|
276
|
Circle Wealth Management
Summit,
New Jersey
|
$11.4M
|
+$767K
|
+11,470
|
+7%
|
|
|
277
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$11.2M
|
+$10.4M
|
+155,658
|
+1,944%
|
|
|
278
|
Confluence Wealth Management
Portland,
Oregon
|
$11.2M
|
-$892K
|
-13,340
|
-8%
|
|
|
279
|
Level Four Advisory Services
Dallas,
Texas
|
$11.1M
|
+$2.73M
|
+40,802
|
+34%
|
|
|
280
|
Dupont Capital Management
Wilmington,
Delaware
|
$11M
|
-$43.1M
|
-644,375
|
-80%
|
|
|
281
|
IberiaBank
Lafayette,
Louisiana
|
$11M
|
+$3.66M
|
+54,744
|
+52%
|
|
|
282
|
Wall Capital Group
Phoenix,
Arizona
|
$11M
|
–
|
–
|
–
|
|
|
283
|
Summit Financial Strategies
Columbus,
Ohio
|
$11M
|
-$255K
|
-3,814
|
-2%
|
|
|
284
|
Choreo LLC
Rockford,
Illinois
|
$11M
|
-$560K
|
-8,370
|
-5%
|
|
|
285
|
Goldstein Munger & Associates
San Ramon,
California
|
$10.9M
|
-$5.21K
|
-78
|
-0%
|
|
|
286
|
Cambria Investment Management
Manhattan Beach,
California
|
$10.9M
|
+$10.6M
|
+159,178
|
New
|
|
|
287
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$10.9M
|
–
|
–
|
–
|
|
|
288
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.8M
|
-$236K
|
-3,531
|
-2%
|
|
|
289
|
Strategic Global Advisors
Newport Beach,
California
|
$10.7M
|
-$8.47M
|
-126,774
|
-45%
|
|
|
290
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$10.7M
|
+$669K
|
+10,000
|
+7%
|
|
|
291
|
Keel Point
Huntsville,
Alabama
|
$10.6M
|
+$9.13M
|
+136,563
|
+777%
|
|
|
292
|
Highland Private Wealth Management
Bellevue,
Washington
|
$10.4M
|
-$34.1K
|
-510
|
-0.3%
|
|
|
293
|
Amarillo National Bank
Amarillo,
Texas
|
$10.3M
|
+$58.2K
|
+871
|
+0.6%
|
|
|
294
|
SouthState Corp
Winter Haven,
Florida
|
$10.1M
|
+$129K
|
+1,937
|
+1%
|
|
|
295
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$10M
|
+$89.6K
|
+1,341
|
+0.9%
|
|
|
296
|
People's United Financial
Bridgeport,
Connecticut
|
$9.93M
|
+$1.48M
|
+22,091
|
+18%
|
|
|
297
|
Financial Counselors Inc
Overland Park,
Kansas
|
$9.88M
|
+$384K
|
+5,744
|
+4%
|
|
|
298
|
Brown Brothers Harriman & Co
New York
|
$9.78M
|
-$77.5K
|
-1,160
|
-0.8%
|
|
|
299
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$9.74M
|
–
|
–
|
–
|
|
|
300
|
Ironwood Financial
Tucson,
Arizona
|
$9.71M
|
+$1.94K
|
+29
|
+0%
|
|
