|
351
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$45.4M
|
+$45.1M
|
+135,469
|
New
|
|
|
352
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$45.3M
|
-$1.21M
|
-3,645
|
-3%
|
|
|
353
|
Perigon Wealth Management
San Francisco,
California
|
$45.2M
|
+$5.21M
|
+15,669
|
+13%
|
|
|
354
|
Michael & Susan Dell Foundation
New York
|
$45.1M
|
+$44.8M
|
+134,575
|
New
|
|
|
355
|
Verus Advisory
Seattle,
Washington
|
$45M
|
+$44.4M
|
+133,330
|
New
|
|
|
356
|
Prudent Man Advisors
Naperville,
Illinois
|
$44.8M
|
+$782K
|
+2,350
|
+2%
|
|
|
357
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$44.6M
|
-$201K
|
-605
|
-0.5%
|
|
|
358
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$44.5M
|
+$1.83M
|
+5,514
|
+4%
|
|
|
359
|
White Wing Wealth Management
The Wodlands,
Texas
|
$44.3M
|
-$3.91M
|
-11,745
|
-8%
|
|
|
360
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$43.9M
|
-$391K
|
-1,174
|
-0.9%
|
|
|
361
|
BCM Advisors
Lafayette,
Louisiana
|
$43.7M
|
+$1.06M
|
+3,201
|
+3%
|
|
|
362
|
VERITY Wealth Advisors
Sausalito,
United States
|
$43.7M
|
-$784K
|
-2,358
|
-2%
|
|
|
363
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$43.5M
|
-$548K
|
-1,646
|
-1%
|
|
|
364
|
Vise Technologies
New York
|
$43.2M
|
+$29.8M
|
+89,557
|
+228%
|
|
|
365
|
Capitol Family Office
Beaverton,
Oregon
|
$43.1M
|
+$789K
|
+2,371
|
+2%
|
|
|
366
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$43M
|
+$355K
|
+1,066
|
+0.8%
|
|
|
367
|
Valmark Advisers
Akron,
Ohio
|
$43M
|
+$999K
|
+3,002
|
+2%
|
|
|
368
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$42.6M
|
-$22.6M
|
-67,831
|
-35%
|
|
|
369
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$42.5M
|
+$15.4M
|
+46,180
|
+57%
|
|
|
370
|
Cary Street Partners
Richmond,
Virginia
|
$42.2M
|
+$6.32M
|
+18,987
|
+18%
|
|
|
371
|
CGN Advisors
Manhattan,
Kansas
|
$42.1M
|
-$225K
|
-675
|
-0.5%
|
|
|
372
|
Franklin Resources
San Mateo,
California
|
$41.9M
|
+$18.1M
|
+54,325
|
+77%
|
|
|
373
|
Telos Capital Management
San Diego,
California
|
$41.7M
|
-$388K
|
-1,167
|
-0.9%
|
|
|
374
|
United Capital Financial Advisors
Irving,
Texas
|
$41.7M
|
+$1.74M
|
+5,222
|
+4%
|
|
|
375
|
Penney Financial
Houston,
Texas
|
$41.6M
|
+$1.87M
|
+5,619
|
+5%
|
|
