|
326
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13.5M
|
+$403K
|
+3,473
|
+3%
|
|
|
327
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$13.5M
|
+$78.6K
|
+678
|
+0.6%
|
|
|
328
|
Penobscot Investment Management
Boston,
Massachusetts
|
$13.4M
|
-$1.14M
|
-9,803
|
-8%
|
|
|
329
|
Caldwell Trust
Venice,
Florida
|
$13.4M
|
+$2.1M
|
+18,102
|
+18%
|
|
|
330
|
Ballast Advisors
Woodbury,
Minnesota
|
$13.2M
|
+$377K
|
+3,250
|
+3%
|
|
|
331
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.2M
|
-$97.7K
|
-843
|
-0.7%
|
|
|
332
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.2M
|
-$166K
|
-1,432
|
-1%
|
|
|
333
|
Sunflower Bank
Dallas,
Texas
|
$13.1M
|
-$2.5M
|
-21,553
|
-16%
|
|
|
334
|
C-J Advisory
San Jose,
California
|
$13M
|
+$844K
|
+7,281
|
+7%
|
|
|
335
|
Fiduciary Group
Savannah,
Georgia
|
$12.9M
|
+$893K
|
+7,701
|
+7%
|
|
|
336
|
Financial Management Concepts
Winter Springs,
Florida
|
$12.9M
|
+$498K
|
+4,300
|
+4%
|
|
|
337
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$12.9M
|
+$226K
|
+1,954
|
+2%
|
|
|
338
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$12.9M
|
+$1.19M
|
+10,300
|
+10%
|
|
|
339
|
Dock Street Asset Management
Palm Beach,
Florida
|
$12.7M
|
+$1.22M
|
+10,490
|
+10%
|
|
|
340
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.7M
|
-$1.2M
|
-10,344
|
-9%
|
|
|
341
|
NEPC LLC
Boston,
Massachusetts
|
$12.7M
|
-$164M
|
-1,412,530
|
-93%
|
|
|
342
|
Northern Trust
Chicago,
Illinois
|
$12.6M
|
-$147M
|
-1,268,074
|
-10%
|
|
|
343
|
Summit Trail Advisors
New York
|
$12.5M
|
-$2.19M
|
-18,892
|
-15%
|
|
|
344
|
Burleson & Co
Petaluma,
California
|
$12.5M
|
-$1.2M
|
-10,376
|
-9%
|
|
|
345
|
Barings
Charlotte,
North Carolina
|
$12.4M
|
–
|
–
|
–
|
|
|
346
|
Founders Financial Securities
Towson,
Maryland
|
$12.4M
|
+$1.39M
|
+11,979
|
+13%
|
|
|
347
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$12.3M
|
+$6.22M
|
+53,664
|
+99%
|
|
|
348
|
Capital Insight Partners
Scottsdale,
Arizona
|
$12.1M
|
+$1.63M
|
+14,041
|
+15%
|
|
|
349
|
Sunesis Advisors
Overland Park,
Kansas
|
$12.1M
|
+$1.31M
|
+11,339
|
+12%
|
|
|
350
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$12.1M
|
+$267K
|
+2,304
|
+2%
|
|
