|
201
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$17.6M
|
+$256K
|
+3,231
|
+1%
|
|
|
202
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$17.4M
|
-$18.1M
|
-227,949
|
-50%
|
|
|
203
|
Waverly Advisors
Birmingham,
Alabama
|
$17.4M
|
+$4.46M
|
+56,326
|
+32%
|
|
|
204
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.3M
|
-$1.78M
|
-22,538
|
-9%
|
|
|
205
|
Steward Partners Investment Advisory
New York
|
$16.9M
|
+$854K
|
+10,783
|
+5%
|
|
|
206
|
Brown Brothers Harriman & Co
New York
|
$16.8M
|
+$2.77M
|
+35,000
|
+19%
|
|
|
207
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$16.7M
|
-$851K
|
-10,744
|
-5%
|
|
|
208
|
US Financial Advisors
Braintree,
Massachusetts
|
$16.5M
|
+$539K
|
+6,809
|
+3%
|
|
|
209
|
Parallel Advisors
San Francisco,
California
|
$16.3M
|
+$257K
|
+3,243
|
+2%
|
|
|
210
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$16.2M
|
+$11.4M
|
+143,690
|
+204%
|
|
|
211
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.9M
|
-$8.39M
|
-105,943
|
-33%
|
|
|
212
|
RVW Wealth
Los Angeles,
California
|
$15.9M
|
-$720K
|
-9,097
|
-4%
|
|
|
213
|
Burgundy Asset Management
Toronto,
Ontario, Canada
|
$15.9M
|
+$16.7M
|
+210,357
|
New
|
|
|
214
|
Financial Counselors Inc
Overland Park,
Kansas
|
$15.9M
|
-$4.49M
|
-56,678
|
-21%
|
|
|
215
|
Swan Global Investments
Durango,
Colorado
|
$15.7M
|
-$7.82M
|
-98,800
|
-32%
|
|
|
216
|
Fiduciary Trust
Boston,
Massachusetts
|
$15.6M
|
+$2.9M
|
+36,566
|
+22%
|
|
|
217
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.5M
|
+$266K
|
+3,353
|
+2%
|
|
|
218
|
Inspire Trust Company
Reno,
Nevada
|
$15.4M
|
+$792K
|
+10,000
|
+5%
|
|
|
219
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$15.4M
|
+$5.84M
|
+73,796
|
+57%
|
|
|
220
|
Principal Financial Group
Des Moines,
Iowa
|
$15.2M
|
-$10.7M
|
-134,900
|
-40%
|
|
|
221
|
Level Four Advisory Services
Dallas,
Texas
|
$15.2M
|
+$11M
|
+138,742
|
+222%
|
|
|
222
|
Patton Fund Management
Dallas,
Texas
|
$15.2M
|
-$790K
|
-9,974
|
-5%
|
|
|
223
|
Taikang Asset Management (HK)
Hong Kong
|
$15.1M
|
–
|
–
|
–
|
|
|
224
|
Anchor Capital Management Group
Aliso Viejo,
California
|
$15.1M
|
+$15.8M
|
+200,000
|
New
|
|
|
225
|
Central Bank & Trust
Lexington,
Kentucky
|
$15.1M
|
+$260K
|
+3,288
|
+2%
|
|
