|
301
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$20.1M
|
+$4.28M
|
+16,358
|
+28%
|
|
|
302
|
Epstein & White Financial
San Diego,
California
|
$19.7M
|
+$18.4M
|
+70,383
|
New
|
|
|
303
|
Clearstead Advisors
Cleveland,
Ohio
|
$19.7M
|
-$7.52M
|
-28,731
|
-28%
|
|
|
304
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$19.6M
|
-$72.7M
|
-277,530
|
-79%
|
|
|
305
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.5M
|
-$525K
|
-2,004
|
-3%
|
|
|
306
|
Washington Trust Bank
Spokane,
Washington
|
$19.5M
|
-$137K
|
-522
|
-0.7%
|
|
|
307
|
Litman Gregory Wealth Management
Larkspur,
California
|
$19.4M
|
+$1.58M
|
+6,015
|
+9%
|
|
|
308
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$19.3M
|
-$991K
|
-3,786
|
-5%
|
|
|
309
|
Level Four Advisory Services
Dallas,
Texas
|
$19.2M
|
-$1.1M
|
-4,185
|
-6%
|
|
|
310
|
Confluence Wealth Management
Portland,
Oregon
|
$19.1M
|
-$265K
|
-1,011
|
-1%
|
|
|
311
|
IberiaBank
Lafayette,
Louisiana
|
$19M
|
+$2.9M
|
+11,089
|
+19%
|
|
|
312
|
Monetta Financial Services
Wheaton,
Illinois
|
$18.9M
|
–
|
–
|
–
|
|
|
313
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$18.8M
|
-$15.7M
|
-60,000
|
-46%
|
|
|
314
|
Norris Perne & French
Grand Rapids,
Michigan
|
$18.8M
|
+$125K
|
+476
|
+0.7%
|
|
|
315
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$18.7M
|
+$17.9M
|
+68,473
|
New
|
|
|
316
|
Garcia Hamilton & Associates
Houston,
Texas
|
$18.4M
|
–
|
–
|
–
|
|
|
317
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$18.3M
|
-$1.05M
|
-4,023
|
-6%
|
|
|
318
|
King Wealth Management Group
Naples,
Florida
|
$18.2M
|
+$1.13M
|
+4,296
|
+7%
|
|
|
319
|
American Portfolios Advisors
Holbrook,
New York
|
$18.1M
|
+$17.6M
|
+67,253
|
New
|
|
|
320
|
Tyers Asset Management
Austin,
Texas
|
$18M
|
-$14.9M
|
-56,848
|
-46%
|
|
|
321
|
Sand Hill Global Advisors
Palo Alto,
California
|
$17.9M
|
-$2.98M
|
-11,380
|
-15%
|
|
|
322
|
Daiwa Securities Group
Tokyo,
Japan
|
$17.8M
|
-$6.37M
|
-24,310
|
-27%
|
|
|
323
|
BBVA USA Bancshares
Houston,
Texas
|
$17.8M
|
+$113K
|
+431
|
+0.7%
|
|
|
324
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$17.7M
|
+$10.2M
|
+39,007
|
+145%
|
|
|
325
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$17.7M
|
-$1.89M
|
-7,234
|
-10%
|
|
