|
301
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$15.9M
|
+$305K
|
+2,962
|
+2%
|
|
|
302
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$15.8M
|
+$9.64M
|
+93,697
|
+160%
|
|
|
303
|
TCTC Holdings
Dallas,
Texas
|
$15.8M
|
-$196K
|
-1,904
|
-1%
|
|
|
304
|
UMB Bank
Kansas City,
Missouri
|
$15.7M
|
-$795K
|
-7,729
|
-5%
|
|
|
305
|
Perigon Wealth Management
San Francisco,
California
|
$15.5M
|
+$309K
|
+3,001
|
+2%
|
|
|
306
|
Dimension Capital Management
Coral Gables,
Florida
|
$15.5M
|
+$146K
|
+1,419
|
+1%
|
|
|
307
|
HMS Capital Management
Nashville,
Tennessee
|
$15.5M
|
-$20.1K
|
-195
|
-0.1%
|
|
|
308
|
Diversified Trust
Memphis,
Tennessee
|
$15.4M
|
+$231K
|
+2,243
|
+2%
|
|
|
309
|
RWA Wealth Partners
Newton,
Massachusetts
|
$15.4M
|
+$173K
|
+1,680
|
+1%
|
|
|
310
|
Diversified Management
Milwaukee,
Wisconsin
|
$15.4M
|
-$19.2K
|
-187
|
-0.1%
|
|
|
311
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$15.2M
|
+$96.9K
|
+942
|
+0.6%
|
|
|
312
|
WesBanco Bank
Wheeling,
West Virginia
|
$15M
|
+$525K
|
+5,104
|
+4%
|
|
|
313
|
Baker Avenue Asset Management
San Francisco,
California
|
$14.8M
|
+$751K
|
+7,303
|
+5%
|
|
|
314
|
WhitTier Trust Company
Reno,
Nevada
|
$14.8M
|
-$419K
|
-4,071
|
-3%
|
|
|
315
|
Brickley Wealth Management
San Mateo,
California
|
$14.6M
|
–
|
–
|
–
|
|
|
316
|
Cambiar Investors
Denver,
Colorado
|
$14.6M
|
-$9.92M
|
-96,467
|
-41%
|
|
|
317
|
Presper Financial Architects
Akron,
Ohio
|
$14.6M
|
+$233K
|
+2,262
|
+2%
|
|
|
318
|
Avity Investment Management
Greenwich,
Connecticut
|
$14.5M
|
-$206K
|
-2,007
|
-1%
|
|
|
319
|
LWM Advisors
El Dorado Hills,
California
|
$14.5M
|
-$89.5K
|
-870
|
-0.6%
|
|
|
320
|
Noble Family Wealth
Clearwater,
Florida
|
$14.5M
|
–
|
–
|
–
|
|
|
321
|
Gray Private Wealth
Canton,
Massachusetts
|
$14.4M
|
+$1.19M
|
+11,557
|
+9%
|
|
|
322
|
RVW Wealth
Los Angeles,
California
|
$14.4M
|
-$378K
|
-3,672
|
-3%
|
|
|
323
|
Darwin Wealth Management
Tampa,
Florida
|
$14.3M
|
+$435K
|
+4,233
|
+3%
|
|
|
324
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$14.3M
|
+$59.8K
|
+581
|
+0.4%
|
|
|
325
|
Personal CFO Solutions
Chester,
New Jersey
|
$14.3M
|
+$13.4M
|
+130,536
|
+1,848%
|
|
