|
226
|
Great Diamond Partners
Portland,
Maine
|
$21.9M
|
-$509K
|
-3,455
|
-2%
|
|
|
227
|
Blankinship & Foster
Solana Beach,
California
|
$21.7M
|
+$4.37M
|
+29,659
|
+27%
|
|
|
228
|
Victory Capital Management
San Antonio,
Texas
|
$21.5M
|
-$24.3M
|
-164,744
|
-55%
|
|
|
229
|
EPIQ Capital Group
San Francisco,
California
|
$21.5M
|
-$378K
|
-2,565
|
-2%
|
|
|
230
|
Estate Counselors
Thiensville,
Wisconsin
|
$21.2M
|
-$10.8M
|
-73,032
|
-35%
|
|
|
231
|
Equitable Holdings
New York
|
$21.1M
|
-$163K
|
-1,104
|
-0.8%
|
|
|
232
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$20.6M
|
+$302K
|
+2,050
|
+2%
|
|
|
233
|
Pure Financial Advisors
San Diego,
California
|
$20.6M
|
-$205K
|
-1,390
|
-1%
|
|
|
234
|
Diversified Trust
Memphis,
Tennessee
|
$20.6M
|
-$5.89M
|
-39,951
|
-23%
|
|
|
235
|
Peak Financial Management
Wellesley,
Massachusetts
|
$20.5M
|
-$825K
|
-5,593
|
-4%
|
|
|
236
|
VERITY Wealth Advisors
Sausalito,
United States
|
$20.2M
|
+$6.6M
|
+44,745
|
+53%
|
|
|
237
|
Bartlett & Co
Cincinnati,
Ohio
|
$19.8M
|
-$409K
|
-2,774
|
-2%
|
|
|
238
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$19.8M
|
-$409K
|
-2,774
|
-2%
|
|
|
239
|
|
$19.8M
|
–
|
–
|
–
|
|
|
240
|
North Star Investment Management
Chicago,
Illinois
|
$19.7M
|
+$966K
|
+6,551
|
+5%
|
|
|
241
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$19.6M
|
+$1.82M
|
+12,338
|
+11%
|
|
|
242
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$19.4M
|
+$3.01M
|
+20,401
|
+20%
|
|
|
243
|
Commerce Bank
Kansas City,
Missouri
|
$19.4M
|
-$965K
|
-6,545
|
-5%
|
|
|
244
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$19.2M
|
-$677K
|
-4,593
|
-4%
|
|
|
245
|
Wind River Trust Company
Jackson,
Wyoming
|
$19.1M
|
-$686K
|
-4,654
|
-4%
|
|
|
246
|
HC Advisors
Sandy Springs,
Georgia
|
$19.1M
|
+$17.9M
|
+121,720
|
New
|
|
|
247
|
KeyBank National Association
Cleveland,
Ohio
|
$19M
|
+$5.84M
|
+39,635
|
+49%
|
|
|
248
|
AllSquare Wealth Management
Albany,
New York
|
$18.9M
|
+$15.3K
|
+104
|
+0.1%
|
|
|
249
|
Parallel Advisors
San Francisco,
California
|
$18.9M
|
+$2.14M
|
+14,545
|
+14%
|
|
|
250
|
Avantax Advisory Services
Dallas,
Texas
|
$18.5M
|
-$1.01M
|
-6,872
|
-5%
|
|
