|
351
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.44M
|
+$230K
|
+2,331
|
+20%
|
|
|
352
|
Madison Investment Holdings
Madison,
Wisconsin
|
$1.43M
|
-$60.8K
|
-617
|
-4%
|
|
|
353
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.42M
|
+$1.37M
|
+13,913
|
New
|
|
|
354
|
Boston Family Office
Boston,
Massachusetts
|
$1.41M
|
+$59.1K
|
+600
|
+5%
|
|
|
355
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
356
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.38M
|
+$423K
|
+4,298
|
+47%
|
|
|
357
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.37M
|
+$270K
|
+2,746
|
+26%
|
|
|
358
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1.36M
|
-$95.8K
|
-973
|
-7%
|
|
|
359
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.36M
|
+$4.33K
|
+44
|
+0.3%
|
|
|
360
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.35M
|
–
|
–
|
–
|
|
|
361
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.35M
|
+$14.8K
|
+150
|
+1%
|
|
|
362
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.35M
|
+$165K
|
+1,677
|
+14%
|
|
|
363
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.35M
|
+$702K
|
+7,128
|
+117%
|
|
|
364
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.33M
|
+$943K
|
+9,579
|
+274%
|
|
|
365
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.33M
|
+$1.29M
|
+13,079
|
New
|
|
|
366
|
KeyBank National Association
Cleveland,
Ohio
|
$1.32M
|
+$270K
|
+2,741
|
+27%
|
|
|
367
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.32M
|
+$1.27M
|
+12,896
|
New
|
|
|
368
|
Colony Group
Boston,
Massachusetts
|
$1.31M
|
+$4.92K
|
+50
|
+0.4%
|
|
|
369
|
|
$1.29M
|
+$14.2K
|
+144
|
+1%
|
|
|
370
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.28M
|
+$1.23M
|
+12,525
|
New
|
|
|
371
|
Bridgeworth
Birmingham,
Alabama
|
$1.27M
|
+$209K
|
+2,119
|
+21%
|
|
|
372
|
Lau Associates
Greenville,
Delaware
|
$1.26M
|
+$591
|
+6
|
+0%
|
|
|
373
|
DF Dent & Co
Baltimore,
Maryland
|
$1.25M
|
+$33.6K
|
+341
|
+3%
|
|
|
374
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.23M
|
+$1.17M
|
+11,836
|
New
|
|
|
375
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.23M
|
+$103K
|
+1,049
|
+10%
|
|
