|
301
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.5M
|
-$1.5M
|
-16,513
|
-10%
|
|
|
302
|
Integrity Alliance
Urbandale,
Iowa
|
$13.5M
|
+$2.35M
|
+25,879
|
+22%
|
|
|
303
|
Perigon Wealth Management
San Francisco,
California
|
$13.5M
|
+$332K
|
+3,656
|
+3%
|
|
|
304
|
LWM Advisors
El Dorado Hills,
California
|
$13.3M
|
-$22.5K
|
-247
|
-0.2%
|
|
|
305
|
Brickley Wealth Management
San Mateo,
California
|
$13.2M
|
–
|
–
|
–
|
|
|
306
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$13.1M
|
+$10.9K
|
+120
|
+0.1%
|
|
|
307
|
Noble Family Wealth
Clearwater,
Florida
|
$13M
|
–
|
–
|
–
|
|
|
308
|
Spire Wealth Management
Mclean,
Virginia
|
$12.8M
|
-$267K
|
-2,933
|
-2%
|
|
|
309
|
SteelPeak Wealth
Woodland Hills,
California
|
$12.8M
|
+$676K
|
+7,435
|
+6%
|
|
|
310
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.8M
|
+$4.28M
|
+47,055
|
+52%
|
|
|
311
|
QRG Capital Management
Chicago,
Illinois
|
$12.8M
|
+$546K
|
+6,009
|
+5%
|
|
|
312
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.6M
|
-$473K
|
-5,201
|
-4%
|
|
|
313
|
Baker Avenue Asset Management
San Francisco,
California
|
$12.5M
|
+$28.9K
|
+318
|
+0.2%
|
|
|
314
|
Vanguard Group
Malvern,
Pennsylvania
|
$12.5M
|
-$33K
|
-363
|
-0.3%
|
|
|
315
|
GLOBALT Investments
Atlanta,
Georgia
|
$12.5M
|
-$536K
|
-5,896
|
-4%
|
|
|
316
|
Allworth Financial
Folsom,
California
|
$12.5M
|
+$1.12M
|
+12,365
|
+10%
|
|
|
317
|
Amarillo National Bank
Amarillo,
Texas
|
$12.4M
|
-$123K
|
-1,358
|
-1%
|
|
|
318
|
SNS Financial Group
Minneapolis,
Minnesota
|
$12.4M
|
-$500K
|
-5,495
|
-4%
|
|
|
319
|
Davenport & Co
Richmond,
Virginia
|
$12.4M
|
+$195K
|
+2,142
|
+2%
|
|
|
320
|
WesBanco Bank
Wheeling,
West Virginia
|
$12.3M
|
+$187K
|
+2,055
|
+2%
|
|
|
321
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$12.3M
|
+$61.6K
|
+678
|
+0.5%
|
|
|
322
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.2M
|
-$19.1M
|
-209,809
|
-62%
|
|
|
323
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$12.1M
|
–
|
–
|
–
|
|
|
324
|
Credit Agricole
Montrouge Cedex,
France
|
$12.1M
|
+$11.8M
|
+129,855
|
New
|
|
|
325
|
Corundum Group
Colorado Springs,
Colorado
|
$12M
|
+$182K
|
+2,006
|
+2%
|
|
