|
276
|
Sentinel Trust
Houston,
Texas
|
$17.6M
|
–
|
–
|
–
|
|
|
277
|
Oak Root LLC
Santa Barbara,
California
|
$17.4M
|
+$244K
|
+4,506
|
+2%
|
|
|
278
|
Rockbridge Investment Management
Syracuse,
New York
|
$17.4M
|
-$1.78M
|
-32,942
|
-10%
|
|
|
279
|
Disciplina Capital Management
Nashville,
Tennessee
|
$17.2M
|
-$14M
|
-257,842
|
-46%
|
|
|
280
|
Marcum Wealth
Cleveland,
Ohio
|
$17.2M
|
+$38.1K
|
+703
|
+0.2%
|
|
|
281
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.1M
|
+$1.17M
|
+21,577
|
+8%
|
|
|
282
|
Bank of Hawaii
Honolulu,
Hawaii
|
$17M
|
+$78.7K
|
+1,454
|
+0.5%
|
|
|
283
|
MTC Wealth Management
Tampa,
Florida
|
$17M
|
-$178K
|
-3,287
|
-1%
|
|
|
284
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$16.9M
|
-$297K
|
-5,478
|
-2%
|
|
|
285
|
DZ Bank
Frankfurt Am Main,
Germany
|
$16.8M
|
+$974K
|
+18,000
|
+7%
|
|
|
286
|
Steward Partners Investment Advisory
New York
|
$16.7M
|
-$609K
|
-11,260
|
-4%
|
|
|
287
|
William Blair & Company
Chicago,
Illinois
|
$16.4M
|
-$182K
|
-3,357
|
-1%
|
|
|
288
|
Tarbox Family Office
Newport Beach,
California
|
$16.4M
|
-$453K
|
-8,367
|
-3%
|
|
|
289
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.3M
|
+$3.55M
|
+65,531
|
+30%
|
|
|
290
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$16.2M
|
+$15.2M
|
+281,596
|
New
|
|
|
291
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$16M
|
+$754K
|
+13,927
|
+5%
|
|
|
292
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$16M
|
+$888K
|
+16,414
|
+6%
|
|
|
293
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$15.9M
|
-$252K
|
-4,653
|
-2%
|
|
|
294
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.8M
|
-$716K
|
-13,234
|
-5%
|
|
|
295
|
LMCG Investments
Boston,
Massachusetts
|
$15.7M
|
+$15.1K
|
+279
|
+0.1%
|
|
|
296
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.6M
|
+$2.79M
|
+51,610
|
+23%
|
|
|
297
|
Running Point Capital Advisors
El Segundo,
California
|
$15.5M
|
-$301K
|
-5,555
|
-2%
|
|
|
298
|
Cascade Financial Partners
San Diego,
California
|
$15.4M
|
+$327K
|
+6,045
|
+2%
|
|
|
299
|
Rovin Capital
Mesa,
Arizona
|
$15.4M
|
+$8.25M
|
+152,344
|
+131%
|
|
|
300
|
Condor Capital Management
Martinsville,
New Jersey
|
$15.3M
|
+$93.7K
|
+1,731
|
+0.7%
|
|
