|
676
|
Transform Wealth
Greenwood Village,
Colorado
|
$16M
|
+$2.83M
|
+20,654
|
+20%
|
|
|
677
|
|
$15.9M
|
+$136K
|
+989
|
+0.8%
|
|
|
678
|
Meridian Wealth Management
Lexington,
Kentucky
|
$15.9M
|
+$112K
|
+821
|
+0.7%
|
|
|
679
|
Cresset Asset Management
Chicago,
Illinois
|
$15.8M
|
-$1.43M
|
-10,423
|
-8%
|
|
|
680
|
Prospera Financial Services
Dallas,
Texas
|
$15.8M
|
+$4.4M
|
+32,096
|
+36%
|
|
|
681
|
PEAK6 Investments
Chicago,
Illinois
|
$15.7M
|
+$304K
|
+2,222
|
+2%
|
|
|
682
|
Parallel Advisors
San Francisco,
California
|
$15.7M
|
+$7.02M
|
+51,259
|
+74%
|
|
|
683
|
TruWealth Advisors
Metairie,
Louisiana
|
$15.7M
|
+$435K
|
+3,176
|
+3%
|
|
|
684
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.6M
|
+$1.3M
|
+9,479
|
+9%
|
|
|
685
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.5M
|
+$81.8K
|
+597
|
+0.5%
|
|
|
686
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$15.4M
|
-$769K
|
-5,613
|
-5%
|
|
|
687
|
|
$15.4M
|
-$995K
|
-7,259
|
-6%
|
|
|
688
|
Metis Global Partners
San Diego,
California
|
$15.4M
|
+$4.07M
|
+29,675
|
+34%
|
|
|
689
|
Acadian Asset Management
Boston,
Massachusetts
|
$15.3M
|
-$487K
|
-3,555
|
-3%
|
|
|
690
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$15.1M
|
-$213K
|
-1,554
|
-1%
|
|
|
691
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$15M
|
-$5.89K
|
-43
|
-0%
|
|
|
692
|
Courant Investment Management
Franklin,
Tennessee
|
$14.9M
|
-$3.01M
|
-22,000
|
-16%
|
|
|
693
|
Advisory Services Network
Atlanta,
Georgia
|
$14.9M
|
-$358K
|
-2,611
|
-2%
|
|
|
694
|
Adell Harriman & Carpenter
Houston,
Texas
|
$14.8M
|
+$200K
|
+1,463
|
+1%
|
|
|
695
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$14.8M
|
+$850K
|
+6,207
|
+6%
|
|
|
696
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.7M
|
+$1.98M
|
+14,436
|
+15%
|
|
|
697
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$14.7M
|
+$15.5M
|
+113,011
|
New
|
|
|
698
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$14.7M
|
–
|
–
|
–
|
|
|
699
|
ProVise Management Group
Clearwater,
Florida
|
$14.7M
|
+$816K
|
+5,954
|
+6%
|
|
|
700
|
Dearborn Partners
Chicago,
Illinois
|
$14.7M
|
+$548K
|
+3,998
|
+4%
|
|
