|
376
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$17.4M
|
+$1.95M
|
+29,137
|
+13%
|
|
|
377
|
Simplicity Wealth
Summit,
New Jersey
|
$17.2M
|
-$4.57M
|
-68,184
|
-21%
|
|
|
378
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$17.1M
|
+$2.1M
|
+31,330
|
+14%
|
|
|
379
|
Empowered Funds
Havertown,
Pennsylvania
|
$16.9M
|
+$7.28M
|
+108,459
|
+76%
|
|
|
380
|
Portland Global Advisors
Portland,
Maine
|
$16.9M
|
-$147K
|
-2,189
|
-0.9%
|
|
|
381
|
Physician Wealth Advisors
Midvale,
Utah
|
$16.8M
|
+$319K
|
+4,761
|
+2%
|
|
|
382
|
Summit Financial
Parsippany,
New Jersey
|
$16.7M
|
-$780K
|
-11,624
|
-4%
|
|
|
383
|
SVB Wealth
Boston,
Massachusetts
|
$16.7M
|
-$3.38M
|
-50,450
|
-17%
|
|
|
384
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$16.5M
|
+$8.69M
|
+129,556
|
+112%
|
|
|
385
|
Chilton Capital Management
Houston,
Texas
|
$16.4M
|
-$84.9K
|
-1,266
|
-0.5%
|
|
|
386
|
Guidance Capital
Lousville,
Kentucky
|
$16.4M
|
+$41.7K
|
+621
|
+0.3%
|
|
|
387
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$16.4M
|
+$1.53M
|
+22,816
|
+10%
|
|
|
388
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$16.4M
|
+$597K
|
+8,892
|
+4%
|
|
|
389
|
Cascade Financial Partners
San Diego,
California
|
$16.4M
|
-$845K
|
-12,590
|
-5%
|
|
|
390
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16.2M
|
+$7.3M
|
+108,783
|
+83%
|
|
|
391
|
Umpqua Bank
Lake Oswego,
Oregon
|
$16.1M
|
+$467K
|
+6,962
|
+3%
|
|
|
392
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$16M
|
+$18K
|
+268
|
+0.1%
|
|
|
393
|
Astoria Portfolio Advisors
New York
|
$15.9M
|
+$6.14M
|
+91,522
|
+77%
|
|
|
394
|
INVST
Indianapolis,
Indiana
|
$15.9M
|
+$3.09M
|
+46,044
|
+24%
|
|
|
395
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.9M
|
-$236K
|
-3,517
|
-1%
|
|
|
396
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.9M
|
-$50.8M
|
-757,316
|
-76%
|
|
|
397
|
Twele Capital Management
Minnetonka,
Minnesota
|
$15.8M
|
+$18.1K
|
+270
|
+0.1%
|
|
|
398
|
EQ LLC
Bellevue,
Washington
|
$15.8M
|
-$882K
|
-13,150
|
-5%
|
|
|
399
|
Veery Capital
Wilmington,
Delaware
|
$15.8M
|
+$120K
|
+1,795
|
+0.8%
|
|
|
400
|
Blue Edge Capital
Richmond,
Virginia
|
$15.7M
|
+$704K
|
+10,495
|
+5%
|
|
