|
301
|
Parallel Advisors
San Francisco,
California
|
$43M
|
-$59.2K
|
-217
|
-0.1%
|
|
|
302
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$42.8M
|
-$15.3K
|
-56
|
-0%
|
|
|
303
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$42.6M
|
-$1.21M
|
-4,440
|
-3%
|
|
|
304
|
Battery Global Advisors
Boston,
Massachusetts
|
$42.5M
|
+$1.64M
|
+6,007
|
+4%
|
|
|
305
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$42.4M
|
+$653K
|
+2,394
|
+2%
|
|
|
306
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$42.3M
|
+$1.09K
|
+4
|
+0%
|
|
|
307
|
Victory Capital Management
San Antonio,
Texas
|
$42.2M
|
+$138K
|
+506
|
+0.3%
|
|
|
308
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$41.9M
|
+$513K
|
+1,880
|
+1%
|
|
|
309
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$41.5M
|
+$7.63M
|
+27,986
|
+24%
|
|
|
310
|
Family CFO
Los Altos,
California
|
$41.3M
|
+$62.5K
|
+229
|
+0.2%
|
|
|
311
|
Fiducient Advisors
Chicago,
Illinois
|
$41.3M
|
+$5.18K
|
+19
|
+0%
|
|
|
312
|
Karpus Investment Management
Pittsford,
New York
|
$41.3M
|
+$6.09M
|
+22,337
|
+18%
|
|
|
313
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$41.1M
|
-$736K
|
-2,700
|
-2%
|
|
|
314
|
White Wing Wealth Management
The Wodlands,
Texas
|
$41M
|
-$151K
|
-553
|
-0.4%
|
|
|
315
|
North Star Investment Management
Chicago,
Illinois
|
$40.7M
|
+$458K
|
+1,678
|
+1%
|
|
|
316
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$40.6M
|
-$26.8M
|
-98,092
|
-41%
|
|
|
317
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.5M
|
-$3.1M
|
-11,376
|
-7%
|
|
|
318
|
Fiduciary Trust
Boston,
Massachusetts
|
$40.5M
|
+$403K
|
+1,476
|
+1%
|
|
|
319
|
Capitol Family Office
Beaverton,
Oregon
|
$40.2M
|
+$1.17M
|
+4,305
|
+3%
|
|
|
320
|
Howe & Rusling
Rochester,
New York
|
$39.8M
|
+$2.53M
|
+9,282
|
+7%
|
|
|
321
|
Bridgewater Advisors
New York
|
$39.5M
|
-$1.19M
|
-4,370
|
-3%
|
|
|
322
|
Pacific Center for Financial Services
San Ramon,
California
|
$39.5M
|
+$411K
|
+1,505
|
+1%
|
|
|
323
|
TLWM Financial
San Antonio,
Texas
|
$38.9M
|
+$130K
|
+476
|
+0.3%
|
|
|
324
|
Gibson Wealth Advisors
Tyler,
Texas
|
$38.8M
|
-$539K
|
-1,976
|
-1%
|
|
|
325
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$38.7M
|
-$47.9M
|
-175,654
|
-100%
|
|
