|
226
|
Private Ocean
San Rafael,
California
|
$7.27M
|
-$284K
|
-5,674
|
-4%
|
|
|
227
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$7.19M
|
+$564K
|
+11,269
|
+9%
|
|
|
228
|
Summit Financial
Parsippany,
New Jersey
|
$7.13M
|
+$5.69M
|
+113,750
|
+398%
|
|
|
229
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.87M
|
+$703K
|
+14,054
|
+11%
|
|
|
230
|
Glassman Wealth Services
Vienna,
Virginia
|
$6.51M
|
-$114K
|
-2,285
|
-2%
|
|
|
231
|
Bowman & Company
Oshkosh,
Wisconsin
|
$6.45M
|
+$48.5K
|
+969
|
+0.8%
|
|
|
232
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.39M
|
-$486K
|
-9,710
|
-7%
|
|
|
233
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$6.32M
|
–
|
–
|
–
|
|
|
234
|
|
$6.3M
|
+$6.29M
|
+125,739
|
New
|
|
|
235
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$6.25M
|
–
|
–
|
–
|
|
|
236
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.22M
|
-$111K
|
-2,228
|
-2%
|
|
|
237
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.21M
|
–
|
–
|
–
|
|
|
238
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$6.17M
|
+$471K
|
+9,417
|
+8%
|
|
|
239
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.15M
|
+$425K
|
+8,498
|
+7%
|
|
|
240
|
Schiavi & Co
Wilmington,
Delaware
|
$6.1M
|
+$455K
|
+9,099
|
+8%
|
|
|
241
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.09M
|
+$34.2K
|
+684
|
+0.6%
|
|
|
242
|
AllianceBernstein
Nashville,
Tennessee
|
$6.09M
|
+$6.08M
|
+121,548
|
New
|
|
|
243
|
Cooper/Haims Advisors
Victor,
New York
|
$6.03M
|
+$111K
|
+2,209
|
+2%
|
|
|
244
|
Atomi Financial Group
New York
|
$5.98M
|
+$1.75M
|
+34,908
|
+41%
|
|
|
245
|
Alaethes Wealth
Glenbrook,
Nevada
|
$5.9M
|
+$1.1M
|
+22,058
|
+23%
|
|
|
246
|
TD Private Client Wealth
New York
|
$5.88M
|
+$305K
|
+6,086
|
+5%
|
|
|
247
|
William Blair & Company
Chicago,
Illinois
|
$5.88M
|
-$262K
|
-5,230
|
-4%
|
|
|
248
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.81M
|
+$117K
|
+2,329
|
+2%
|
|
|
249
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$5.73M
|
+$981K
|
+19,601
|
+21%
|
|
|
250
|
PFG Advisors
Phoenix,
Arizona
|
$5.72M
|
+$78.5K
|
+1,569
|
+1%
|
|
