|
901
|
Zevin Asset Management
Boston,
Massachusetts
|
$28.3M
|
-$3.44M
|
-10,940
|
-10%
|
|
|
902
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$28.2M
|
-$436K
|
-1,389
|
-1%
|
|
|
903
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$28.1M
|
+$1.65M
|
+5,237
|
+6%
|
|
|
904
|
Ardent Capital Management
Cincinnati,
Ohio
|
$28.1M
|
-$689K
|
-2,193
|
-2%
|
|
|
905
|
HUB Investment Partners
Austin,
Texas
|
$28.1M
|
+$1.73M
|
+5,504
|
+6%
|
|
|
906
|
Axxcess Wealth Management
Carlsbad,
California
|
$27.9M
|
-$4.67M
|
-14,856
|
-12%
|
|
|
907
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$27.9M
|
-$320K
|
-1,018
|
-1%
|
|
|
908
|
Savvy Advisors Inc
New York
|
$27.9M
|
+$4.09M
|
+13,003
|
+15%
|
|
|
909
|
Osprey Private Wealth
New York
|
$27.8M
|
+$44K
|
+140
|
+0.1%
|
|
|
910
|
Bailard
Foster City,
California
|
$27.8M
|
-$980K
|
-3,118
|
-3%
|
|
|
911
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$27.7M
|
+$1.55M
|
+4,927
|
+5%
|
|
|
912
|
Meridian Wealth Management
Lexington,
Kentucky
|
$27.7M
|
-$1.28M
|
-4,072
|
-4%
|
|
|
913
|
Cullinan Associates
Louisville,
Kentucky
|
$27.6M
|
-$1.63M
|
-5,200
|
-5%
|
|
|
914
|
Sander Capital Advisors
Seattle,
Washington
|
$27.6M
|
+$900K
|
+2,864
|
+3%
|
|
|
915
|
Leavell Investment Management
Mobile,
Alabama
|
$27.5M
|
-$296K
|
-943
|
-1%
|
|
|
916
|
Modern Wealth Management
Lenexa,
Kansas
|
$27.5M
|
+$2.69M
|
+8,559
|
+10%
|
|
|
917
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$27.5M
|
-$1.09M
|
-3,458
|
-3%
|
|
|
918
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$27.4M
|
-$2.82M
|
-8,971
|
-9%
|
|
|
919
|
SimplyRich
Carlsbad,
California
|
$27.3M
|
-$150K
|
-479
|
-0.5%
|
|
|
920
|
Adell Harriman & Carpenter
Houston,
Texas
|
$27.3M
|
-$427K
|
-1,359
|
-1%
|
|
|
921
|
Petrus Trust Company
Dallas,
Texas
|
$27.3M
|
–
|
–
|
–
|
|
|
922
|
Ninety One (UK)
London,
United Kingdom
|
$27.3M
|
–
|
–
|
–
|
|
|
923
|
Principle Wealth Partners
Madison,
Connecticut
|
$27.1M
|
-$346K
|
-1,101
|
-1%
|
|
|
924
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$27M
|
+$306K
|
+973
|
+1%
|
|
|
925
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.9M
|
+$1.09M
|
+3,461
|
+5%
|
|
