|
301
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$25.3M
|
+$1.04M
|
+3,845
|
+4%
|
|
|
302
|
|
$25.2M
|
–
|
–
|
–
|
|
|
303
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$25M
|
+$8.51M
|
+31,347
|
+46%
|
|
|
304
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$25M
|
+$5.38M
|
+19,807
|
+25%
|
|
|
305
|
Grimes & Company
Westborough,
Massachusetts
|
$24.9M
|
-$78.5K
|
-289
|
-0.3%
|
|
|
306
|
Wintrust Investments
Chicago,
Illinois
|
$24.7M
|
+$1.14M
|
+4,190
|
+4%
|
|
|
307
|
Pathstone Family Office
Englewood,
New Jersey
|
$24.7M
|
+$1M
|
+3,695
|
+4%
|
|
|
308
|
Millennium Management
New York
|
$24.7M
|
+$14.7M
|
+54,260
|
+124%
|
|
|
309
|
AQR Capital Management
Greenwich,
Connecticut
|
$24.6M
|
+$1.74M
|
+6,420
|
+7%
|
|
|
310
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$24.5M
|
+$26.5M
|
+97,492
|
New
|
|
|
311
|
Tyers Asset Management
Austin,
Texas
|
$24.2M
|
+$974K
|
+3,586
|
+4%
|
|
|
312
|
Verus Financial Partners
Richmond,
Virginia
|
$24.1M
|
–
|
–
|
–
|
|
|
313
|
ACG Wealth
Atlanta,
Georgia
|
$23.5M
|
-$437K
|
-1,611
|
-2%
|
|
|
314
|
HRS Investment Holdings
New York
|
$23.4M
|
+$25.3M
|
+93,000
|
New
|
|
|
315
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$23.3M
|
+$25.1M
|
+92,466
|
New
|
|
|
316
|
Good Life Advisors
Reading,
Pennsylvania
|
$23.2M
|
+$1.39M
|
+5,127
|
+6%
|
|
|
317
|
Spring Creek Investment Management
Philadelphia,
Pennsylvania
|
$23M
|
+$24.8M
|
+91,140
|
New
|
|
|
318
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$22.9M
|
+$24.7M
|
+91,126
|
New
|
|
|
319
|
Meridian Management
Little Rock,
Arkansas
|
$22.8M
|
+$3.62M
|
+13,338
|
+17%
|
|
|
320
|
Snowden Capital Advisors
New York
|
$22.6M
|
-$94.5K
|
-348
|
-0.4%
|
|
|
321
|
JSF Financial
Los Angeles,
California
|
$22.5M
|
+$24.2M
|
+89,242
|
New
|
|
|
322
|
Narwhal Capital Management
Marietta,
Georgia
|
$22.3M
|
+$10.4M
|
+38,154
|
+75%
|
|
|
323
|
Fidelity International
Hamilton,
Bermuda
|
$22.3M
|
+$24.1M
|
+88,624
|
New
|
|
|
324
|
Human Investing
Lake Oswego,
Oregon
|
$22.2M
|
+$23.9M
|
+88,147
|
New
|
|
|
325
|
Disciplina Capital Management
Nashville,
Tennessee
|
$21.9M
|
+$23.6M
|
+86,848
|
New
|
|
