|
351
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$24.5M
|
+$72.4K
|
+327
|
+0.3%
|
|
|
352
|
Valmark Advisers
Akron,
Ohio
|
$24.3M
|
+$511K
|
+2,310
|
+2%
|
|
|
353
|
EP Wealth Advisors
Torrance,
California
|
$24.3M
|
+$23.8M
|
+107,447
|
+1,540%
|
|
|
354
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$24.2M
|
+$349K
|
+1,577
|
+1%
|
|
|
355
|
Independent Financial Group
San Diego,
California
|
$24M
|
+$2.79M
|
+12,609
|
+13%
|
|
|
356
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$23.9M
|
+$431K
|
+1,949
|
+2%
|
|
|
357
|
Summit Trail Advisors
New York
|
$23.7M
|
-$323K
|
-1,460
|
-1%
|
|
|
358
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$23.3M
|
+$257K
|
+1,163
|
+1%
|
|
|
359
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$23.2M
|
-$1.07M
|
-4,827
|
-4%
|
|
|
360
|
BCM Advisors
Lafayette,
Louisiana
|
$23.2M
|
+$1.27M
|
+5,718
|
+6%
|
|
|
361
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$22.7M
|
-$724K
|
-3,272
|
-3%
|
|
|
362
|
Steward Partners Investment Advisory
New York
|
$22.7M
|
+$1.24M
|
+5,584
|
+6%
|
|
|
363
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$22.6M
|
+$1.95M
|
+8,824
|
+9%
|
|
|
364
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$22.6M
|
+$48.7K
|
+220
|
+0.2%
|
|
|
365
|
Peak Financial Management
Wellesley,
Massachusetts
|
$22.3M
|
-$66K
|
-298
|
-0.3%
|
|
|
366
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$22.3M
|
+$1.08M
|
+4,890
|
+5%
|
|
|
367
|
KeyBank National Association
Cleveland,
Ohio
|
$22.3M
|
+$1.22M
|
+5,495
|
+6%
|
|
|
368
|
Fiduciary Trust
Boston,
Massachusetts
|
$22.2M
|
+$1.74M
|
+7,845
|
+8%
|
|
|
369
|
Blankinship & Foster
Solana Beach,
California
|
$22.2M
|
-$779K
|
-3,519
|
-3%
|
|
|
370
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$22.1M
|
+$5.84M
|
+26,400
|
+34%
|
|
|
371
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$22M
|
+$1.18M
|
+5,333
|
+5%
|
|
|
372
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21.7M
|
-$289K
|
-1,306
|
-1%
|
|
|
373
|
SteelPeak Wealth
Woodland Hills,
California
|
$21.4M
|
+$20.8M
|
+94,163
|
+1,421%
|
|
|
374
|
|
$21.4M
|
+$190K
|
+860
|
+0.9%
|
|
|
375
|
Graypoint LLC
Albany,
New York
|
$21.4M
|
-$137K
|
-617
|
-0.6%
|
|
