|
4126
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$366M
|
+$23.4M
|
+7%
|
|
|
222
|
|
|
|
4127
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$365M
|
+$25.4M
|
+7%
|
|
|
53
|
|
|
|
4128
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$365M
|
+$31.1M
|
+9%
|
|
|
109
|
|
|
|
4129
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$365M
|
+$5.1M
|
+1%
|
|
|
165
|
|
|
|
4130
|
Sollinda Capital Management
Miami,
Florida
|
$365M
|
-$19M
|
-5%
|
|
|
100
|
|
|
|
4131
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$365M
|
+$26.5M
|
+8%
|
|
|
96
|
|
|
|
4132
|
Selkirk Management
Chatham,
New Jersey
|
$365M
|
+$26.6M
|
+8%
|
|
|
14
|
|
|
|
4133
|
ArchPoint Investors
Coral Gables,
Florida
|
$365M
|
+$24.2M
|
+7%
|
|
|
74
|
|
|
|
4134
|
Carr Financial Group
Worcester,
Massachusetts
|
$364M
|
+$25.3M
|
+7%
|
|
|
202
|
|
|
|
4135
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$364M
|
+$25.2M
|
+7%
|
|
|
211
|
|
|
|
4136
|
Presima Securities
Montreal,
Quebec, Canada
|
$364M
|
-$71M
|
-16%
|
|
|
51
|
|
|
|
4137
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$364M
|
+$29.5M
|
+9%
|
|
|
55
|
|
|
|
4138
|
Private Wealth Management Group
Princeton,
New Jersey
|
$363M
|
+$62.3M
|
+21%
|
|
|
1,546
|
|
|
|
4139
|
Ballast Advisors
Woodbury,
Minnesota
|
$363M
|
+$23.7M
|
+7%
|
|
|
188
|
|
|
|
4140
|
EPG Wealth Management
Atlanta,
Georgia
|
$363M
|
+$30M
|
+9%
|
|
|
329
|
|
|
|
4141
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$363M
|
+$18.2M
|
+5%
|
|
|
119
|
|
|
|
4142
|
|
$363M
|
+$133M
|
+58%
|
|
|
576
|
|
|
|
4143
|
CGC Financial Services
Lake Oswego,
Oregon
|
$363M
|
+$66.5M
|
+22%
|
|
|
350
|
|
|
|
4144
|
Windsor Capital Management
Phoenix,
Arizona
|
$362M
|
+$19.2M
|
+6%
|
|
|
122
|
|
|
|
4145
|
|
$362M
|
+$25.5M
|
+8%
|
|
|
67
|
|
|
|
4146
|
Packer & Co
Cottesloe,
Australia
|
$362M
|
–
|
–
|
|
|
7
|
|
|
|
4147
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$361M
|
+$43.6M
|
+14%
|
|
|
247
|
|
|
|
4148
|
Rovin Capital
Mesa,
Arizona
|
$361M
|
+$31.1M
|
+9%
|
|
|
201
|
|
|
|
4149
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$361M
|
+$7.14M
|
+2%
|
|
|
63
|
|
|
|
4150
|
CV Advisors
Aventura,
Florida
|
$361M
|
+$35.5M
|
+11%
|
|
|
54
|
|
|