|
1301
|
Personal CFO Solutions
Chester,
New Jersey
|
$42.6M
|
+$2.7M
|
+9,454
|
+7%
|
|
|
1302
|
Capital Performance Advisors
Walnut Creek,
California
|
$42.5M
|
-$15M
|
-52,415
|
-26%
|
|
|
1303
|
GuideStone Capital Management
Dallas,
Texas
|
$42.5M
|
-$42M
|
-146,789
|
-50%
|
|
|
1304
|
Avantax Planning Partners
Dubuque,
Iowa
|
$42.5M
|
-$264K
|
-922
|
-0.6%
|
|
|
1305
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$42.5M
|
-$565K
|
-1,974
|
-1%
|
|
|
1306
|
Greenwoods Asset Management (HK)
Hong Kong
|
$42.4M
|
-$29.1M
|
-101,700
|
-41%
|
|
|
1307
|
Saybrook Capital
Winston Salem,
North Carolina
|
$42.4M
|
-$640K
|
-2,237
|
-2%
|
|
|
1308
|
Journey Advisory Group
Covington,
Kentucky
|
$42.3M
|
+$358K
|
+1,250
|
+0.9%
|
|
|
1309
|
Conway Capital Management
Burbank,
California
|
$42.1M
|
-$519K
|
-1,815
|
-1%
|
|
|
1310
|
Edgewood Management
Greenwich,
Connecticut
|
$42M
|
-$404K
|
-1,413
|
-1%
|
|
|
1311
|
Inscription Capital
Houston,
Texas
|
$41.9M
|
+$4.23M
|
+14,798
|
+11%
|
|
|
1312
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$41.9M
|
+$2.58M
|
+9,016
|
+7%
|
|
|
1313
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$41.7M
|
+$215K
|
+752
|
+0.5%
|
|
|
1314
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$41.6M
|
+$168K
|
+586
|
+0.4%
|
|
|
1315
|
Postrock Partners
Overland Park,
Oregon
|
$41.6M
|
–
|
–
|
–
|
|
|
1316
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$41.5M
|
+$1.17M
|
+4,074
|
+3%
|
|
|
1317
|
One Wealth Advisors
San Francisco,
California
|
$41.5M
|
+$582K
|
+2,034
|
+1%
|
|
|
1318
|
Waterloo Capital
Austin,
Texas
|
$41.5M
|
+$5.73M
|
+20,031
|
+16%
|
|
|
1319
|
Hilltop Holdings
Dallas,
Texas
|
$41.5M
|
-$420K
|
-1,468
|
-1%
|
|
|
1320
|
Leisure Capital Management
Costa Mesa,
California
|
$41.4M
|
-$95.5K
|
-334
|
-0.2%
|
|
|
1321
|
Colonial Trust
Spartanburg,
South Carolina
|
$41.3M
|
-$509K
|
-1,781
|
-1%
|
|
|
1322
|
Cabot Wealth Management
Salem,
Massachusetts
|
$41.3M
|
-$1.37M
|
-4,773
|
-3%
|
|
|
1323
|
|
$41.3M
|
+$3.15M
|
+11,008
|
+8%
|
|
|
1324
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$41.3M
|
-$839K
|
-2,934
|
-2%
|
|
|
1325
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$41.2M
|
-$243K
|
-849
|
-0.6%
|
|
