|
201
|
Trellis Advisors
Ellensburg,
Washington
|
$11.3M
|
+$510K
|
+5,756
|
+5%
|
|
|
202
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.2M
|
+$1.54M
|
+17,394
|
+16%
|
|
|
203
|
Kestra Advisory Services
Austin,
Texas
|
$11.1M
|
+$11.2M
|
+126,065
|
New
|
|
|
204
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11M
|
+$2.19M
|
+24,756
|
+25%
|
|
|
205
|
TAP Consulting
Kirkwood,
Missouri
|
$10.9M
|
+$4.85M
|
+54,668
|
+79%
|
|
|
206
|
McCutchen Group
Seattle,
Washington
|
$10.9M
|
+$176K
|
+1,990
|
+2%
|
|
|
207
|
Bank of Hawaii
Honolulu,
Hawaii
|
$10.7M
|
+$314K
|
+3,545
|
+3%
|
|
|
208
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$10.7M
|
-$148K
|
-1,667
|
-1%
|
|
|
209
|
Berman Capital Advisors
Atlanta,
Georgia
|
$10.4M
|
-$19.9M
|
-224,783
|
-66%
|
|
|
210
|
Rain Capital Management
Lake Oswego,
Oregon
|
$10.2M
|
+$5.05K
|
+57
|
+0%
|
|
|
211
|
Founders Financial Securities
Towson,
Maryland
|
$10M
|
+$1.7M
|
+19,129
|
+20%
|
|
|
212
|
TD Private Client Wealth
New York
|
$10M
|
+$638K
|
+7,195
|
+7%
|
|
|
213
|
William Blair & Company
Chicago,
Illinois
|
$9.94M
|
+$1.96M
|
+22,155
|
+24%
|
|
|
214
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$9.88M
|
-$335K
|
-3,775
|
-3%
|
|
|
215
|
Clarity Wealth Advisors
San Jose,
California
|
$9.87M
|
+$2.27M
|
+25,623
|
+30%
|
|
|
216
|
Savant Capital
Rockford,
Illinois
|
$9.87M
|
+$3.62M
|
+40,775
|
+57%
|
|
|
217
|
Wealthspire Advisors (New York)
New York
|
$9.84M
|
-$578K
|
-6,519
|
-6%
|
|
|
218
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$9.73M
|
-$1.42M
|
-16,000
|
-13%
|
|
|
219
|
Abbrea Capital
Greenbrae,
California
|
$9.65M
|
+$1.54M
|
+17,397
|
+19%
|
|
|
220
|
Rathbones Group
Liverpool,
United Kingdom
|
$9.61M
|
+$213K
|
+2,408
|
+2%
|
|
|
221
|
Pure Financial Advisors
San Diego,
California
|
$9.55M
|
+$6.51M
|
+73,393
|
+211%
|
|
|
222
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$9.5M
|
–
|
–
|
–
|
|
|
223
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$9.43M
|
+$124K
|
+1,400
|
+1%
|
|
|
224
|
XML Financial
Bethesda,
Maryland
|
$9.43M
|
+$1.07M
|
+12,029
|
+13%
|
|
|
225
|
Petix & Botte Financial
La Mesa,
California
|
$9.4M
|
-$10.6M
|
-119,363
|
-53%
|
|
