|
376
|
Perigon Wealth Management
San Francisco,
California
|
$12.9M
|
+$500K
|
+7,629
|
+4%
|
|
|
377
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$12.8M
|
+$662K
|
+10,098
|
+6%
|
|
|
378
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.7M
|
+$109K
|
+1,665
|
+0.9%
|
|
|
379
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$12.6M
|
–
|
–
|
–
|
|
|
380
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.6M
|
-$1.06M
|
-16,232
|
-8%
|
|
|
381
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.6M
|
+$447K
|
+6,826
|
+4%
|
|
|
382
|
Encompass Wealth Advisors
Portland,
Oregon
|
$12.5M
|
+$49.8K
|
+759
|
+0.4%
|
|
|
383
|
SCS Capital Management
Boston,
Massachusetts
|
$12.5M
|
+$5.15M
|
+78,583
|
+72%
|
|
|
384
|
Peninsula Wealth
San Francisco,
California
|
$12.5M
|
-$106K
|
-1,618
|
-0.9%
|
|
|
385
|
Acadian Asset Management
Boston,
Massachusetts
|
$12.4M
|
+$380K
|
+5,800
|
+3%
|
|
|
386
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$12.4M
|
+$136K
|
+2,081
|
+1%
|
|
|
387
|
Portland Global Advisors
Portland,
Maine
|
$12.4M
|
+$1.45M
|
+22,140
|
+14%
|
|
|
388
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.2M
|
+$4.14M
|
+63,213
|
+53%
|
|
|
389
|
Gotham Asset Management
New York
|
$12.2M
|
+$742K
|
+11,317
|
+7%
|
|
|
390
|
Halpern Financial
Ashburn,
Virginia
|
$12.2M
|
+$1.2M
|
+18,300
|
+11%
|
|
|
391
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$12.1M
|
–
|
–
|
–
|
|
|
392
|
Simon Quick Advisors
Morristown,
New Jersey
|
$12M
|
-$1.71M
|
-26,092
|
-13%
|
|
|
393
|
Tortoise Investment Management
White Plains,
New York
|
$11.9M
|
+$337K
|
+5,136
|
+3%
|
|
|
394
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.9M
|
-$1.99M
|
-30,293
|
-15%
|
|
|
395
|
Omnia Family Wealth
Aventura,
Florida
|
$11.8M
|
-$87.8K
|
-1,340
|
-0.8%
|
|
|
396
|
Family Capital Trust
Peabody,
Massachusetts
|
$11.8M
|
+$10.3K
|
+157
|
+0.1%
|
|
|
397
|
Old National Bancorp
Evansville,
Indiana
|
$11.5M
|
-$1.33M
|
-20,227
|
-10%
|
|
|
398
|
FDx Advisors
Chicago,
Illinois
|
$11.3M
|
–
|
–
|
–
|
|
|
399
|
Symphony Financial
Houston,
Texas
|
$11.3M
|
-$418K
|
-6,373
|
-4%
|
|
|
400
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$11.3M
|
+$3.8M
|
+57,938
|
+52%
|
|
