|
201
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13M
|
-$153K
|
-1,122
|
-1%
|
|
|
202
|
Physician Wealth Advisors
Midvale,
Utah
|
$13M
|
-$4.36M
|
-31,936
|
-25%
|
|
|
203
|
Wade Financial Advisory
Campbell,
California
|
$12.8M
|
+$68.7K
|
+503
|
+0.5%
|
|
|
204
|
ASB Consultores
Aventura,
Florida
|
$12.5M
|
+$326K
|
+2,390
|
+3%
|
|
|
205
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$12.5M
|
+$78.5K
|
+575
|
+0.6%
|
|
|
206
|
Saxon Interests
Houston,
Texas
|
$12.5M
|
+$12.9M
|
+94,786
|
New
|
|
|
207
|
Running Point Capital Advisors
El Segundo,
California
|
$12.5M
|
-$13.8K
|
-101
|
-0.1%
|
|
|
208
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.5M
|
+$656K
|
+4,806
|
+5%
|
|
|
209
|
Cypress Wealth Services
Palm Desert,
California
|
$12.4M
|
-$1.97M
|
-14,402
|
-13%
|
|
|
210
|
Keebeck Wealth Management
Chicago,
Illinois
|
$12.4M
|
-$2.85M
|
-20,875
|
-18%
|
|
|
211
|
One Advisory Partners
Overland Park,
Kansas
|
$12.3M
|
-$4.43M
|
-32,432
|
-26%
|
|
|
212
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$12.3M
|
-$559K
|
-4,095
|
-4%
|
|
|
213
|
Centaurus Financial
Anaheim,
California
|
$12.2M
|
+$428K
|
+3,134
|
+3%
|
|
|
214
|
Bell Investment Advisors
Oakland,
California
|
$12M
|
-$813K
|
-5,957
|
-6%
|
|
|
215
|
Kelly Financial Services
Braintree,
Massachusetts
|
$12M
|
-$3.75M
|
-27,465
|
-23%
|
|
|
216
|
CGN Advisors
Manhattan,
Kansas
|
$11.9M
|
+$131K
|
+957
|
+1%
|
|
|
217
|
SlateStone Wealth
Jupiter,
Florida
|
$11.9M
|
+$1.09M
|
+7,982
|
+10%
|
|
|
218
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$11.9M
|
+$12.4M
|
+90,461
|
New
|
|
|
219
|
PAX Financial Group
San Antonio,
Texas
|
$11.9M
|
-$4.48M
|
-32,792
|
-27%
|
|
|
220
|
Tradition Wealth Management
Edina,
Minnesota
|
$11.9M
|
+$2.09M
|
+15,285
|
+20%
|
|
|
221
|
Wealth Alliance
Mellville,
New York
|
$11.9M
|
-$2.83M
|
-20,747
|
-19%
|
|
|
222
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.8M
|
+$2.11M
|
+15,434
|
+21%
|
|
|
223
|
Intrust Bank
Wichita,
Kansas
|
$11.8M
|
-$236K
|
-1,729
|
-2%
|
|
|
224
|
Spire Wealth Management
Mclean,
Virginia
|
$11.8M
|
+$2.02M
|
+14,829
|
+20%
|
|
|
225
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.7M
|
+$5.24M
|
+38,373
|
+76%
|
|
