|
301
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$10.8M
|
+$10.3M
|
+112,082
|
New
|
|
|
302
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$10.7M
|
–
|
–
|
–
|
|
|
303
|
Level Four Advisory Services
Dallas,
Texas
|
$10.6M
|
+$371K
|
+4,017
|
+4%
|
|
|
304
|
Strategic Equity Management
Tucson,
Arizona
|
$10.5M
|
+$1.94M
|
+20,971
|
+24%
|
|
|
305
|
EPG Wealth Management
Atlanta,
Georgia
|
$10.3M
|
+$9.94M
|
+107,700
|
New
|
|
|
306
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$10.3M
|
+$14.6K
|
+158
|
+0.1%
|
|
|
307
|
Midwest Financial Group
Overland Park,
Kansas
|
$10.3M
|
+$1.21M
|
+13,066
|
+14%
|
|
|
308
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$10.3M
|
+$63.9K
|
+692
|
+0.6%
|
|
|
309
|
Howard Capital Management
Roswell,
Georgia
|
$10.2M
|
-$99.7K
|
-1,080
|
-1%
|
|
|
310
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10.2M
|
-$152K
|
-1,651
|
-2%
|
|
|
311
|
Brown Advisory
Baltimore,
Maryland
|
$10.1M
|
+$266K
|
+2,881
|
+3%
|
|
|
312
|
CoreCap Advisors
Southfield,
Michigan
|
$9.97M
|
+$9.61M
|
+104,078
|
New
|
|
|
313
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$9.92M
|
-$247K
|
-2,673
|
-3%
|
|
|
314
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.87M
|
+$2.44M
|
+26,392
|
+34%
|
|
|
315
|
Sterling Group Wealth Management
Pasadena,
California
|
$9.82M
|
+$8.67M
|
+93,887
|
+1,079%
|
|
|
316
|
Hancock Whitney
Gulfport,
Mississippi
|
$9.76M
|
-$224K
|
-2,429
|
-2%
|
|
|
317
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.76M
|
-$1.17M
|
-12,670
|
-11%
|
|
|
318
|
United Bank (Virginia)
Vienna,
Virginia
|
$9.69M
|
-$327K
|
-3,540
|
-3%
|
|
|
319
|
Perigon Wealth Management
San Francisco,
California
|
$9.67M
|
+$108K
|
+1,169
|
+1%
|
|
|
320
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$9.66M
|
-$241K
|
-2,611
|
-3%
|
|
|
321
|
AssetMark Inc
Concord,
California
|
$9.66M
|
+$232K
|
+2,516
|
+3%
|
|
|
322
|
Belpointe Asset Management
Reno,
Nevada
|
$9.65M
|
-$302K
|
-3,274
|
-3%
|
|
|
323
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$9.64M
|
-$102K
|
-1,109
|
-1%
|
|
|
324
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$9.42M
|
-$674K
|
-7,302
|
-7%
|
|
|
325
|
Pacific Financial Group
Bellevue,
Washington
|
$9.41M
|
-$852K
|
-9,230
|
-9%
|
|
