|
251
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.9M
|
+$2.2M
|
+20,664
|
+25%
|
|
|
252
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$194K
|
+1,825
|
+2%
|
|
|
253
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.6M
|
-$312K
|
-2,931
|
-3%
|
|
|
254
|
Simplicity Wealth
Summit,
New Jersey
|
$10.5M
|
+$9.23M
|
+86,779
|
+666%
|
|
|
255
|
25 LLC
St. Louis,
Missouri
|
$10.4M
|
+$365K
|
+3,436
|
+4%
|
|
|
256
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.3M
|
-$803K
|
-7,550
|
-7%
|
|
|
257
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.3M
|
+$1.09M
|
+10,266
|
+12%
|
|
|
258
|
Hudock Inc
Williamsport,
Pennsylvania
|
$10.3M
|
+$1.27M
|
+11,911
|
+14%
|
|
|
259
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.1M
|
-$1.29M
|
-12,093
|
-11%
|
|
|
260
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.98M
|
-$14.2M
|
-133,357
|
-58%
|
|
|
261
|
Albion Financial Group
Salt Lake City,
Utah
|
$9.98M
|
+$638K
|
+5,997
|
+7%
|
|
|
262
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$9.92M
|
+$103K
|
+966
|
+1%
|
|
|
263
|
Martel Wealth Advisors
Vancouver,
Washington
|
$9.9M
|
+$171K
|
+1,610
|
+2%
|
|
|
264
|
CWA Asset Management Group
Naples,
Florida
|
$9.89M
|
+$1M
|
+9,408
|
+11%
|
|
|
265
|
PDS Planning
Dublin,
Ohio
|
$9.89M
|
+$119K
|
+1,120
|
+1%
|
|
|
266
|
Waterloo Capital
Austin,
Texas
|
$9.87M
|
+$2.8M
|
+26,337
|
+39%
|
|
|
267
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.74M
|
-$2.25M
|
-21,142
|
-19%
|
|
|
268
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$9.71M
|
+$434K
|
+4,085
|
+5%
|
|
|
269
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$9.67M
|
+$593K
|
+5,580
|
+6%
|
|
|
270
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.66M
|
+$9.75M
|
+91,634
|
New
|
|
|
271
|
Weitzel Financial Services
Dubuque,
Iowa
|
$9.63M
|
–
|
–
|
–
|
|
|
272
|
Sand Hill Global Advisors
Palo Alto,
California
|
$9.59M
|
-$4.01M
|
-37,746
|
-29%
|
|
|
273
|
Private Wealth Management Group
Princeton,
New Jersey
|
$9.54M
|
-$708K
|
-6,658
|
-7%
|
|
|
274
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$9.51M
|
-$220K
|
-2,066
|
-2%
|
|
|
275
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$9.5M
|
+$1.47M
|
+13,827
|
+18%
|
|
