|
276
|
Level Four Advisory Services
Dallas,
Texas
|
$12M
|
+$631K
|
+9,073
|
+6%
|
|
|
277
|
Salient Private Client
Houston,
Texas
|
$11.9M
|
+$11.8M
|
+169,955
|
New
|
|
|
278
|
Columbia Partners Investment Management
Alexandria,
Virginia
|
$11.9M
|
–
|
–
|
–
|
|
|
279
|
Circle Wealth Management
Summit,
New Jersey
|
$11.9M
|
+$212K
|
+3,043
|
+2%
|
|
|
280
|
Brown Brothers Harriman & Co
New York
|
$11.9M
|
+$1.83M
|
+26,290
|
+18%
|
|
|
281
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.8M
|
-$3.07M
|
-44,157
|
-21%
|
|
|
282
|
Gryphon Financial Partners
Columbus,
Ohio
|
$11.8M
|
+$11.6M
|
+167,206
|
New
|
|
|
283
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$11.7M
|
+$1.43M
|
+20,530
|
+14%
|
|
|
284
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$11.6M
|
-$22.2M
|
-318,926
|
-66%
|
|
|
285
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$11.6M
|
-$1.1M
|
-15,838
|
-9%
|
|
|
286
|
Parkside Advisors
Berkeley,
California
|
$11.6M
|
-$351K
|
-5,051
|
-3%
|
|
|
287
|
First Allied Advisory Services
San Diego,
California
|
$11.5M
|
-$1.98M
|
-28,442
|
-15%
|
|
|
288
|
Principal Financial Group
Des Moines,
Iowa
|
$11.4M
|
+$4.31M
|
+62,051
|
+62%
|
|
|
289
|
Choreo LLC
Rockford,
Illinois
|
$11.3M
|
–
|
–
|
–
|
|
|
290
|
Calamos Wealth Management
Naperville,
Illinois
|
$11.2M
|
-$1.04M
|
-14,941
|
-9%
|
|
|
291
|
Goldstein Munger & Associates
San Ramon,
California
|
$11.2M
|
+$1.32K
|
+19
|
+0%
|
|
|
292
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$11.2M
|
+$17.4K
|
+250
|
+0.2%
|
|
|
293
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.2M
|
+$11.1M
|
+159,139
|
New
|
|
|
294
|
Summit Financial Strategies
Columbus,
Ohio
|
$11.1M
|
-$164K
|
-2,359
|
-1%
|
|
|
295
|
Confluence Wealth Management
Portland,
Oregon
|
$11M
|
-$473K
|
-6,802
|
-4%
|
|
|
296
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11M
|
-$145K
|
-2,080
|
-1%
|
|
|
297
|
SimpliFi Inc
San Diego,
California
|
$11M
|
+$10.8M
|
+155,782
|
New
|
|
|
298
|
Wall Capital Group
Phoenix,
Arizona
|
$10.9M
|
-$372K
|
-5,355
|
-3%
|
|
|
299
|
People's United Financial
Bridgeport,
Connecticut
|
$10.7M
|
+$516K
|
+7,421
|
+5%
|
|
|
300
|
Security National Trust
Wheeling,
West Virginia
|
$10.7M
|
+$1.54M
|
+22,179
|
+17%
|
|
