|
326
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.9M
|
-$241K
|
-1,102
|
-2%
|
|
|
327
|
St Louis Trust
Saint Louis,
Missouri
|
$11.9M
|
+$498K
|
+2,282
|
+4%
|
|
|
328
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
+$1.74M
|
+7,986
|
+18%
|
|
|
329
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$11.7M
|
+$1,000K
|
+4,580
|
+9%
|
|
|
330
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11.7M
|
-$208K
|
-954
|
-2%
|
|
|
331
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.6M
|
-$81.4K
|
-373
|
-0.7%
|
|
|
332
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$11.6M
|
+$11.4M
|
+52,289
|
+435,742%
|
|
|
333
|
BSW Wealth Partners
Boulder,
Colorado
|
$11.5M
|
-$2.05M
|
-9,404
|
-15%
|
|
|
334
|
SEI Investments
Oaks,
Pennsylvania
|
$11.5M
|
-$951K
|
-4,354
|
-8%
|
|
|
335
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.4M
|
+$4.49M
|
+20,545
|
+66%
|
|
|
336
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$11.3M
|
+$1.27M
|
+5,814
|
+13%
|
|
|
337
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.3M
|
–
|
–
|
–
|
|
|
338
|
Rothschild Capital Partners
New York
|
$11.3M
|
-$6.11K
|
-28
|
-0.1%
|
|
|
339
|
Humankind Investments
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
340
|
Aspiriant LLC
Los Angeles,
California
|
$11.2M
|
+$82.3K
|
+377
|
+0.7%
|
|
|
341
|
Symphony Financial
Houston,
Texas
|
$11.2M
|
+$5.9M
|
+27,040
|
+286%
|
|
|
342
|
Evercore Wealth Management
New York
|
$11.1M
|
-$482K
|
-2,207
|
-4%
|
|
|
343
|
Gofen & Glossberg
Chicago,
Illinois
|
$11M
|
+$326K
|
+1,492
|
+3%
|
|
|
344
|
Karpus Investment Management
Pittsford,
New York
|
$10.9M
|
+$10.7M
|
+49,145
|
New
|
|
|
345
|
Mercer Global Advisors
Denver,
Colorado
|
$10.8M
|
+$1.66M
|
+7,584
|
+18%
|
|
|
346
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$10.8M
|
-$641K
|
-2,936
|
-6%
|
|
|
347
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$10.8M
|
+$1.98M
|
+9,048
|
+23%
|
|
|
348
|
TD Asset Management
Toronto,
Ontario, Canada
|
$10.6M
|
-$659M
|
-3,017,010
|
-98%
|
|
|
349
|
FDx Advisors
Chicago,
Illinois
|
$10.5M
|
-$649K
|
-2,971
|
-6%
|
|
|
350
|
Prudential Financial
Newark,
New Jersey
|
$10.4M
|
+$659K
|
+3,020
|
+7%
|
|
