|
226
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$16.2M
|
+$5.18K
|
+114
|
+0%
|
|
|
227
|
MA Private Wealth
San Carlos,
California
|
$16.1M
|
-$68.9K
|
-1,518
|
-0.4%
|
|
|
228
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$16M
|
-$647K
|
-14,250
|
-4%
|
|
|
229
|
Arax Advisory Partners
Denver,
Colorado
|
$16M
|
+$15.2M
|
+333,786
|
New
|
|
|
230
|
|
$15.8M
|
-$4.48M
|
-98,646
|
-23%
|
|
|
231
|
Veery Capital
Wilmington,
Delaware
|
$15.6M
|
+$682K
|
+15,012
|
+5%
|
|
|
232
|
PFS Investments
Duluth,
Georgia
|
$15.5M
|
-$383K
|
-8,442
|
-3%
|
|
|
233
|
One Day In July LLC
Burlington,
Vermont
|
$15.5M
|
+$1.7M
|
+37,530
|
+13%
|
|
|
234
|
SP Asset Management
Cupertino,
California
|
$15.4M
|
+$218K
|
+4,800
|
+2%
|
|
|
235
|
SignatureFD
Atlanta,
Georgia
|
$15.3M
|
+$238K
|
+5,244
|
+2%
|
|
|
236
|
Parametric Portfolio Associates
Seattle,
Washington
|
$15.2M
|
+$9.73M
|
+214,176
|
+207%
|
|
|
237
|
Salomon & Ludwin
Richmond,
Virginia
|
$15.1M
|
-$422K
|
-9,288
|
-3%
|
|
|
238
|
Wealthspire Advisors (New York)
New York
|
$14.6M
|
-$533K
|
-11,748
|
-4%
|
|
|
239
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$14.5M
|
+$1.85M
|
+40,788
|
+16%
|
|
|
240
|
Towerpoint Wealth
Sacramento,
California
|
$14.4M
|
-$895K
|
-19,710
|
-6%
|
|
|
241
|
Royal Fund Management
Lady Lake,
Florida
|
$14.1M
|
+$1.25M
|
+27,486
|
+10%
|
|
|
242
|
Daniels + Tansey
Wilmington,
Delaware
|
$14M
|
+$677K
|
+14,904
|
+6%
|
|
|
243
|
Comerica Bank
Dallas,
Texas
|
$13.9M
|
-$27.2K
|
-600
|
-0.2%
|
|
|
244
|
First Pacific Financial
Vancouver,
Washington
|
$13.9M
|
+$806K
|
+17,742
|
+7%
|
|
|
245
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.8M
|
+$882K
|
+19,422
|
+7%
|
|
|
246
|
Cetera Advisors
Denver,
Colorado
|
$13.7M
|
+$133K
|
+2,922
|
+1%
|
|
|
247
|
Wind River Trust Company
Jackson,
Wyoming
|
$13.6M
|
–
|
–
|
–
|
|
|
248
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.5M
|
-$189K
|
-4,152
|
-1%
|
|
|
249
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$13.5M
|
+$1.37M
|
+30,108
|
+12%
|
|
|
250
|
Planning Alternatives
Birmingham,
Michigan
|
$13.2M
|
-$502K
|
-11,064
|
-4%
|
|
