|
326
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$37M
|
-$73.3M
|
-296,171
|
-68%
|
|
|
327
|
Fiduciary Trust
Boston,
Massachusetts
|
$36.9M
|
+$9.3M
|
+37,599
|
+36%
|
|
|
328
|
Windham Capital Management
Boston,
Massachusetts
|
$36.6M
|
-$18.9M
|
-76,515
|
-35%
|
|
|
329
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.5M
|
+$3.16M
|
+12,782
|
+10%
|
|
|
330
|
Capitol Family Office
Beaverton,
Oregon
|
$36.4M
|
+$15.8M
|
+63,868
|
+84%
|
|
|
331
|
JVL Associates
Wyoming,
Michigan
|
$35.8M
|
-$235K
|
-949
|
-0.7%
|
|
|
332
|
United Capital Financial Advisors
Irving,
Texas
|
$35.8M
|
-$2.91M
|
-11,770
|
-8%
|
|
|
333
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$35.8M
|
+$1.81M
|
+7,321
|
+5%
|
|
|
334
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$35.8M
|
-$6.11M
|
-24,684
|
-15%
|
|
|
335
|
Gibson Wealth Advisors
Tyler,
Texas
|
$35.7M
|
+$34M
|
+137,344
|
New
|
|
|
336
|
Pacific Center for Financial Services
San Ramon,
California
|
$35.6M
|
+$1.23M
|
+4,983
|
+4%
|
|
|
337
|
WealthPLAN Partners
Omaha,
Nebraska
|
$35.4M
|
-$874K
|
-3,533
|
-3%
|
|
|
338
|
Karpus Investment Management
Pittsford,
New York
|
$35.3M
|
-$3.93M
|
-15,901
|
-10%
|
|
|
339
|
TLWM Financial
San Antonio,
Texas
|
$35.3M
|
-$226K
|
-912
|
-0.7%
|
|
|
340
|
First Western Trust Bank
Denver,
Colorado
|
$35.1M
|
–
|
–
|
–
|
|
|
341
|
Modera Wealth Management
Westwood,
New Jersey
|
$34.9M
|
-$1.29M
|
-5,229
|
-4%
|
|
|
342
|
RWA Wealth Partners
Newton,
Massachusetts
|
$34.9M
|
-$90.8K
|
-367
|
-0.3%
|
|
|
343
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$34.7M
|
+$2.06M
|
+8,335
|
+7%
|
|
|
344
|
Opus Investment Management
Worcester,
Massachusetts
|
$34.6M
|
-$19.8M
|
-79,837
|
-38%
|
|
|
345
|
Regis Acquisition
Denver,
Colorado
|
$34.2M
|
-$20.9M
|
-84,384
|
-39%
|
|
|
346
|
VERITY Wealth Advisors
Sausalito,
United States
|
$33.9M
|
+$2.39M
|
+9,661
|
+8%
|
|
|
347
|
Bridgewater Advisors
New York
|
$33.8M
|
+$3.51M
|
+14,195
|
+12%
|
|
|
348
|
Howe & Rusling
Rochester,
New York
|
$33.5M
|
+$1.99M
|
+8,053
|
+7%
|
|
|
349
|
White Wing Wealth Management
The Wodlands,
Texas
|
$33.4M
|
+$7.59M
|
+30,675
|
+31%
|
|
|
350
|
Atria Investments
Charlotte,
North Carolina
|
$33M
|
+$2.97M
|
+11,988
|
+10%
|
|
