|
126
|
|
$40.5M
|
-$837K
|
-21,522
|
-2%
|
|
|
127
|
Total Wealth Planning
Cincinnati,
Ohio
|
$40.4M
|
+$3.14M
|
+80,808
|
+9%
|
|
|
128
|
Blue Edge Capital
Richmond,
Virginia
|
$40.3M
|
+$13.3K
|
+342
|
+0%
|
|
|
129
|
HCR Wealth Advisors
Los Angeles,
California
|
$40.1M
|
-$489K
|
-12,582
|
-1%
|
|
|
130
|
Cambridge Associates
Boston,
Massachusetts
|
$40M
|
–
|
–
|
–
|
|
|
131
|
Steward Partners Investment Advisory
New York
|
$40M
|
+$855K
|
+21,990
|
+2%
|
|
|
132
|
TMD Wealth Management
Scottsdale,
Arizona
|
$39.3M
|
+$3.46M
|
+88,938
|
+10%
|
|
|
133
|
|
$38.2M
|
+$95.9K
|
+2,466
|
+0.4%
|
|
|
134
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$37.9M
|
+$35.5M
|
+912,000
|
New
|
|
|
135
|
Permanens Capital
New York
|
$37.8M
|
+$4.33M
|
+111,246
|
+14%
|
|
|
136
|
Partners in Financial Planning
Salem,
Virginia
|
$37.7M
|
+$541K
|
+13,902
|
+2%
|
|
|
137
|
Pathstone Family Office
Englewood,
New Jersey
|
$37.1M
|
-$39.9M
|
-1,024,824
|
-53%
|
|
|
138
|
Allworth Financial
Folsom,
California
|
$37M
|
+$799K
|
+20,532
|
+2%
|
|
|
139
|
Nadler Financial Group
Deerfield,
Illinois
|
$35.6M
|
+$3.04M
|
+78,288
|
+10%
|
|
|
140
|
Safeguard Financial
Minocqua,
Wisconsin
|
$35.6M
|
+$6.19M
|
+159,276
|
+23%
|
|
|
141
|
WealthOne
Albany,
New York
|
$35.3M
|
+$590K
|
+15,168
|
+2%
|
|
|
142
|
TL Private Wealth
Southlake,
Texas
|
$35M
|
+$356K
|
+9,144
|
+1%
|
|
|
143
|
Grimes & Company
Westborough,
Massachusetts
|
$34.6M
|
-$438K
|
-11,262
|
-1%
|
|
|
144
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$33.9M
|
-$19M
|
-487,320
|
-37%
|
|
|
145
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$33.5M
|
+$172K
|
+4,410
|
+0.6%
|
|
|
146
|
Venture Visionary Partners
Sylvania,
Ohio
|
$33.3M
|
+$2.04M
|
+52,512
|
+7%
|
|
|
147
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.8M
|
-$1.3M
|
-33,456
|
-4%
|
|
|
148
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$32.6M
|
–
|
–
|
–
|
|
|
149
|
Falcon Wealth Planning
Ontario,
California
|
$32.3M
|
+$3.13M
|
+80,370
|
+12%
|
|
|
150
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$32.2M
|
+$862K
|
+22,170
|
+3%
|
|
