|
301
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.52M
|
+$4.52M
|
+76,435
|
+444%
|
|
|
302
|
Americana Partners
Houston,
Texas
|
$5.5M
|
+$4.47M
|
+75,677
|
+430%
|
|
|
303
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.5M
|
-$479K
|
-8,099
|
-8%
|
|
|
304
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$5.49M
|
+$196K
|
+3,321
|
+4%
|
|
|
305
|
Plan A Wealth
Lincoln,
Nebraska
|
$5.48M
|
+$642K
|
+10,869
|
+13%
|
|
|
306
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5.46M
|
+$235K
|
+3,972
|
+4%
|
|
|
307
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.43M
|
-$589K
|
-9,965
|
-10%
|
|
|
308
|
Downshift Financial
Boulder,
Colorado
|
$5.4M
|
-$1.14M
|
-19,318
|
-17%
|
|
|
309
|
Equitable Holdings
New York
|
$5.38M
|
+$3.45M
|
+58,396
|
+178%
|
|
|
310
|
Gotham Asset Management
New York
|
$5.3M
|
–
|
–
|
–
|
|
|
311
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$5.28M
|
+$989K
|
+16,745
|
+23%
|
|
|
312
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$5.17M
|
-$110K
|
-1,854
|
-2%
|
|
|
313
|
Curi RMB Capital
Chicago,
Illinois
|
$5.14M
|
+$359K
|
+6,079
|
+7%
|
|
|
314
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$5.14M
|
+$301K
|
+5,100
|
+6%
|
|
|
315
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$5.13M
|
+$509K
|
+8,621
|
+11%
|
|
|
316
|
RFG Advisory
Birmingham,
Alabama
|
$5.13M
|
-$1.39M
|
-23,465
|
-21%
|
|
|
317
|
Mercer Global Advisors
Denver,
Colorado
|
$5.1M
|
+$454K
|
+7,679
|
+10%
|
|
|
318
|
Stableford Capital II
Scottsdale,
Arizona
|
$5.09M
|
-$2.05M
|
-34,672
|
-29%
|
|
|
319
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$5.08M
|
+$424K
|
+7,170
|
+9%
|
|
|
320
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$5.07M
|
+$966K
|
+16,356
|
+23%
|
|
|
321
|
CVS Health
Woonsocket,
Rhode Island
|
$5.01M
|
–
|
–
|
–
|
|
|
322
|
Wealthfront Advisers
Palo Alto,
California
|
$4.99M
|
+$405K
|
+6,853
|
+9%
|
|
|
323
|
Blume Capital Management
Berkeley,
California
|
$4.95M
|
+$204K
|
+3,450
|
+4%
|
|
|
324
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$4.92M
|
-$130K
|
-2,207
|
-3%
|
|
|
325
|
Advisory Services Network
Atlanta,
Georgia
|
$4.79M
|
+$556K
|
+9,415
|
+13%
|
|
