|
326
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.2M
|
+$712K
|
+6,314
|
+4%
|
|
|
327
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$18.1M
|
-$466K
|
-4,131
|
-2%
|
|
|
328
|
Summit Asset Management
Memphis,
Tennessee
|
$18M
|
+$237K
|
+2,101
|
+1%
|
|
|
329
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18M
|
-$12.7M
|
-112,401
|
-39%
|
|
|
330
|
Enzi Wealth
Austin,
Texas
|
$18M
|
+$1.85M
|
+16,358
|
+10%
|
|
|
331
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$18M
|
–
|
–
|
–
|
|
|
332
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$18M
|
+$755K
|
+6,689
|
+4%
|
|
|
333
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$17.9M
|
+$510K
|
+4,516
|
+3%
|
|
|
334
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$17.8M
|
-$201K
|
-1,782
|
-1%
|
|
|
335
|
Twele Capital Management
Minnetonka,
Minnesota
|
$17.7M
|
-$17.6K
|
-156
|
-0.1%
|
|
|
336
|
PKS Advisory Services
Albany,
New York
|
$17.7M
|
+$124K
|
+1,101
|
+0.7%
|
|
|
337
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$17.6M
|
-$433K
|
-3,839
|
-2%
|
|
|
338
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$17.5M
|
+$240K
|
+2,130
|
+1%
|
|
|
339
|
Journey Strategic Wealth
Summit,
New Jersey
|
$17.4M
|
+$2.15M
|
+19,037
|
+13%
|
|
|
340
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$17.4M
|
+$767K
|
+6,801
|
+4%
|
|
|
341
|
EFG Asset Management (Americas)
Miami,
Florida
|
$17.3M
|
-$766K
|
-6,790
|
-4%
|
|
|
342
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$17.3M
|
-$380K
|
-3,370
|
-2%
|
|
|
343
|
Goelzer Investment Management
Carmel,
Indiana
|
$17.2M
|
-$10.8K
|
-96
|
-0.1%
|
|
|
344
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$16.9M
|
+$891K
|
+7,900
|
+5%
|
|
|
345
|
Fort Henry Capital
Wheeling,
West Virginia
|
$16.8M
|
+$10.3K
|
+91
|
+0.1%
|
|
|
346
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.8M
|
-$1.38M
|
-12,205
|
-7%
|
|
|
347
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$16.8M
|
+$582K
|
+5,154
|
+3%
|
|
|
348
|
Washington Trust
Westerly,
Rhode Island
|
$16.8M
|
-$112K
|
-991
|
-0.6%
|
|
|
349
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$16.8M
|
+$120K
|
+1,067
|
+0.7%
|
|
|
350
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$16.8M
|
-$764K
|
-6,774
|
-4%
|
|
