|
301
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$12.9M
|
+$684K
|
+13,246
|
+5%
|
|
|
302
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12.8M
|
+$737K
|
+14,271
|
+6%
|
|
|
303
|
Veritable
Wilmington,
Delaware
|
$12.7M
|
-$13.8K
|
-268
|
-0.1%
|
|
|
304
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.5M
|
+$1.45M
|
+28,007
|
+13%
|
|
|
305
|
Efficient Advisors
Mason,
Ohio
|
$12.5M
|
+$6.49M
|
+125,600
|
+101%
|
|
|
306
|
|
$12.3M
|
+$463K
|
+8,958
|
+4%
|
|
|
307
|
Cairn Investment Group
Vancouver,
Washington
|
$12.3M
|
+$514K
|
+9,942
|
+4%
|
|
|
308
|
Citizens Business Bank
Ontario,
California
|
$12.3M
|
-$16K
|
-310
|
-0.1%
|
|
|
309
|
Boston Trust Walden
Boston,
Massachusetts
|
$12.2M
|
+$1.28M
|
+24,771
|
+11%
|
|
|
310
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12.1M
|
+$658K
|
+12,739
|
+6%
|
|
|
311
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$12.1M
|
–
|
–
|
–
|
|
|
312
|
Pathstone Family Office
Englewood,
New Jersey
|
$12M
|
+$414K
|
+8,016
|
+3%
|
|
|
313
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.9M
|
+$939K
|
+18,179
|
+8%
|
|
|
314
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$11.9M
|
+$1.85M
|
+35,727
|
+18%
|
|
|
315
|
Greenfield FTC
Reno,
Nevada
|
$11.9M
|
+$112K
|
+2,175
|
+0.9%
|
|
|
316
|
Private Wealth Advisors (California)
Fresno,
California
|
$11.8M
|
-$3.88M
|
-75,058
|
-24%
|
|
|
317
|
Highland Private Wealth Management
Bellevue,
Washington
|
$11.8M
|
-$213K
|
-4,113
|
-2%
|
|
|
318
|
Martel Wealth Advisors
Vancouver,
Washington
|
$11.6M
|
+$242K
|
+4,680
|
+2%
|
|
|
319
|
Sepio Capital
Salt Lake City,
Utah
|
$11.6M
|
-$1.66M
|
-32,036
|
-12%
|
|
|
320
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$11.4M
|
+$221K
|
+4,285
|
+2%
|
|
|
321
|
Eaton Vance Management
Boston,
Massachusetts
|
$11.4M
|
+$476K
|
+9,219
|
+4%
|
|
|
322
|
Alera Investment Advisors
Deerfield,
Illinois
|
$11.2M
|
+$736K
|
+14,250
|
+7%
|
|
|
323
|
Partners in Financial Planning
Salem,
Virginia
|
$11.2M
|
+$210K
|
+4,063
|
+2%
|
|
|
324
|
Old National Bancorp
Evansville,
Indiana
|
$11.1M
|
+$2.79M
|
+54,067
|
+32%
|
|
|
325
|
Avion Wealth
The Woodlands,
Texas
|
$11M
|
+$674K
|
+13,046
|
+6%
|
|
