|
326
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$38.6M
|
-$711K
|
-2,608
|
-2%
|
|
|
327
|
United Capital Financial Advisors
Irving,
Texas
|
$38.4M
|
-$463K
|
-1,696
|
-1%
|
|
|
328
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$38.4M
|
+$4.81M
|
+17,641
|
+15%
|
|
|
329
|
First Western Trust Bank
Denver,
Colorado
|
$38.2M
|
–
|
–
|
–
|
|
|
330
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$38.1M
|
+$3.25M
|
+11,901
|
+10%
|
|
|
331
|
VERITY Wealth Advisors
Sausalito,
United States
|
$37.9M
|
+$193K
|
+708
|
+0.5%
|
|
|
332
|
Modera Wealth Management
Westwood,
New Jersey
|
$37.7M
|
+$948K
|
+3,474
|
+3%
|
|
|
333
|
Raffa Wealth Management
Washington,
District of Columbia
|
$37.5M
|
+$1.22M
|
+4,483
|
+4%
|
|
|
334
|
JVL Associates
Wyoming,
Michigan
|
$37.4M
|
-$1.11M
|
-4,078
|
-3%
|
|
|
335
|
Balentine LLC
Atlanta,
Georgia
|
$36.9M
|
-$154K
|
-565
|
-0.4%
|
|
|
336
|
REAP Financial Group
Austin,
Texas
|
$36.8M
|
+$2.44M
|
+8,944
|
+7%
|
|
|
337
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$36.5M
|
-$294K
|
-1,079
|
-0.8%
|
|
|
338
|
RWA Wealth Partners
Newton,
Massachusetts
|
$36.5M
|
+$379K
|
+1,389
|
+1%
|
|
|
339
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$36.2M
|
+$7.31M
|
+26,804
|
+26%
|
|
|
340
|
|
$36.1M
|
+$7.31M
|
+26,798
|
+27%
|
|
|
341
|
Telos Capital Management
San Diego,
California
|
$35.5M
|
+$275K
|
+1,008
|
+0.8%
|
|
|
342
|
Independent Financial Group
San Diego,
California
|
$35.5M
|
+$383K
|
+1,404
|
+1%
|
|
|
343
|
Diversified Trust
Memphis,
Tennessee
|
$35.4M
|
-$520K
|
-1,905
|
-2%
|
|
|
344
|
Nuveen
Charlotte,
North Carolina
|
$35.4M
|
+$6.98M
|
+25,600
|
+26%
|
|
|
345
|
Everhart Financial Group
Dublin,
Ohio
|
$35.2M
|
+$912K
|
+3,345
|
+3%
|
|
|
346
|
Clearstead Advisors
Cleveland,
Ohio
|
$35.1M
|
-$62.5K
|
-229
|
-0.2%
|
|
|
347
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$34.9M
|
+$7.88M
|
+28,880
|
+31%
|
|
|
348
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$34.5M
|
-$350K
|
-1,283
|
-1%
|
|
|
349
|
CGN Advisors
Manhattan,
Kansas
|
$34.4M
|
-$60K
|
-220
|
-0.2%
|
|
|
350
|
Gryphon Financial Partners
Columbus,
Ohio
|
$34.4M
|
+$10.6K
|
+39
|
+0%
|
|
