|
301
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$34.3M
|
+$880K
|
+9,432
|
+3%
|
|
|
302
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$34.2M
|
+$5.06M
|
+54,167
|
+17%
|
|
|
303
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$34.1M
|
-$25.3M
|
-270,564
|
-42%
|
|
|
304
|
MCF Advisors
Covington,
Kentucky
|
$34.1M
|
-$1.29M
|
-13,860
|
-4%
|
|
|
305
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$34M
|
+$2.18M
|
+23,347
|
+7%
|
|
|
306
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$33.6M
|
+$7.72M
|
+82,752
|
+29%
|
|
|
307
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$33.4M
|
+$5.13M
|
+55,013
|
+18%
|
|
|
308
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$33.1M
|
-$433K
|
-4,637
|
-1%
|
|
|
309
|
Purpose Unlimited Inc
Toronto,
|
$33M
|
+$1.34M
|
+14,395
|
+4%
|
|
|
310
|
World Investment Advisors
Santa Barbara,
California
|
$32.9M
|
-$12M
|
-128,168
|
-26%
|
|
|
311
|
Financial Engines Advisors
Santa Clara,
California
|
$32.6M
|
-$1.46M
|
-15,639
|
-4%
|
|
|
312
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$32.5M
|
+$17.2M
|
+184,179
|
+105%
|
|
|
313
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$32.3M
|
+$2.23M
|
+23,937
|
+7%
|
|
|
314
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$32.2M
|
+$1.04M
|
+11,146
|
+3%
|
|
|
315
|
Portland Global Advisors
Portland,
Maine
|
$31.9M
|
+$825K
|
+8,844
|
+3%
|
|
|
316
|
Simon Quick Advisors
Morristown,
New Jersey
|
$31.8M
|
-$2.18M
|
-23,337
|
-6%
|
|
|
317
|
MTC Wealth Management
Tampa,
Florida
|
$31.5M
|
+$9.58M
|
+102,677
|
+42%
|
|
|
318
|
Iowa State Bank
Urbandale,
Iowa
|
$31.3M
|
+$2.01M
|
+21,567
|
+7%
|
|
|
319
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$31.2M
|
-$3.34M
|
-35,775
|
-9%
|
|
|
320
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$31.2M
|
+$1.22M
|
+13,086
|
+4%
|
|
|
321
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$31M
|
–
|
–
|
–
|
|
|
322
|
Shoker Investment Counsel
Oxford,
Ohio
|
$31M
|
-$224K
|
-2,404
|
-0.7%
|
|
|
323
|
Allen Investment Management
New York
|
$30.9M
|
+$22.9K
|
+245
|
+0.1%
|
|
|
324
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$30.7M
|
-$556K
|
-5,958
|
-2%
|
|
|
325
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$30.5M
|
-$2.06M
|
-22,051
|
-6%
|
|
