|
301
|
Oakwell Private Wealth Management
Austin,
Texas
|
$19.3M
|
+$18.1M
|
+99,071
|
New
|
|
|
302
|
Trinity Financial Advisors
Columbus,
Ohio
|
$19.1M
|
+$17.7M
|
+97,077
|
New
|
|
|
303
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$18.9M
|
-$97.2K
|
-532
|
-0.5%
|
|
|
304
|
Cetera Advisors
Denver,
Colorado
|
$18.7M
|
+$3.05M
|
+16,713
|
+21%
|
|
|
305
|
Belpointe Asset Management
Reno,
Nevada
|
$18.5M
|
+$817K
|
+4,471
|
+5%
|
|
|
306
|
|
$18.5M
|
–
|
–
|
–
|
|
|
307
|
Washington Capital Management
Seattle,
Washington
|
$18.3M
|
-$23.6K
|
-129
|
-0.1%
|
|
|
308
|
Omnia Family Wealth
Aventura,
Florida
|
$18.3M
|
-$662K
|
-3,622
|
-4%
|
|
|
309
|
SYM Financial Corp
Winona Lake,
Indiana
|
$17.8M
|
-$11.5M
|
-62,945
|
-41%
|
|
|
310
|
Wealthsimple US
Brooklyn,
New York
|
$17.6M
|
+$982K
|
+5,371
|
+6%
|
|
|
311
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$17.6M
|
-$25.4K
|
-139
|
-0.2%
|
|
|
312
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$17.5M
|
+$885K
|
+4,842
|
+6%
|
|
|
313
|
Rockbridge Investment Management
Syracuse,
New York
|
$17.3M
|
+$770K
|
+4,214
|
+5%
|
|
|
314
|
AllianceBernstein
Nashville,
Tennessee
|
$17.3M
|
+$314K
|
+1,720
|
+2%
|
|
|
315
|
|
$17.2M
|
+$454K
|
+2,483
|
+3%
|
|
|
316
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$17M
|
–
|
–
|
–
|
|
|
317
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$16.9M
|
-$1.09M
|
-5,968
|
-6%
|
|
|
318
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$16.8M
|
+$4.65M
|
+25,455
|
+42%
|
|
|
319
|
Everhart Financial Group
Dublin,
Ohio
|
$16.8M
|
+$15.8M
|
+86,279
|
New
|
|
|
320
|
William Blair & Company
Chicago,
Illinois
|
$16.8M
|
-$1.46M
|
-8,012
|
-8%
|
|
|
321
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$16.5M
|
-$2.74K
|
-15
|
-0%
|
|
|
322
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$16.5M
|
+$1.07M
|
+5,875
|
+7%
|
|
|
323
|
Geneos Wealth Management
Englewood,
Colorado
|
$16.5M
|
+$39.6M
|
+216,585
|
+297%
|
|
|
324
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
+$557K
|
+3,048
|
+4%
|
|
|
325
|
IFG Advisory
Atlanta,
Georgia
|
$16.5M
|
+$428K
|
+2,339
|
+3%
|
|
