|
226
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.2M
|
-$128K
|
-549
|
-0.9%
|
|
|
227
|
Naples Global Advisors
Naples,
Florida
|
$14.2M
|
+$241K
|
+1,034
|
+2%
|
|
|
228
|
Cambiar Investors
Denver,
Colorado
|
$14M
|
-$19.2M
|
-82,443
|
-59%
|
|
|
229
|
IEQ Capital
Foster City,
California
|
$14M
|
-$24M
|
-103,043
|
-64%
|
|
|
230
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.9M
|
-$2.81M
|
-12,085
|
-17%
|
|
|
231
|
First National Bank of Omaha
Omaha,
Nebraska
|
$13.9M
|
-$108K
|
-465
|
-0.8%
|
|
|
232
|
Investment Partners
New Philadelphia,
Ohio
|
$13.8M
|
+$37.5K
|
+161
|
+0.3%
|
|
|
233
|
Certuity
North Palm Beach,
Florida
|
$13.6M
|
+$17.9K
|
+77
|
+0.1%
|
|
|
234
|
Aristotle Capital Management
Los Angeles,
California
|
$13.5M
|
+$2.81M
|
+12,084
|
+28%
|
|
|
235
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$13.5M
|
-$47.5K
|
-204
|
-0.4%
|
|
|
236
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$13.5M
|
+$231K
|
+992
|
+2%
|
|
|
237
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$13.5M
|
-$108K
|
-462
|
-0.8%
|
|
|
238
|
Prism Advisors
Studio City,
California
|
$13.4M
|
-$51.7K
|
-222
|
-0.4%
|
|
|
239
|
BOK Financial
Tulsa,
Oklahoma
|
$13.4M
|
-$161K
|
-691
|
-1%
|
|
|
240
|
Krane Financial Solutions
Calabasas,
California
|
$13.4M
|
-$505K
|
-2,170
|
-4%
|
|
|
241
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$5.36M
|
+23,023
|
+76%
|
|
|
242
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.9M
|
-$169K
|
-726
|
-1%
|
|
|
243
|
NWAM LLC
Mercer Island,
Washington
|
$12.6M
|
+$901K
|
+3,870
|
+8%
|
|
|
244
|
Paladin Partners
Hartland,
Wisconsin
|
$12.4M
|
-$240K
|
-1,030
|
-2%
|
|
|
245
|
Kelsey Financial
Moorpark,
California
|
$12.3M
|
+$139K
|
+595
|
+1%
|
|
|
246
|
|
$12.3M
|
+$11.8M
|
+50,576
|
New
|
|
|
247
|
Snowden Capital Advisors
New York
|
$12.3M
|
+$607K
|
+2,608
|
+5%
|
|
|
248
|
Foster & Motley
Cincinnati,
Ohio
|
$12.3M
|
+$657K
|
+2,821
|
+6%
|
|
|
249
|
XML Financial
Bethesda,
Maryland
|
$12.2M
|
+$219K
|
+940
|
+2%
|
|
|
250
|
Newton One Investments
Newark,
Delaware
|
$12.2M
|
-$136K
|
-586
|
-1%
|
|
