|
376
|
Greenbush Financial Group
Albany,
New York
|
$20M
|
+$3.06M
|
+15,288
|
+18%
|
|
|
377
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$19.9M
|
+$16.6M
|
+83,059
|
+453%
|
|
|
378
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$19.7M
|
-$16.6K
|
-83
|
-0.1%
|
|
|
379
|
Penserra Capital Management
Orinda,
California
|
$19.7M
|
-$19.1M
|
-95,154
|
-49%
|
|
|
380
|
Valmark Advisers
Akron,
Ohio
|
$19.7M
|
+$3.92M
|
+19,559
|
+24%
|
|
|
381
|
Oppenheimer & Co
New York
|
$19.7M
|
+$6.8M
|
+33,953
|
+51%
|
|
|
382
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$19.6M
|
+$1.03M
|
+5,168
|
+5%
|
|
|
383
|
Aspiriant LLC
Los Angeles,
California
|
$19.5M
|
-$245K
|
-1,223
|
-1%
|
|
|
384
|
Bell Investment Advisors
Oakland,
California
|
$19.5M
|
-$605K
|
-3,024
|
-3%
|
|
|
385
|
Ocean Park Asset Management
Santa Monica,
California
|
$19.4M
|
+$19.8M
|
+98,913
|
New
|
|
|
386
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$19.4M
|
-$915K
|
-4,568
|
-4%
|
|
|
387
|
Aspire Private Capital
Cornelius,
North Carolina
|
$19.4M
|
-$225K
|
-1,122
|
-1%
|
|
|
388
|
Brown Wealth Management
Naperville,
Illinois
|
$19.4M
|
+$1.61M
|
+8,065
|
+9%
|
|
|
389
|
New York Life Investment Management
New York
|
$19.3M
|
+$4.67M
|
+23,312
|
+31%
|
|
|
390
|
Franklin Resources
San Mateo,
California
|
$19.2M
|
-$30.6M
|
-152,650
|
-61%
|
|
|
391
|
NBT Bank
Norwich,
New York
|
$19.2M
|
+$19.1M
|
+95,462
|
+4,455%
|
|
|
392
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$19M
|
+$1.62M
|
+8,086
|
+9%
|
|
|
393
|
Rinkey Investments
San Diego,
California
|
$19M
|
+$708K
|
+3,535
|
+4%
|
|
|
394
|
Prism Advisors
Studio City,
California
|
$18.9M
|
-$1.03M
|
-5,134
|
-5%
|
|
|
395
|
Commerce Bank
Kansas City,
Missouri
|
$18.9M
|
+$4.14M
|
+20,672
|
+27%
|
|
|
396
|
AlphaCore Capital
La Jolla,
California
|
$18.8M
|
+$13.9M
|
+69,212
|
+259%
|
|
|
397
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18.8M
|
+$16.5M
|
+82,269
|
+606%
|
|
|
398
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$18.8M
|
+$1.27M
|
+6,361
|
+7%
|
|
|
399
|
SWP Financial
San Diego,
California
|
$18.6M
|
-$1.57M
|
-7,846
|
-8%
|
|
|
400
|
Robinswood Financial
Kirkland,
Washington
|
$18.6M
|
+$380K
|
+1,896
|
+2%
|
|
