|
251
|
Segment Wealth Management
Houston,
Texas
|
$11.2M
|
+$1.78M
|
+12,915
|
+17%
|
|
|
252
|
Valeo Financial Advisors
Carmel,
Indiana
|
$11.1M
|
+$363K
|
+2,631
|
+3%
|
|
|
253
|
Westside Investment Management
Santa Monica,
California
|
$11.1M
|
-$337K
|
-2,439
|
-3%
|
|
|
254
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$11M
|
-$460K
|
-3,330
|
-4%
|
|
|
255
|
Hugh Johnson Advisors
Albany,
New York
|
$10.9M
|
-$3.05M
|
-22,074
|
-21%
|
|
|
256
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.9M
|
+$3.43M
|
+24,852
|
+41%
|
|
|
257
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$10.8M
|
-$193K
|
-1,396
|
-2%
|
|
|
258
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$10.7M
|
-$313K
|
-2,270
|
-3%
|
|
|
259
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.6M
|
+$11.6M
|
+83,935
|
New
|
|
|
260
|
Madrona Financial Services
Everett,
Washington
|
$10.6M
|
+$212K
|
+1,537
|
+2%
|
|
|
261
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10.5M
|
+$86.8K
|
+629
|
+0.8%
|
|
|
262
|
Portland Global Advisors
Portland,
Maine
|
$10.5M
|
-$229K
|
-1,656
|
-2%
|
|
|
263
|
BFSG LLC
Irvine,
California
|
$10.4M
|
+$3.56M
|
+25,796
|
+47%
|
|
|
264
|
Western Wealth Management
Golden,
Colorado
|
$10.2M
|
+$11.1M
|
+80,248
|
New
|
|
|
265
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10.2M
|
+$8.52M
|
+61,725
|
+337%
|
|
|
266
|
State Street
Boston,
Massachusetts
|
$10.2M
|
+$13.5K
|
+98
|
+0.1%
|
|
|
267
|
SigFig Wealth Management
San Francisco,
California
|
$10.2M
|
-$1.22M
|
-8,805
|
-10%
|
|
|
268
|
AllianceBernstein
Nashville,
Tennessee
|
$10.2M
|
+$39.9K
|
+289
|
+0.4%
|
|
|
269
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$10.1M
|
+$11M
|
+79,342
|
New
|
|
|
270
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.1M
|
+$10.9M
|
+79,198
|
New
|
|
|
271
|
Kings Point Capital Management
Great Neck,
New York
|
$10.1M
|
+$264K
|
+1,911
|
+2%
|
|
|
272
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10.1M
|
-$647K
|
-4,684
|
-6%
|
|
|
273
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.84M
|
-$1.05M
|
-7,592
|
-9%
|
|
|
274
|
Savant Capital
Rockford,
Illinois
|
$9.83M
|
-$194K
|
-1,402
|
-2%
|
|
|
275
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$9.82M
|
-$8.42M
|
-61,000
|
-44%
|
|
