|
226
|
Addison Advisors
Middlebury,
Vermont
|
$20.7M
|
+$135K
|
+642
|
+0.7%
|
|
|
227
|
RWA Wealth Partners
Newton,
Massachusetts
|
$20.6M
|
-$732K
|
-3,484
|
-4%
|
|
|
228
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$20.5M
|
-$1.2M
|
-5,718
|
-6%
|
|
|
229
|
Family Management
New York
|
$20.4M
|
-$640K
|
-3,048
|
-3%
|
|
|
230
|
Vise Technologies
New York
|
$20.3M
|
+$4.05M
|
+19,277
|
+26%
|
|
|
231
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$20.1M
|
+$19.6M
|
+93,258
|
New
|
|
|
232
|
Snider Financial Group
Bellevue,
Washington
|
$20.1M
|
+$208K
|
+989
|
+1%
|
|
|
233
|
FAS Wealth Partners
Leawood,
Kansas
|
$19.7M
|
+$176K
|
+836
|
+0.9%
|
|
|
234
|
GEN Financial Management
Plymouth,
Minnesota
|
$19.5M
|
-$2.2M
|
-10,470
|
-10%
|
|
|
235
|
Amara Financial
San Francisco,
California
|
$19.4M
|
+$2.03M
|
+9,648
|
+12%
|
|
|
236
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$19.3M
|
+$1.05M
|
+4,980
|
+6%
|
|
|
237
|
Curi RMB Capital
Chicago,
Illinois
|
$19.2M
|
+$297K
|
+1,415
|
+2%
|
|
|
238
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$19.1M
|
+$125K
|
+596
|
+0.7%
|
|
|
239
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$19M
|
-$325K
|
-1,546
|
-2%
|
|
|
240
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$18.9M
|
+$157K
|
+750
|
+0.9%
|
|
|
241
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$18.9M
|
-$78.3K
|
-373
|
-0.4%
|
|
|
242
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.9M
|
+$366K
|
+1,744
|
+2%
|
|
|
243
|
Natixis Advisors
Boston,
Massachusetts
|
$18.8M
|
+$761K
|
+3,623
|
+4%
|
|
|
244
|
CM Wealth Advisors
Beachwood,
Ohio
|
$18.7M
|
+$100K
|
+477
|
+0.6%
|
|
|
245
|
Cahill Financial Advisors
Edina,
Minnesota
|
$18.7M
|
-$407K
|
-1,936
|
-2%
|
|
|
246
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$18.7M
|
-$116K
|
-553
|
-0.6%
|
|
|
247
|
Smith, Moore & Co
Clayton,
Missouri
|
$18.6M
|
-$50.8K
|
-242
|
-0.3%
|
|
|
248
|
Farther Finance Advisors
San Francisco,
California
|
$18.5M
|
+$1.64M
|
+7,793
|
+10%
|
|
|
249
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$18.5M
|
+$785K
|
+3,739
|
+5%
|
|
|
250
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$18.4M
|
+$327K
|
+1,555
|
+2%
|
|
