|
351
|
Private Advisory Group
Redmond,
Washington
|
$4.96M
|
–
|
–
|
–
|
|
|
352
|
Community Bank
Dewitt,
New York
|
$4.96M
|
+$304K
|
+6,010
|
+7%
|
|
|
353
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.89M
|
+$2.5M
|
+49,373
|
+109%
|
|
|
354
|
Centaurus Financial
Anaheim,
California
|
$4.89M
|
+$127K
|
+2,504
|
+3%
|
|
|
355
|
Banco Santander
Madrid,
Spain
|
$4.86M
|
-$334K
|
-6,585
|
-7%
|
|
|
356
|
Berman Capital Advisors
Atlanta,
Georgia
|
$4.85M
|
+$1.98M
|
+39,189
|
+72%
|
|
|
357
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$4.84M
|
-$554K
|
-10,939
|
-10%
|
|
|
358
|
Round Table Services
Westfield,
New Jersey
|
$4.76M
|
-$213K
|
-4,210
|
-4%
|
|
|
359
|
Argent Trust Co
Nashville,
Tennessee
|
$4.71M
|
+$756K
|
+14,928
|
+20%
|
|
|
360
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.71M
|
+$2.34M
|
+46,225
|
+103%
|
|
|
361
|
Global Retirement Partners
San Rafael,
California
|
$4.68M
|
-$244K
|
-4,813
|
-5%
|
|
|
362
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$4.68M
|
–
|
–
|
–
|
|
|
363
|
Financial Engines Advisors
Santa Clara,
California
|
$4.67M
|
+$1.64M
|
+32,408
|
+56%
|
|
|
364
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.67M
|
-$609K
|
-12,018
|
-12%
|
|
|
365
|
Waverly Advisors
Birmingham,
Alabama
|
$4.59M
|
+$22.9K
|
+452
|
+0.5%
|
|
|
366
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.56M
|
-$274K
|
-5,405
|
-13%
|
|
|
367
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4.56M
|
+$1.65M
|
+32,652
|
+58%
|
|
|
368
|
WESCAP Management Group
Glendale,
California
|
$4.54M
|
+$681K
|
+13,437
|
+18%
|
|
|
369
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.52M
|
+$4.42M
|
+87,363
|
New
|
|
|
370
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4.51M
|
+$1.32M
|
+26,000
|
+43%
|
|
|
371
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$4.5M
|
+$28.5K
|
+562
|
+0.7%
|
|
|
372
|
Kingfisher Capital
Charlotte,
North Carolina
|
$4.49M
|
+$1.03M
|
+20,239
|
+30%
|
|
|
373
|
Boston Research & Management
Manchester,
Massachusetts
|
$4.44M
|
-$11.2K
|
-222
|
-0.3%
|
|
|
374
|
Tarbox Family Office
Newport Beach,
California
|
$4.39M
|
+$3.52M
|
+69,467
|
+449%
|
|
|
375
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$4.39M
|
+$163K
|
+3,214
|
+4%
|
|
