|
226
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$16.3M
|
-$108K
|
-1,317
|
-0.7%
|
|
|
227
|
Astoria Strategic Wealth
Conroe,
Texas
|
$16.3M
|
-$608K
|
-7,441
|
-4%
|
|
|
228
|
Triune Financial Partners
Overland Park,
Kansas
|
$16.2M
|
-$122K
|
-1,494
|
-0.8%
|
|
|
229
|
Circle Wealth Management
Summit,
New Jersey
|
$16.1M
|
–
|
–
|
–
|
|
|
230
|
AlphaCore Capital
La Jolla,
California
|
$16.1M
|
-$260K
|
-3,179
|
-2%
|
|
|
231
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$16.1M
|
+$777K
|
+9,502
|
+5%
|
|
|
232
|
Journey Beyond Wealth
Roswell,
Georgia
|
$16M
|
-$1.62M
|
-19,763
|
-9%
|
|
|
233
|
First National Bank of Omaha
Omaha,
Nebraska
|
$15.7M
|
-$564K
|
-6,897
|
-4%
|
|
|
234
|
Berkeley Capital Partners
Milton,
Georgia
|
$15.6M
|
+$300K
|
+3,665
|
+2%
|
|
|
235
|
Prospera Capital Management
Gilbert,
Arizona
|
$15.5M
|
+$10.2M
|
+125,115
|
+215%
|
|
|
236
|
D.A. Davidson & Co
Great Falls,
Montana
|
$15.2M
|
+$224K
|
+2,746
|
+2%
|
|
|
237
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$15.1M
|
+$742K
|
+9,079
|
+5%
|
|
|
238
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$15.1M
|
-$246K
|
-3,005
|
-2%
|
|
|
239
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$15M
|
+$3.29M
|
+40,257
|
+29%
|
|
|
240
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$15M
|
+$464K
|
+5,672
|
+3%
|
|
|
241
|
Central Valley Advisors
Sacramento,
California
|
$14.9M
|
+$14.6M
|
+178,176
|
New
|
|
|
242
|
SCS Capital Management
Boston,
Massachusetts
|
$14.8M
|
-$170K
|
-2,077
|
-1%
|
|
|
243
|
Northeast Investment Management
Boston,
Massachusetts
|
$14.5M
|
+$3.58M
|
+43,785
|
+34%
|
|
|
244
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$14.5M
|
-$2.19M
|
-26,803
|
-13%
|
|
|
245
|
BNP Paribas Financial Markets
Paris,
France
|
$14.3M
|
+$1.77M
|
+21,597
|
+14%
|
|
|
246
|
Curi RMB Capital
Chicago,
Illinois
|
$14.2M
|
+$68.4K
|
+837
|
+0.5%
|
|
|
247
|
Idaho Trust Bank
Boise,
Idaho
|
$14M
|
+$433K
|
+5,292
|
+3%
|
|
|
248
|
VERITY Wealth Advisors
Sausalito,
United States
|
$13.8M
|
+$295K
|
+3,605
|
+2%
|
|
|
249
|
Atria Investments
Charlotte,
North Carolina
|
$13.6M
|
+$1.65M
|
+20,166
|
+14%
|
|
|
250
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$13.3M
|
-$44.9K
|
-549
|
-0.3%
|
|
