|
226
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$40.6M
|
+$862K
|
+17,327
|
+2%
|
|
|
227
|
Raffa Wealth Management
Washington,
District of Columbia
|
$40.6M
|
+$328K
|
+6,597
|
+0.8%
|
|
|
228
|
Central Trust Company
Jefferson City,
Missouri
|
$40.3M
|
-$3.02M
|
-60,612
|
-7%
|
|
|
229
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$40M
|
+$598K
|
+12,019
|
+2%
|
|
|
230
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$39.9M
|
+$13.2M
|
+264,450
|
+49%
|
|
|
231
|
Permanent Capital Management
Chicago,
Illinois
|
$39.8M
|
+$34.7M
|
+697,740
|
New
|
|
|
232
|
Oakwell Private Wealth Management
Austin,
Texas
|
$39.7M
|
+$2.89M
|
+58,022
|
+8%
|
|
|
233
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$39.6M
|
+$113K
|
+2,266
|
+0.3%
|
|
|
234
|
GP Brinson Investments
Chicago,
Illinois
|
$39M
|
–
|
–
|
–
|
|
|
235
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$39M
|
+$1.96M
|
+39,375
|
+5%
|
|
|
236
|
Gemmer Asset Management
Walnut Creek,
California
|
$38.8M
|
+$307K
|
+6,173
|
+0.8%
|
|
|
237
|
VPR Management
Houston,
Texas
|
$38.7M
|
-$16.4M
|
-329,200
|
-30%
|
|
|
238
|
Cliffwater
Marina Del Rey,
California
|
$38.7M
|
-$223K
|
-4,479
|
-0.6%
|
|
|
239
|
Park Avenue Securities
New York
|
$38.6M
|
+$894K
|
+17,968
|
+2%
|
|
|
240
|
Steward Partners Investment Advisory
New York
|
$38.1M
|
-$568K
|
-11,423
|
-1%
|
|
|
241
|
Efficient Advisors
Mason,
Ohio
|
$38M
|
+$702K
|
+14,107
|
+2%
|
|
|
242
|
Merit Financial Group
Alpharetta,
Georgia
|
$37.8M
|
+$1.44M
|
+28,924
|
+4%
|
|
|
243
|
Coyle Financial Counsel
Glenview,
Illinois
|
$37.8M
|
–
|
–
|
–
|
|
|
244
|
Eastern Bank
Boston,
Massachusetts
|
$37.6M
|
+$420K
|
+8,435
|
+1%
|
|
|
245
|
Whitcomb & Hess
Ashland,
Ohio
|
$37.1M
|
+$1.05M
|
+21,050
|
+3%
|
|
|
246
|
Partners in Financial Planning
Salem,
Virginia
|
$36.9M
|
+$792K
|
+15,927
|
+2%
|
|
|
247
|
Trust Company
Manhattan,
Kansas
|
$36.7M
|
+$380K
|
+7,636
|
+1%
|
|
|
248
|
American Trust
Lexington,
Kentucky
|
$36.5M
|
+$7.84M
|
+157,496
|
+27%
|
|
|
249
|
Empirical Wealth Management
Seattle,
Washington
|
$36.3M
|
-$335K
|
-6,723
|
-0.9%
|
|
|
250
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$36.2M
|
-$665K
|
-13,372
|
-2%
|
|
