|
301
|
Legacy Private Trust
Neenah,
Wisconsin
|
$18.8M
|
+$894K
|
+17,190
|
+5%
|
|
|
302
|
Summit Financial
Parsippany,
New Jersey
|
$18.4M
|
+$3.87M
|
+74,482
|
+26%
|
|
|
303
|
One Wealth Advisors
San Francisco,
California
|
$18.4M
|
-$3.2M
|
-61,563
|
-14%
|
|
|
304
|
Efficient Advisors
Mason,
Ohio
|
$18.4M
|
+$9.28M
|
+178,421
|
+96%
|
|
|
305
|
SigFig Wealth Management
San Francisco,
California
|
$18.3M
|
+$1.46M
|
+28,060
|
+8%
|
|
|
306
|
GHP Investment Advisors
Denver,
Colorado
|
$18.2M
|
+$124K
|
+2,376
|
+0.7%
|
|
|
307
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18.1M
|
+$300K
|
+5,766
|
+2%
|
|
|
308
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$18M
|
-$204K
|
-3,922
|
-1%
|
|
|
309
|
Windham Capital Management
Boston,
Massachusetts
|
$17.9M
|
-$2.18M
|
-42,000
|
-11%
|
|
|
310
|
Klingman & Associates
New York
|
$17.9M
|
+$1.85M
|
+35,474
|
+11%
|
|
|
311
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$17.8M
|
+$74.7K
|
+1,436
|
+0.4%
|
|
|
312
|
Estate Counselors
Thiensville,
Wisconsin
|
$17.8M
|
+$9.65M
|
+185,570
|
+111%
|
|
|
313
|
Monument Capital Management
Alexandria,
Virginia
|
$17.6M
|
+$5.39M
|
+103,583
|
+42%
|
|
|
314
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$17.6M
|
+$4.06K
|
+78
|
+0%
|
|
|
315
|
Wiser Wealth Management
Marietta,
Georgia
|
$17.5M
|
+$2.14M
|
+41,239
|
+14%
|
|
|
316
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$17.2M
|
+$2.21M
|
+42,447
|
+14%
|
|
|
317
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$17.1M
|
+$1.08M
|
+20,814
|
+7%
|
|
|
318
|
Annapolis Financial Services
Annapolis,
Maryland
|
$17.1M
|
-$279K
|
-5,362
|
-2%
|
|
|
319
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$16.9M
|
–
|
–
|
–
|
|
|
320
|
First Horizon Advisors
Memphis,
Tennessee
|
$16.9M
|
+$2.59M
|
+49,787
|
+17%
|
|
|
321
|
Nelson Capital Management
Menlo Park,
California
|
$16.8M
|
+$708K
|
+13,610
|
+4%
|
|
|
322
|
Aspire Private Capital
Cornelius,
North Carolina
|
$16.8M
|
+$169K
|
+3,249
|
+1%
|
|
|
323
|
Brown Advisory
Baltimore,
Maryland
|
$16.8M
|
+$422K
|
+8,106
|
+2%
|
|
|
324
|
Sepio Capital
Salt Lake City,
Utah
|
$16.8M
|
-$3.54M
|
-68,020
|
-17%
|
|
|
325
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$16.8M
|
+$17.3M
|
+332,238
|
New
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