|
326
|
RPTC Inc
Jackson,
Wyoming
|
$28.3M
|
+$451K
|
+5,105
|
+2%
|
|
|
327
|
Marble Wealth
Montgomery,
Alabama
|
$28.2M
|
+$27.9M
|
+315,603
|
New
|
|
|
328
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$28.2M
|
+$600K
|
+6,780
|
+2%
|
|
|
329
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$28.1M
|
+$2.25M
|
+25,449
|
+9%
|
|
|
330
|
Affiance Financial
St. Louis Park,
Minnesota
|
$28M
|
+$2.34M
|
+26,473
|
+9%
|
|
|
331
|
EP Wealth Advisors
Torrance,
California
|
$27.9M
|
+$27.6M
|
+312,419
|
New
|
|
|
332
|
Spire Wealth Management
Mclean,
Virginia
|
$27.9M
|
+$1.26M
|
+14,291
|
+5%
|
|
|
333
|
MBL Wealth
Charlotte,
North Carolina
|
$27.5M
|
+$335K
|
+3,788
|
+1%
|
|
|
334
|
GHP Investment Advisors
Denver,
Colorado
|
$27.4M
|
+$309K
|
+3,492
|
+1%
|
|
|
335
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$27.3M
|
+$4.85M
|
+54,839
|
+22%
|
|
|
336
|
Evergreen Capital Management
Bellevue,
Washington
|
$27M
|
+$5.17M
|
+58,469
|
+24%
|
|
|
337
|
Tarbox Family Office
Newport Beach,
California
|
$26.7M
|
-$6.1M
|
-69,014
|
-19%
|
|
|
338
|
Twele Capital Management
Minnetonka,
Minnesota
|
$26.7M
|
+$175K
|
+1,975
|
+0.7%
|
|
|
339
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$26.7M
|
-$6.72M
|
-75,941
|
-20%
|
|
|
340
|
Washington Trust
Westerly,
Rhode Island
|
$26.6M
|
+$17.3K
|
+196
|
+0.1%
|
|
|
341
|
Waverly Advisors
Birmingham,
Alabama
|
$26.2M
|
+$2.54M
|
+28,673
|
+11%
|
|
|
342
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$26.1M
|
+$3.1M
|
+35,060
|
+14%
|
|
|
343
|
Neumann Capital Management
Foster City,
California
|
$25.9M
|
+$48.5K
|
+549
|
+0.2%
|
|
|
344
|
West Financial Advisors
Des Moines,
Iowa
|
$25.8M
|
-$216K
|
-2,446
|
-0.8%
|
|
|
345
|
Great Diamond Partners
Portland,
Maine
|
$25.8M
|
-$9.33M
|
-105,512
|
-27%
|
|
|
346
|
Strategic Investment Management
Arlington,
Virginia
|
$25.7M
|
+$4.73M
|
+53,530
|
+23%
|
|
|
347
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$25.5M
|
+$1.55M
|
+17,490
|
+7%
|
|
|
348
|
Coastline Trust
Providence,
Rhode Island
|
$25.4M
|
+$5.86M
|
+66,249
|
+30%
|
|
|
349
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$25.4M
|
+$758K
|
+8,572
|
+3%
|
|
|
350
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$24.9M
|
+$666K
|
+7,535
|
+3%
|
|
