|
2901
|
Synergy Asset Management
Vancouver,
Washington
|
$371M
|
-$6.62M
|
-2%
|
|
|
145
|
|
|
|
2902
|
Recurrent Investment Advisors
Houston,
Texas
|
$371M
|
+$40.8M
|
+12%
|
|
|
50
|
|
|
|
2903
|
AdvisorShares Investments
Bethesda,
Maryland
|
$370M
|
+$11.1M
|
+3%
|
|
|
358
|
|
|
|
2904
|
Vivaldi Capital Management
Chicago,
Illinois
|
$370M
|
-$13.9M
|
-4%
|
|
|
234
|
|
|
|
2905
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$370M
|
-$12M
|
-3%
|
|
|
179
|
|
|
|
2906
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$370M
|
-$33.5M
|
-8%
|
|
|
20
|
|
|
|
2907
|
Minot Capital
Broomfield,
Colorado
|
$369M
|
-$127M
|
-26%
|
|
|
19
|
|
|
|
2908
|
Stockman Wealth Management
Billings,
Montana
|
$368M
|
-$23.6M
|
-6%
|
|
|
183
|
|
|
|
2909
|
CVA Family Office
Denver,
Colorado
|
$368M
|
+$648K
|
+0.2%
|
|
|
961
|
|
|
|
2910
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$368M
|
+$20.5M
|
+6%
|
|
|
159
|
|
|
|
2911
|
Strategy Asset Managers
Pasadena,
California
|
$368M
|
+$43.4M
|
+13%
|
|
|
283
|
|
|
|
2912
|
Cornerstone Management
Duluth,
Georgia
|
$368M
|
-$16.6M
|
-4%
|
|
|
259
|
|
|
|
2913
|
Hutchinson Capital Management
San Rafael,
California
|
$368M
|
-$18.3M
|
-5%
|
|
|
74
|
|
|
|
2914
|
Surevest
Los Angeles,
California
|
$368M
|
-$13.7M
|
-4%
|
|
|
615
|
|
|
|
2915
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$367M
|
+$14.6M
|
+4%
|
|
|
35
|
|
|
|
2916
|
Pacific Capital Wealth Advisors
Corona,
California
|
$367M
|
+$6.07M
|
+2%
|
|
|
94
|
|
|
|
2917
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$367M
|
-$4.59M
|
-1%
|
|
|
194
|
|
|
|
2918
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$367M
|
+$592K
|
+0.2%
|
|
|
207
|
|
|
|
2919
|
Cheviot Value Management
Beverly Hills,
California
|
$366M
|
-$34.9M
|
-9%
|
|
|
73
|
|
|
|
2920
|
Warberg Asset Management
Winnetka,
Illinois
|
$366M
|
+$69.9M
|
+24%
|
|
|
343
|
|
|
|
2921
|
Hudson Way Capital Management
Dallas,
Texas
|
$366M
|
-$3.09M
|
-0.8%
|
|
|
17
|
|
|
|
2922
|
Icon Advisers
Greenwood Village,
Colorado
|
$366M
|
-$67.1M
|
-15%
|
|
|
180
|
|
|
|
2923
|
V3 Capital Management
Dallas,
Texas
|
$365M
|
-$49.5M
|
-12%
|
|
|
14
|
|
|
|
2924
|
First National Corp
Rockland,
Massachusetts
|
$365M
|
-$17M
|
-4%
|
|
|
158
|
|
|
|
2925
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$365M
|
-$24.8M
|
-6%
|
|
|
92
|
|
|