|
401
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$35.1M
|
+$953K
|
+3,018
|
+3%
|
|
|
402
|
Cary Street Partners
Richmond,
Virginia
|
$35M
|
+$228K
|
+722
|
+0.7%
|
|
|
403
|
|
$35M
|
+$1.9K
|
+6
|
+0%
|
|
|
404
|
Roundview Capital
Princeton,
New Jersey
|
$34.9M
|
-$691K
|
-2,186
|
-2%
|
|
|
405
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$34.7M
|
+$177K
|
+560
|
+0.5%
|
|
|
406
|
Harbour Investments
Madison,
Wisconsin
|
$34.6M
|
+$1.81M
|
+5,732
|
+6%
|
|
|
407
|
Chandler Asset Management
San Diego,
California
|
$34.5M
|
-$1.5M
|
-4,740
|
-4%
|
|
|
408
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$34.3M
|
+$7.16M
|
+22,654
|
+28%
|
|
|
409
|
Integris Wealth Management
Monterey,
California
|
$33.9M
|
+$920K
|
+2,914
|
+3%
|
|
|
410
|
Citadel Advisors
Miami,
Florida
|
$33.9M
|
+$20.3M
|
+64,418
|
+166%
|
|
|
411
|
Blankinship & Foster
Solana Beach,
California
|
$33.9M
|
-$56.9K
|
-180
|
-0.2%
|
|
|
412
|
David Kennon
Sarasota,
Florida
|
$33.9M
|
-$786K
|
-2,489
|
-2%
|
|
|
413
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$33.7M
|
+$663K
|
+2,098
|
+2%
|
|
|
414
|
Skyline Advisors
Bellingham,
Washington
|
$33.7M
|
+$211K
|
+668
|
+0.7%
|
|
|
415
|
Global Retirement Partners
San Rafael,
California
|
$33.6M
|
-$147K
|
-465
|
-0.5%
|
|
|
416
|
Bush Investment Group
Valdosta,
Georgia
|
$33.6M
|
+$780K
|
+2,470
|
+2%
|
|
|
417
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$32.9M
|
-$3.03M
|
-9,600
|
-9%
|
|
|
418
|
Washburn Capital Management
Vero Beach,
Florida
|
$32.8M
|
-$852K
|
-2,698
|
-3%
|
|
|
419
|
BWM Planning
The Woodlands,
Texas
|
$32.8M
|
+$3.07M
|
+9,706
|
+11%
|
|
|
420
|
RIA Advisory Group
Des Moines,
Iowa
|
$32.5M
|
+$1.31M
|
+4,142
|
+4%
|
|
|
421
|
Clarity Wealth Advisors
San Jose,
California
|
$32.4M
|
+$553K
|
+1,752
|
+2%
|
|
|
422
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$32.3M
|
+$5.37K
|
+17
|
+0%
|
|
|
423
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$32.3M
|
-$6.95M
|
-22,005
|
-18%
|
|
|
424
|
Frank Rimerman Advisors
Palo Alto,
California
|
$32.2M
|
-$1.14M
|
-3,610
|
-4%
|
|
|
425
|
AllSquare Wealth Management
Albany,
New York
|
$32M
|
-$166K
|
-527
|
-0.5%
|
|
