|
201
|
Cypress Wealth Services
Palm Desert,
California
|
$15.8M
|
+$1.82M
|
+13,112
|
+14%
|
|
|
202
|
Family Management
New York
|
$15.7M
|
+$799K
|
+5,770
|
+6%
|
|
|
203
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.7M
|
-$384K
|
-2,775
|
-3%
|
|
|
204
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15.6M
|
+$1.04M
|
+7,477
|
+8%
|
|
|
205
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$15.6M
|
-$739K
|
-5,341
|
-5%
|
|
|
206
|
Physician Wealth Advisors
Midvale,
Utah
|
$15.4M
|
+$768K
|
+5,550
|
+6%
|
|
|
207
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15.2M
|
-$855K
|
-6,179
|
-6%
|
|
|
208
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$15.1M
|
-$302K
|
-2,179
|
-2%
|
|
|
209
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$15M
|
+$28.4K
|
+205
|
+0.2%
|
|
|
210
|
Wade Financial Advisory
Campbell,
California
|
$15M
|
+$728K
|
+5,258
|
+5%
|
|
|
211
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$15M
|
-$4.4M
|
-31,788
|
-24%
|
|
|
212
|
TSA Wealth Management
Houston,
Texas
|
$14.9M
|
+$14M
|
+101,383
|
New
|
|
|
213
|
Detalus Advisors
St. Louis,
Missouri
|
$14.9M
|
+$2.25M
|
+16,220
|
+19%
|
|
|
214
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.7M
|
+$1.57M
|
+11,322
|
+13%
|
|
|
215
|
TownSquare Capital
Provo,
Utah
|
$14.7M
|
+$1.91M
|
+13,832
|
+16%
|
|
|
216
|
One Advisory Partners
Overland Park,
Kansas
|
$14.6M
|
+$829K
|
+5,987
|
+6%
|
|
|
217
|
Skyline Advisors
Bellingham,
Washington
|
$14.6M
|
+$13.7M
|
+99,211
|
New
|
|
|
218
|
Kickstand Ventures
Pittsford,
New York
|
$14.4M
|
+$8.3M
|
+59,925
|
+159%
|
|
|
219
|
Kelly Financial Services
Braintree,
Massachusetts
|
$14.4M
|
+$925K
|
+6,682
|
+7%
|
|
|
220
|
Stonebrook Private
Northville,
Michigan
|
$14.3M
|
+$13.5M
|
+97,409
|
New
|
|
|
221
|
Cook Wealth
Raleigh,
North Carolina
|
$14.2M
|
+$1.24M
|
+8,955
|
+11%
|
|
|
222
|
Spire Wealth Management
Mclean,
Virginia
|
$14.1M
|
+$586K
|
+4,236
|
+5%
|
|
|
223
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$14.1M
|
+$106K
|
+764
|
+0.8%
|
|
|
224
|
Wealth Alliance
Mellville,
New York
|
$14M
|
+$686K
|
+4,957
|
+6%
|
|
|
225
|
INVST
Indianapolis,
Indiana
|
$14M
|
-$3.95M
|
-28,561
|
-24%
|
|
