-2%
|
|
|
209
|
Edge Capital Group
Atlanta,
Georgia
|
$27.2M
|
-$27.1M
|
-275,672
|
-100%
|
|
|
210
|
Smith, Moore & Co
Clayton,
Missouri
|
$27M
|
+$1.99M
|
+20,276
|
+8%
|
|
|
211
|
Park Avenue Securities
New York
|
$27M
|
+$8.69M
|
+88,372
|
+49%
|
|
|
212
|
Life Line Wealth Management
Beverly Hills,
California
|
$26.9M
|
+$26.4M
|
+268,328
|
New
|
|
|
213
|
Corundum Group
Colorado Springs,
Colorado
|
$26.8M
|
-$843K
|
-8,572
|
-3%
|
|
|
214
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$26.8M
|
+$1.86M
|
+18,940
|
+8%
|
|
|
215
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$26.5M
|
+$745K
|
+7,572
|
+3%
|
|
|
216
|
Condor Capital Management
Martinsville,
New Jersey
|
$26.2M
|
+$679K
|
+6,904
|
+3%
|
|
|
217
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$25.9M
|
+$297K
|
+3,024
|
+1%
|
|
|
218
|
Global Retirement Partners
San Rafael,
California
|
$25.9M
|
+$367K
|
+3,728
|
+1%
|
|
|
219
|
HB Wealth Management
Atlanta,
Georgia
|
$25.8M
|
+$600K
|
+6,096
|
+2%
|
|
|
220
|
Oppenheimer Asset Management
New York
|
$25.7M
|
+$17.9M
|
+181,704
|
+243%
|
|
|
221
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$24.5M
|
+$2.3M
|
+23,356
|
+11%
|
|
|
222
|
Fifth Third Securities
Cincinnati,
Ohio
|
$24.4M
|
+$1.32M
|
+13,376
|
+6%
|
|
|
223
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$24.2M
|
-$609K
|
-6,192
|
-3%
|
|
|
224
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$24.2M
|
+$864K
|
+8,784
|
+4%
|
|
|
225
|
BNP Paribas Financial Markets
Paris,
France
|
$24.1M
|
+$4.65M
|
+47,244
|
+25%
|
|
