|
151
|
Family CFO
Los Altos,
California
|
$20.7M
|
-$49.4K
|
-662
|
-0.2%
|
|
|
152
|
Cambridge Associates
Boston,
Massachusetts
|
$20.5M
|
–
|
–
|
–
|
|
|
153
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$20.5M
|
-$5.97M
|
-79,977
|
-23%
|
|
|
154
|
FIDELIS iM
Medford,
Oregon
|
$19.9M
|
+$4.17M
|
+55,800
|
+27%
|
|
|
155
|
CIBC World Market
Toronto,
Ontario, Canada
|
$19.7M
|
+$17.4M
|
+232,642
|
+827%
|
|
|
156
|
Farther Finance Advisors
San Francisco,
California
|
$19.6M
|
+$14.4M
|
+192,570
|
+286%
|
|
|
157
|
Harbour Investments
Madison,
Wisconsin
|
$19.6M
|
+$978K
|
+13,096
|
+5%
|
|
|
158
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$19.4M
|
–
|
–
|
–
|
|
|
159
|
|
$18.7M
|
-$88.9K
|
-1,191
|
-0.5%
|
|
|
160
|
Savant Capital
Rockford,
Illinois
|
$18.5M
|
-$40.8M
|
-545,779
|
-69%
|
|
|
161
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$18.4M
|
+$619K
|
+8,296
|
+4%
|
|
|
162
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18M
|
+$2.37M
|
+31,778
|
+15%
|
|
|
163
|
Clarity Wealth Advisors
San Jose,
California
|
$17.9M
|
+$1M
|
+13,432
|
+6%
|
|
|
164
|
BIP Wealth
Atlanta,
Georgia
|
$17.9M
|
+$17.1M
|
+229,342
|
+3,027%
|
|
|
165
|
Sellwood Investment Partners
Portland,
Oregon
|
$17.8M
|
+$4.57M
|
+61,197
|
+35%
|
|
|
166
|
Breakwater Investment Management
Seattle,
Washington
|
$17.8M
|
-$217K
|
-2,903
|
-1%
|
|
|
167
|
CSM Advisors
Warrendale,
Pennsylvania
|
$17.7M
|
+$5.22M
|
+69,887
|
+42%
|
|
|
168
|
Gibson Wealth Advisors
Tyler,
Texas
|
$17.4M
|
+$638K
|
+8,541
|
+4%
|
|
|
169
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$17.3M
|
-$429K
|
-5,750
|
-2%
|
|
|
170
|
WealthCollab
Bellevue,
Washington
|
$17.1M
|
+$1.01M
|
+13,500
|
+6%
|
|
|
171
|
Index Fund Advisors
Irvine,
California
|
$17M
|
+$281K
|
+3,765
|
+2%
|
|
|
172
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$16.8M
|
+$11.2M
|
+150,360
|
+207%
|
|
|
173
|
PFG Advisors
Phoenix,
Arizona
|
$16.5M
|
-$19.8K
|
-265
|
-0.1%
|
|
|
174
|
Greenbush Financial Group
Albany,
New York
|
$16.3M
|
+$1.72M
|
+23,041
|
+12%
|
|
|
175
|
GuidedMoney
Black Earth,
Wisconsin
|
$16.2M
|
+$16.1M
|
+215,378
|
New
|
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