|
251
|
REDW Wealth
Albuquerque,
New Mexico
|
$40.8M
|
-$2.69M
|
-12,174
|
-6%
|
|
|
252
|
Abacus Planning Group
Columbia,
South Carolina
|
$40.6M
|
+$1.31M
|
+5,940
|
+3%
|
|
|
253
|
Prudent Man Advisors
Naperville,
Illinois
|
$40.4M
|
-$1.07M
|
-4,837
|
-2%
|
|
|
254
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$40.3M
|
+$14.1M
|
+63,494
|
+50%
|
|
|
255
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$40.2M
|
-$31.2M
|
-140,759
|
-43%
|
|
|
256
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$40M
|
-$13.2M
|
-59,530
|
-24%
|
|
|
257
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$40M
|
+$4.23M
|
+19,131
|
+11%
|
|
|
258
|
Prentice Wealth Management
Rochester,
New York
|
$39.8M
|
-$7.31M
|
-33,043
|
-15%
|
|
|
259
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$39.3M
|
-$956K
|
-4,319
|
-2%
|
|
|
260
|
Hemington Wealth Management
Falls Church,
Virginia
|
$38.9M
|
-$208K
|
-940
|
-0.5%
|
|
|
261
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38.9M
|
+$1.88M
|
+8,504
|
+5%
|
|
|
262
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$38.8M
|
-$327K
|
-1,476
|
-0.8%
|
|
|
263
|
Ashford Advisors
Pittsford,
New York
|
$38.6M
|
–
|
–
|
–
|
|
|
264
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$38.4M
|
+$633K
|
+2,859
|
+2%
|
|
|
265
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$38.4M
|
-$624K
|
-2,819
|
-2%
|
|
|
266
|
Smith, Moore & Co
Clayton,
Missouri
|
$38.3M
|
+$84.8K
|
+383
|
+0.2%
|
|
|
267
|
Magnolia Wealth Management
Dothan,
Alabama
|
$38.2M
|
+$2.45M
|
+11,054
|
+7%
|
|
|
268
|
Linscomb Wealth
Houston,
Texas
|
$37.7M
|
-$5.49M
|
-24,786
|
-12%
|
|
|
269
|
Clarius Group LLC
Seattle,
Washington
|
$37.4M
|
+$34M
|
+153,431
|
+677%
|
|
|
270
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$37.4M
|
-$1.8M
|
-8,140
|
-4%
|
|
|
271
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$37.3M
|
-$1.03M
|
-4,667
|
-3%
|
|
|
272
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$37.2M
|
+$4.89M
|
+22,094
|
+14%
|
|
|
273
|
Libra Wealth
Los Gatos,
California
|
$37M
|
+$319K
|
+1,442
|
+0.8%
|
|
|
274
|
Karpus Investment Management
Pittsford,
New York
|
$36.9M
|
-$1.94M
|
-8,748
|
-5%
|
|
|
275
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$36.8M
|
+$189K
|
+852
|
+0.5%
|
|
