|
251
|
Trevian Wealth Management
Weston,
Massachusetts
|
$74.5M
|
+$4.74M
|
+10,360
|
+7%
|
|
|
252
|
SilverOak Wealth Management
Edina,
Minnesota
|
$74.4M
|
-$580K
|
-1,268
|
-0.8%
|
|
|
253
|
WestHill Financial Advisors
San Rafael,
California
|
$74.4M
|
-$683K
|
-1,492
|
-1%
|
|
|
254
|
Perigon Wealth Management
San Francisco,
California
|
$73.8M
|
-$2.24M
|
-4,896
|
-3%
|
|
|
255
|
Affiance Financial
St. Louis Park,
Minnesota
|
$73.6M
|
+$1.73M
|
+3,781
|
+3%
|
|
|
256
|
Angeles Wealth Management
Santa Monica,
California
|
$73.4M
|
+$4.74M
|
+10,346
|
+7%
|
|
|
257
|
Aspiriant LLC
Los Angeles,
California
|
$72.9M
|
-$193K
|
-421
|
-0.3%
|
|
|
258
|
Clarius Group LLC
Seattle,
Washington
|
$72.6M
|
+$12.7M
|
+27,843
|
+23%
|
|
|
259
|
HSBC Holdings
London,
United Kingdom
|
$72.2M
|
+$21.7M
|
+47,426
|
+46%
|
|
|
260
|
|
$72.2M
|
+$662K
|
+1,446
|
+1%
|
|
|
261
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$72M
|
+$1.43M
|
+3,114
|
+2%
|
|
|
262
|
RFG Holdings
Argyle,
Texas
|
$70.4M
|
+$5.7M
|
+12,445
|
+9%
|
|
|
263
|
Webster Bank
Waterbury,
Connecticut
|
$69.8M
|
+$1.57M
|
+3,421
|
+2%
|
|
|
264
|
Dechtman Wealth Management
Centennial,
Colorado
|
$68.5M
|
+$6.59M
|
+14,407
|
+11%
|
|
|
265
|
HB Wealth Management
Atlanta,
Georgia
|
$68M
|
+$4.46M
|
+9,752
|
+7%
|
|
|
266
|
Evermay Wealth Management
Arlington,
Virginia
|
$67.7M
|
-$740K
|
-1,616
|
-1%
|
|
|
267
|
RMR Wealth Builders
Montclair,
New Jersey
|
$67.4M
|
+$1.9M
|
+4,162
|
+3%
|
|
|
268
|
Mayport LLC
Newton,
Massachusetts
|
$67M
|
+$9.75M
|
+21,293
|
+18%
|
|
|
269
|
SVB Wealth
Boston,
Massachusetts
|
$66.4M
|
-$11.9M
|
-25,952
|
-16%
|
|
|
270
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$66.2M
|
-$5.07M
|
-11,072
|
-7%
|
|
|
271
|
Simplicity Wealth
Summit,
New Jersey
|
$65.3M
|
+$58.9M
|
+128,746
|
+1,819%
|
|
|
272
|
Evoke Wealth
Los Angeles,
California
|
$64.7M
|
+$61.6M
|
+134,647
|
New
|
|
|
273
|
Texas Capital Bancshares
Dallas,
Texas
|
$64.1M
|
+$8.59M
|
+18,765
|
+16%
|
|
|
274
|
Washington Trust
Westerly,
Rhode Island
|
$64.1M
|
+$1.94M
|
+4,242
|
+3%
|
|
|
275
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$63.9M
|
+$1.93M
|
+4,209
|
+3%
|
|
