|
326
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$19.5M
|
+$4.28M
|
+66,710
|
+27%
|
|
|
327
|
EP Wealth Advisors
Torrance,
California
|
$19.5M
|
-$798K
|
-12,444
|
-4%
|
|
|
328
|
Orin Green Financial
San Diego,
California
|
$19.5M
|
-$20.1M
|
-312,835
|
Closed
|
|
|
329
|
Soltis Investment Advisors
St. George,
Utah
|
$19.5M
|
-$381K
|
-5,943
|
-2%
|
|
|
330
|
First National Trust
Hermitage,
Pennsylvania
|
$19.3M
|
-$1.82M
|
-28,377
|
-8%
|
|
|
331
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$19.3M
|
+$364K
|
+5,669
|
+2%
|
|
|
332
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$19.3M
|
-$400K
|
-6,232
|
-2%
|
|
|
333
|
Allspring Global Investments
Charlotte,
North Carolina
|
$19.2M
|
+$150K
|
+2,331
|
+0.8%
|
|
|
334
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$19M
|
-$1.94M
|
-30,179
|
-9%
|
|
|
335
|
GenWealth Group
Maplewood,
New Jersey
|
$19M
|
+$337K
|
+5,248
|
+2%
|
|
|
336
|
Simmons Bank
Pine Bluff,
Arkansas
|
$18.9M
|
+$257K
|
+4,001
|
+1%
|
|
|
337
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$18.8M
|
+$12.2M
|
+190,412
|
+172%
|
|
|
338
|
Brown Brothers Harriman & Co
New York
|
$18.5M
|
+$1.77M
|
+27,611
|
+10%
|
|
|
339
|
Ironwood Financial
Tucson,
Arizona
|
$18.5M
|
-$51.6K
|
-804
|
-0.3%
|
|
|
340
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.4M
|
-$1.74M
|
-27,055
|
-8%
|
|
|
341
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$18.4M
|
-$11.4M
|
-178,243
|
-38%
|
|
|
342
|
Lynch & Associates
Newburgh,
Indiana
|
$18.4M
|
-$282K
|
-4,393
|
-1%
|
|
|
343
|
Marietta Wealth Management
Marietta,
Georgia
|
$18.4M
|
-$19.8K
|
-309
|
-0.1%
|
|
|
344
|
Citadel Advisors
Miami,
Florida
|
$18.4M
|
+$11.5M
|
+179,008
|
+155%
|
|
|
345
|
Acima Private Wealth
Richmond,
Virginia
|
$18.4M
|
+$43.9K
|
+685
|
+0.2%
|
|
|
346
|
PKS Advisory Services
Albany,
New York
|
$18.4M
|
+$18.9M
|
+294,565
|
New
|
|
|
347
|
NFP Retirement Inc
Aliso Viejo,
California
|
$18.2M
|
+$208K
|
+3,236
|
+1%
|
|
|
348
|
Leavell Investment Management
Mobile,
Alabama
|
$18.2M
|
-$159K
|
-2,472
|
-0.8%
|
|
|
349
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.1M
|
-$64.5K
|
-1,006
|
-0.3%
|
|
|
350
|
AAF Wealth Management
Westborough,
Massachusetts
|
$18.1M
|
-$29.2K
|
-455
|
-0.2%
|
|
