|
251
|
Wade Financial Advisory
Campbell,
California
|
$47.5M
|
+$1.41M
|
+6,400
|
+3%
|
|
|
252
|
Prentice Wealth Management
Rochester,
New York
|
$47.5M
|
+$2.88M
|
+13,025
|
+7%
|
|
|
253
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$47.4M
|
+$1.15M
|
+5,215
|
+3%
|
|
|
254
|
Cypress Capital
Franklin,
Tennessee
|
$47.1M
|
+$26.3K
|
+119
|
+0.1%
|
|
|
255
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$47M
|
+$2.25M
|
+10,155
|
+5%
|
|
|
256
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$46.5M
|
+$3.37M
|
+15,258
|
+8%
|
|
|
257
|
University of Maryland Foundation
Adelphi,
Maryland
|
$46.1M
|
–
|
–
|
–
|
|
|
258
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$45.9M
|
-$157K
|
-709
|
-0%
|
|
|
259
|
Jones Financial Companies
Des Peres,
Missouri
|
$45.9M
|
-$896K
|
-4,052
|
-2%
|
|
|
260
|
Burrus Financial Services
Salt Lake City,
Utah
|
$45.8M
|
-$28.3M
|
-128,029
|
-40%
|
|
|
261
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$45.5M
|
-$99.6M
|
-450,676
|
-70%
|
|
|
262
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$45M
|
+$269K
|
+1,218
|
+0.6%
|
|
|
263
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$44.7M
|
+$1.17M
|
+5,282
|
+3%
|
|
|
264
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$44.5M
|
-$1.96M
|
-8,885
|
-4%
|
|
|
265
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$44.1M
|
+$36.4M
|
+164,807
|
New
|
|
|
266
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$43.8M
|
+$2.11M
|
+9,552
|
+5%
|
|
|
267
|
Atria Wealth Solutions
New York
|
$43.7M
|
-$1.88M
|
-8,517
|
-4%
|
|
|
268
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$43.5M
|
+$155K
|
+699
|
+0.4%
|
|
|
269
|
REDW Wealth
Albuquerque,
New Mexico
|
$43.5M
|
-$1.97M
|
-8,914
|
-5%
|
|
|
270
|
Prudent Man Advisors
Naperville,
Illinois
|
$43.5M
|
-$1.52M
|
-6,861
|
-4%
|
|
|
271
|
Hemington Wealth Management
Falls Church,
Virginia
|
$43.1M
|
-$328K
|
-1,485
|
-0.8%
|
|
|
272
|
EPIQ Capital Group
San Francisco,
California
|
$42.8M
|
+$6.02M
|
+27,249
|
+18%
|
|
|
273
|
Ashford Advisors
Pittsford,
New York
|
$42.8M
|
-$237K
|
-1,072
|
-0.6%
|
|
|
274
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$42.7M
|
+$2.24M
|
+10,152
|
+6%
|
|
|
275
|
North Star Asset Management
Neenah,
Wisconsin
|
$42.7M
|
+$3.08M
|
+13,940
|
+8%
|
|
