|
226
|
XML Financial
Bethesda,
Maryland
|
$14M
|
+$103K
|
+501
|
+0.8%
|
|
|
227
|
Sonata Capital Group
Seattle,
Washington
|
$13.9M
|
-$132K
|
-641
|
-1%
|
|
|
228
|
Certuity
North Palm Beach,
Florida
|
$13.9M
|
-$1.41M
|
-6,813
|
-9%
|
|
|
229
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$13.5M
|
-$91.9K
|
-445
|
-0.7%
|
|
|
230
|
FDx Advisors
Chicago,
Illinois
|
$13.4M
|
-$327K
|
-1,583
|
-2%
|
|
|
231
|
Summit Financial
Parsippany,
New Jersey
|
$13.3M
|
+$284K
|
+1,377
|
+2%
|
|
|
232
|
Breakwater Capital Group
Paramus,
New Jersey
|
$13.1M
|
-$919K
|
-4,450
|
-7%
|
|
|
233
|
Kelsey Financial
Moorpark,
California
|
$12.9M
|
+$12.7M
|
+61,396
|
New
|
|
|
234
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12.8M
|
+$12.6M
|
+61,091
|
New
|
|
|
235
|
Sterling Capital Management
Charlotte,
North Carolina
|
$12.8M
|
+$12.2M
|
+58,849
|
+2,763%
|
|
|
236
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$12.8M
|
+$11.8M
|
+56,885
|
New
|
|
|
237
|
First National Bank of Omaha
Omaha,
Nebraska
|
$12.7M
|
+$12.4M
|
+60,014
|
New
|
|
|
238
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$12.6M
|
–
|
–
|
–
|
|
|
239
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.5M
|
-$317K
|
-1,533
|
-3%
|
|
|
240
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.4M
|
-$682K
|
-3,304
|
-5%
|
|
|
241
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.4M
|
+$839K
|
+4,062
|
+7%
|
|
|
242
|
Insight 2811 Inc
Chicago,
Illinois
|
$12.3M
|
-$520K
|
-2,518
|
-4%
|
|
|
243
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12.3M
|
-$207K
|
-1,002
|
-2%
|
|
|
244
|
Oppenheimer & Co
New York
|
$12.3M
|
-$6.61K
|
-32
|
-0.1%
|
|
|
245
|
Investment Partners
New Philadelphia,
Ohio
|
$12M
|
-$185K
|
-898
|
-2%
|
|
|
246
|
Blue Trust Inc
Alpharetta,
Georgia
|
$11.9M
|
+$1.52M
|
+7,349
|
+15%
|
|
|
247
|
Prism Advisors
Studio City,
California
|
$11.8M
|
-$3.41M
|
-16,503
|
-23%
|
|
|
248
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.8M
|
-$33.5K
|
-162
|
-0.3%
|
|
|
249
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$11.8M
|
-$257K
|
-1,243
|
-2%
|
|
|
250
|
Naples Global Advisors
Naples,
Florida
|
$11.8M
|
+$504K
|
+2,440
|
+5%
|
|
