|
251
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$12.5M
|
+$312K
|
+2,147
|
+3%
|
|
|
252
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.5M
|
+$11.2M
|
+77,294
|
+4,427%
|
|
|
253
|
Breakwater Capital Group
Paramus,
New Jersey
|
$12.4M
|
+$362K
|
+2,495
|
+3%
|
|
|
254
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.4M
|
-$10.1M
|
-69,734
|
-47%
|
|
|
255
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.3M
|
+$1.24M
|
+8,532
|
+12%
|
|
|
256
|
|
$12.2M
|
+$11.2M
|
+77,113
|
New
|
|
|
257
|
Fagan Associates
Troy,
New York
|
$12.1M
|
-$568K
|
-3,913
|
-5%
|
|
|
258
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$11.9M
|
+$930K
|
+6,401
|
+9%
|
|
|
259
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$11.8M
|
+$8.73M
|
+60,088
|
+390%
|
|
|
260
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.7M
|
+$1.38M
|
+9,485
|
+15%
|
|
|
261
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.7M
|
-$7.08M
|
-48,730
|
-40%
|
|
|
262
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$11.4M
|
+$10.7M
|
+73,885
|
New
|
|
|
263
|
First Foundation Advisors
Irvine,
California
|
$11.4M
|
+$4.49M
|
+30,880
|
+75%
|
|
|
264
|
TMD Wealth Management
Scottsdale,
Arizona
|
$11.4M
|
-$528K
|
-3,637
|
-5%
|
|
|
265
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$11.3M
|
+$10.4M
|
+71,683
|
New
|
|
|
266
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$11.3M
|
+$3.13M
|
+21,560
|
+43%
|
|
|
267
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.2M
|
-$860K
|
-5,917
|
-8%
|
|
|
268
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$11.2M
|
-$2.25M
|
-15,472
|
-99%
|
|
|
269
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.2M
|
-$961K
|
-6,613
|
-9%
|
|
|
270
|
Ratio Wealth Group
Denver,
Colorado
|
$11M
|
+$6.21M
|
+42,771
|
+158%
|
|
|
271
|
Essex Financial Services
Essex,
Connecticut
|
$11M
|
+$95.7K
|
+659
|
+1%
|
|
|
272
|
Caldwell Trust
Venice,
Florida
|
$11M
|
+$18K
|
+124
|
+0.2%
|
|
|
273
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$11M
|
–
|
–
|
–
|
|
|
274
|
Pathstone Holdings
Englewood,
New Jersey
|
$11M
|
+$10.1M
|
+69,614
|
New
|
|
|
275
|
Peak Asset Management
Louisville,
Colorado
|
$11M
|
+$2.82M
|
+19,401
|
+39%
|
|
