|
326
|
Managed Account Services
Coconut Grove,
Florida
|
$2.23M
|
-$651K
|
-5,223
|
-18%
|
|
|
327
|
One Capital Management
Westlake Village,
California
|
$2.22M
|
+$54.6K
|
+438
|
+2%
|
|
|
328
|
Monetary Management Group
St Louis,
Missouri
|
$2.21M
|
+$668K
|
+5,362
|
+32%
|
|
|
329
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.19M
|
-$135K
|
-1,084
|
-5%
|
|
|
330
|
Beacon Financial Group
Dallas,
Texas
|
$2.19M
|
+$517K
|
+4,147
|
+24%
|
|
|
331
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.19M
|
-$25.9K
|
-208
|
-0.9%
|
|
|
332
|
St Louis Trust
Saint Louis,
Missouri
|
$2.18M
|
+$254K
|
+2,037
|
+10%
|
|
|
333
|
Lazard Asset Management
New York
|
$2.17M
|
+$348K
|
+2,791
|
+15%
|
|
|
334
|
HM Capital Management
Clayton,
Missouri
|
$2.15M
|
–
|
–
|
–
|
|
|
335
|
|
$2.14M
|
-$735K
|
-5,895
|
-21%
|
|
|
336
|
Shone Asset Management
Walnut Creek,
California
|
$2.11M
|
+$2.38M
|
+19,109
|
New
|
|
|
337
|
Mutual Advisors
Omaha,
Nebraska
|
$2.09M
|
-$421K
|
-3,377
|
-14%
|
|
|
338
|
AE Wealth Management
Topeka,
Kansas
|
$2.08M
|
+$809K
|
+6,487
|
+45%
|
|
|
339
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$2.07M
|
+$341K
|
+2,737
|
+15%
|
|
|
340
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.07M
|
+$1.48M
|
+11,864
|
+132%
|
|
|
341
|
Mission Wealth Management
Santa Barbara,
California
|
$2.06M
|
-$922K
|
-7,396
|
-26%
|
|
|
342
|
Confluence Wealth Management
Portland,
Oregon
|
$2.05M
|
+$1.37M
|
+11,002
|
+114%
|
|
|
343
|
Allen Investment Management
New York
|
$2.05M
|
–
|
–
|
–
|
|
|
344
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$2.04M
|
+$1.07M
|
+8,625
|
+72%
|
|
|
345
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.04M
|
+$10.8K
|
+87
|
+0.4%
|
|
|
346
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.04M
|
+$139K
|
+1,116
|
+6%
|
|
|
347
|
Americana Partners
Houston,
Texas
|
$2.04M
|
+$1.34M
|
+10,743
|
+110%
|
|
|
348
|
Montag & Associates
Atlanta,
Georgia
|
$2.03M
|
+$1.05M
|
+8,408
|
+70%
|
|
|
349
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$2.02M
|
–
|
–
|
–
|
|
|
350
|
Graypoint LLC
Albany,
New York
|
$2M
|
+$2.52M
|
+20,182
|
New
|
|
