|
301
|
REDW Wealth
Albuquerque,
New Mexico
|
$45.6M
|
-$4.95M
|
-16,956
|
-10%
|
|
|
302
|
Fiduciary Trust
Boston,
Massachusetts
|
$45.4M
|
+$3.97M
|
+13,616
|
+10%
|
|
|
303
|
Kearns & Associates
Palos Verdes Estates,
California
|
$45M
|
+$167K
|
+573
|
+0.4%
|
|
|
304
|
Wood Tarver Financial Group
Boise,
Idaho
|
$44.9M
|
+$45.2M
|
+154,916
|
New
|
|
|
305
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$44.7M
|
+$45M
|
+154,395
|
New
|
|
|
306
|
Matthew Hamilton Rosenberg
|
$44.6M
|
-$1M
|
-3,444
|
-2%
|
|
|
307
|
Victory Capital Management
San Antonio,
Texas
|
$44.4M
|
+$1.17M
|
+3,997
|
+3%
|
|
|
308
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$44.1M
|
+$1.22M
|
+4,184
|
+3%
|
|
|
309
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$44.1M
|
+$556K
|
+1,906
|
+1%
|
|
|
310
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$44.1M
|
+$258K
|
+885
|
+0.6%
|
|
|
311
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$44M
|
+$1.56M
|
+5,330
|
+4%
|
|
|
312
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$43.9M
|
-$521K
|
-1,787
|
-1%
|
|
|
313
|
Parallel Advisors
San Francisco,
California
|
$43.8M
|
-$144K
|
-495
|
-0.3%
|
|
|
314
|
Cypress Capital
Franklin,
Tennessee
|
$43.6M
|
-$5.31M
|
-18,190
|
-11%
|
|
|
315
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$43.4M
|
-$610K
|
-2,092
|
-1%
|
|
|
316
|
Family CFO
Los Altos,
California
|
$43.3M
|
+$991K
|
+3,395
|
+2%
|
|
|
317
|
White Wing Wealth Management
The Wodlands,
Texas
|
$43.1M
|
+$1.17M
|
+4,024
|
+3%
|
|
|
318
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$43M
|
-$296K
|
-1,013
|
-0.7%
|
|
|
319
|
Principal Financial Group
Des Moines,
Iowa
|
$42.9M
|
-$1.62M
|
-5,562
|
-4%
|
|
|
320
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$42.8M
|
-$454K
|
-1,556
|
-1%
|
|
|
321
|
|
$42.8M
|
+$43.1M
|
+147,785
|
New
|
|
|
322
|
North Star Investment Management
Chicago,
Illinois
|
$42.7M
|
+$968K
|
+3,318
|
+2%
|
|
|
323
|
Howe & Rusling
Rochester,
New York
|
$42.1M
|
+$1.36M
|
+4,660
|
+3%
|
|
|
324
|
OLIO Financial Planning
Mclean,
Virginia
|
$41.8M
|
-$24.9M
|
-85,468
|
-37%
|
|
|
325
|
Karpus Investment Management
Pittsford,
New York
|
$41.7M
|
-$514K
|
-1,760
|
-1%
|
|
