|
251
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.8M
|
+$4.79M
|
+116,836
|
+40%
|
|
|
252
|
Opus Investment Management
Worcester,
Massachusetts
|
$16.7M
|
–
|
–
|
–
|
|
|
253
|
Cresset Asset Management
Chicago,
Illinois
|
$16.6M
|
+$305K
|
+7,437
|
+2%
|
|
|
254
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$16.6M
|
+$1.19M
|
+28,891
|
+8%
|
|
|
255
|
Kestra Advisory Services
Austin,
Texas
|
$16.1M
|
+$16.1M
|
+393,097
|
New
|
|
|
256
|
Fiduciary Group
Savannah,
Georgia
|
$16.1M
|
+$485K
|
+11,814
|
+3%
|
|
|
257
|
FSA Wealth Management
Needham,
Massachusetts
|
$15.8M
|
+$2.04M
|
+49,843
|
+15%
|
|
|
258
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$15.8M
|
–
|
–
|
–
|
|
|
259
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$15.5M
|
+$413K
|
+10,077
|
+3%
|
|
|
260
|
Ziegler Capital Management
Chicago,
Illinois
|
$15.5M
|
+$258K
|
+6,295
|
+2%
|
|
|
261
|
Daniels + Tansey
Wilmington,
Delaware
|
$15.5M
|
+$15.5M
|
+378,036
|
New
|
|
|
262
|
Chai Trust Company
Chicago,
Illinois
|
$15.5M
|
+$1.35M
|
+32,986
|
+10%
|
|
|
263
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$15.4M
|
-$594K
|
-14,473
|
-4%
|
|
|
264
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.3M
|
+$499K
|
+12,167
|
+3%
|
|
|
265
|
Goldstein Munger & Associates
San Ramon,
California
|
$15.1M
|
+$3.66M
|
+89,295
|
+32%
|
|
|
266
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.9M
|
+$271K
|
+6,598
|
+2%
|
|
|
267
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$14.9M
|
+$1.91M
|
+46,524
|
+15%
|
|
|
268
|
Founders Financial Securities
Towson,
Maryland
|
$14.9M
|
+$14.9M
|
+363,258
|
New
|
|
|
269
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$14.8M
|
+$100K
|
+2,442
|
+0.7%
|
|
|
270
|
Ferris Capital
Marlborough,
Massachusetts
|
$14.7M
|
+$204K
|
+4,963
|
+1%
|
|
|
271
|
CIBC World Market
Toronto,
Ontario, Canada
|
$14.7M
|
+$337K
|
+8,221
|
+2%
|
|
|
272
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.6M
|
-$27.2K
|
-662
|
-0.2%
|
|
|
273
|
Praetorian Wealth Management
Carmel,
California
|
$14.5M
|
+$842K
|
+20,512
|
+6%
|
|
|
274
|
GW & Wade
Wellesley,
Massachusetts
|
$14.4M
|
+$626K
|
+15,249
|
+5%
|
|
|
275
|
GHP Investment Advisors
Denver,
Colorado
|
$14.3M
|
-$553K
|
-13,490
|
-4%
|
|
