|
601
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.7M
|
-$139K
|
-338
|
-0.7%
|
|
|
602
|
Financial Management Network
Mission Viejo,
California
|
$18.7M
|
+$1.69M
|
+4,099
|
+9%
|
|
|
603
|
Capital Planning
Bellevue,
Washington
|
$18.6M
|
+$367K
|
+892
|
+2%
|
|
|
604
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$18.4M
|
+$641K
|
+1,559
|
+3%
|
|
|
605
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$18.4M
|
+$2.85M
|
+6,934
|
+17%
|
|
|
606
|
Entrust Global Partners
New York
|
$18.4M
|
–
|
–
|
–
|
|
|
607
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$18.3M
|
+$19.9M
|
+48,264
|
New
|
|
|
608
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$18.3M
|
+$7.36M
|
+17,888
|
+59%
|
|
|
609
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$18.2M
|
+$1.23M
|
+3,001
|
+7%
|
|
|
610
|
Lantz Financial
Naperville,
Illinois
|
$18.2M
|
+$706K
|
+1,717
|
+4%
|
|
|
611
|
Trevian Wealth Management
Weston,
Massachusetts
|
$18.2M
|
-$2.77M
|
-6,730
|
-12%
|
|
|
612
|
IEQ Capital
Foster City,
California
|
$18.1M
|
+$1.09M
|
+2,638
|
+6%
|
|
|
613
|
Elk River Wealth Management
Denver,
Colorado
|
$18M
|
+$1.05M
|
+2,549
|
+6%
|
|
|
614
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$18M
|
+$193K
|
+468
|
+1%
|
|
|
615
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$18M
|
+$216K
|
+526
|
+1%
|
|
|
616
|
Ballew Advisors
Jackson,
Mississippi
|
$17.9M
|
-$123K
|
-300
|
-0.6%
|
|
|
617
|
WealthBridge Capital Management
Westerville,
Ohio
|
$17.9M
|
-$494K
|
-1,201
|
-2%
|
|
|
618
|
Erste Asset Management
Vienna,
Austria
|
$17.9M
|
+$411K
|
+1,000
|
+2%
|
|
|
619
|
SouthState Corp
Winter Haven,
Florida
|
$17.9M
|
+$36.6K
|
+89
|
+0.2%
|
|
|
620
|
Novare Capital Management
Charlotte,
North Carolina
|
$17.8M
|
+$4.52M
|
+10,980
|
+31%
|
|
|
621
|
Orin Green Financial
San Diego,
California
|
$17.8M
|
+$478K
|
+1,162
|
+3%
|
|
|
622
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$17.8M
|
+$40.3K
|
+98
|
+0.2%
|
|
|
623
|
Kanawha Capital Management
Richmond,
Virginia
|
$17.8M
|
+$127K
|
+308
|
+0.7%
|
|
|
624
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17.7M
|
-$39.8M
|
-96,669
|
-67%
|
|
|
625
|
Avalon Investment & Advisory
Houston,
Texas
|
$17.7M
|
+$873K
|
+2,123
|
+5%
|
|
