|
426
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$15.3M
|
-$1.77M
|
-17,713
|
-10%
|
|
|
427
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.3M
|
+$844K
|
+8,438
|
+6%
|
|
|
428
|
Granite Harbor Advisors
Houston,
Texas
|
$15.2M
|
-$520K
|
-5,201
|
-3%
|
|
|
429
|
Grimes & Company
Westborough,
Massachusetts
|
$15.1M
|
-$178K
|
-1,783
|
-1%
|
|
|
430
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.1M
|
-$1.59M
|
-15,864
|
-9%
|
|
|
431
|
Oppenheimer Asset Management
New York
|
$15M
|
+$828K
|
+8,275
|
+6%
|
|
|
432
|
Tide Cove Capital Partners
San Diego,
California
|
$14.9M
|
+$98.6K
|
+986
|
+0.7%
|
|
|
433
|
Wealthspire Advisors (New York)
New York
|
$14.9M
|
-$1.44M
|
-14,379
|
-9%
|
|
|
434
|
FC Advisory
West Chester,
Pennsylvania
|
$14.9M
|
+$569K
|
+5,690
|
+4%
|
|
|
435
|
CVS Health
Woonsocket,
Rhode Island
|
$14.9M
|
+$15M
|
+149,700
|
New
|
|
|
436
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$14.8M
|
+$611K
|
+6,104
|
+4%
|
|
|
437
|
Strategic Financial Partners
Bend,
Oregon
|
$14.8M
|
+$3.32M
|
+33,207
|
+29%
|
|
|
438
|
Evensky & Katz
Coral Gables,
Florida
|
$14.7M
|
+$903K
|
+9,030
|
+6%
|
|
|
439
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.7M
|
+$633K
|
+6,331
|
+4%
|
|
|
440
|
Fagan Associates
Troy,
New York
|
$14.7M
|
-$305K
|
-3,044
|
-2%
|
|
|
441
|
Donaldson Capital Management
Evansville,
Indiana
|
$14.7M
|
+$146K
|
+1,461
|
+1%
|
|
|
442
|
Family Capital Trust
Peabody,
Massachusetts
|
$14.7M
|
+$399K
|
+3,984
|
+3%
|
|
|
443
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$14.6M
|
+$229K
|
+2,289
|
+2%
|
|
|
444
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$14.5M
|
+$311K
|
+3,105
|
+2%
|
|
|
445
|
CVA Family Office
Denver,
Colorado
|
$14.5M
|
+$709K
|
+7,084
|
+5%
|
|
|
446
|
Caldwell Trust
Venice,
Florida
|
$14.5M
|
+$1.02M
|
+10,178
|
+8%
|
|
|
447
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.3M
|
+$6.42M
|
+64,122
|
+80%
|
|
|
448
|
Calamos Wealth Management
Naperville,
Illinois
|
$14.2M
|
-$2.17M
|
-21,663
|
-13%
|
|
|
449
|
Calamos Advisors
Naperville,
Illinois
|
$14.2M
|
+$14.3M
|
+143,355
|
New
|
|
|
450
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$14.2M
|
-$102K
|
-1,023
|
-0.7%
|
|
