|
301
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$12.4M
|
+$256K
|
+5,453
|
+2%
|
|
|
302
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$12.4M
|
-$5.14M
|
-109,419
|
-31%
|
|
|
303
|
Financial Advisors Network
Tustin,
California
|
$12.3M
|
+$265K
|
+5,635
|
+2%
|
|
|
304
|
Sunflower Bank
Dallas,
Texas
|
$12M
|
+$195K
|
+4,146
|
+2%
|
|
|
305
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$12M
|
+$954K
|
+20,299
|
+9%
|
|
|
306
|
Avantax Advisory Services
Dallas,
Texas
|
$12M
|
-$23.7M
|
-504,713
|
-68%
|
|
|
307
|
Martel Wealth Advisors
Vancouver,
Washington
|
$11.9M
|
+$130K
|
+2,772
|
+1%
|
|
|
308
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$11.9M
|
+$6.34M
|
+134,891
|
+132%
|
|
|
309
|
Martin & Co
Knoxville,
Tennessee
|
$11.8M
|
+$57.1K
|
+1,215
|
+0.5%
|
|
|
310
|
Falcon Wealth Planning
Ontario,
California
|
$11.8M
|
+$11M
|
+235,179
|
New
|
|
|
311
|
PDS Planning
Dublin,
Ohio
|
$11.8M
|
+$1.4M
|
+29,867
|
+15%
|
|
|
312
|
Greenfield FTC
Reno,
Nevada
|
$11.7M
|
+$11M
|
+233,428
|
New
|
|
|
313
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
-$2.23M
|
-47,529
|
-17%
|
|
|
314
|
HM Payson & Co
Portland,
Maine
|
$11.7M
|
-$701K
|
-14,926
|
-6%
|
|
|
315
|
Mather Group
Chicago,
Illinois
|
$11.5M
|
-$1.36M
|
-28,997
|
-11%
|
|
|
316
|
One Day In July LLC
Burlington,
Vermont
|
$11.5M
|
-$1.01M
|
-21,596
|
-9%
|
|
|
317
|
Boston Trust Walden
Boston,
Massachusetts
|
$11.3M
|
+$3.1M
|
+65,960
|
+41%
|
|
|
318
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.3M
|
+$1.33M
|
+28,328
|
+14%
|
|
|
319
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$11.2M
|
-$226K
|
-4,812
|
-2%
|
|
|
320
|
Roundview Capital
Princeton,
New Jersey
|
$11.2M
|
+$214K
|
+4,549
|
+2%
|
|
|
321
|
One Wealth Advisors
San Francisco,
California
|
$11.1M
|
-$202K
|
-4,290
|
-2%
|
|
|
322
|
Churchill Management
Los Angeles,
California
|
$11.1M
|
+$299K
|
+6,369
|
+3%
|
|
|
323
|
Principal Financial Group
Des Moines,
Iowa
|
$11M
|
+$8.08M
|
+171,949
|
+369%
|
|
|
324
|
Balentine LLC
Atlanta,
Georgia
|
$10.9M
|
+$931K
|
+19,823
|
+10%
|
|
|
325
|
Cresset Asset Management
Chicago,
Illinois
|
$10.8M
|
+$215K
|
+4,567
|
+2%
|
|
