|
176
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.11M
|
-$4.03M
|
-25,332
|
-31%
|
|
|
177
|
Family CFO
Los Altos,
California
|
$9.09M
|
+$145K
|
+908
|
+2%
|
|
|
178
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$9.06M
|
+$9.08M
|
+57,046
|
New
|
|
|
179
|
KWMG LLC
Overland Park,
Kansas
|
$9.05M
|
+$98.6K
|
+619
|
+1%
|
|
|
180
|
William Blair & Company
Chicago,
Illinois
|
$9.02M
|
+$1.51M
|
+9,500
|
+20%
|
|
|
181
|
Moser Wealth Advisors
Bellevue,
Washington
|
$9M
|
+$314K
|
+1,975
|
+4%
|
|
|
182
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.99M
|
-$8.72M
|
-54,782
|
-49%
|
|
|
183
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$8.97M
|
+$753K
|
+4,728
|
+9%
|
|
|
184
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.95M
|
+$498K
|
+3,129
|
+6%
|
|
|
185
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.61M
|
-$123K
|
-773
|
-1%
|
|
|
186
|
Q3 Asset Management
Birmingham,
Michigan
|
$8.6M
|
+$8.62M
|
+54,171
|
New
|
|
|
187
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$8.59M
|
+$121K
|
+763
|
+1%
|
|
|
188
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.59M
|
-$124K
|
-778
|
-1%
|
|
|
189
|
Collective Family Office
York,
Pennsylvania
|
$8.53M
|
-$218K
|
-1,371
|
-2%
|
|
|
190
|
Arax Advisory Partners
Denver,
Colorado
|
$8.48M
|
+$2.5M
|
+15,693
|
+42%
|
|
|
191
|
Prosperity Planning
Kansas City,
Missouri
|
$8.38M
|
–
|
–
|
–
|
|
|
192
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.3M
|
-$651K
|
-4,088
|
-7%
|
|
|
193
|
Weinberger Asset Management
Los Angeles,
California
|
$8.24M
|
+$134K
|
+843
|
+2%
|
|
|
194
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$8.12M
|
+$2.74M
|
+17,225
|
+51%
|
|
|
195
|
LMCG Investments
Boston,
Massachusetts
|
$8.11M
|
+$139K
|
+874
|
+2%
|
|
|
196
|
M&T Bank
Buffalo,
New York
|
$8.07M
|
-$859K
|
-5,397
|
-10%
|
|
|
197
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.04M
|
-$478
|
-3
|
-0%
|
|
|
198
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$7.99M
|
+$672K
|
+4,219
|
+9%
|
|
|
199
|
Foster & Motley
Cincinnati,
Ohio
|
$7.97M
|
-$1.43M
|
-8,999
|
-15%
|
|
|
200
|
Coastline Trust
Providence,
Rhode Island
|
$7.94M
|
+$3.88M
|
+24,398
|
+95%
|
|
