|
1226
|
Weatherly Asset Management
Del Mar,
California
|
$36.5M
|
-$17.6K
|
-42
|
-0%
|
|
|
1227
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$36.5M
|
+$9.45M
|
+22,586
|
+30%
|
|
|
1228
|
Quest Investment Management
Lake Oswego,
Oregon
|
$36.3M
|
-$162K
|
-387
|
-0.4%
|
|
|
1229
|
Evolve Private Wealth
Los Angeles,
California
|
$36.3M
|
+$8.41M
|
+20,100
|
+26%
|
|
|
1230
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$36.3M
|
-$43.5K
|
-104
|
-0.1%
|
|
|
1231
|
Belpointe Asset Management
Reno,
Nevada
|
$36.1M
|
+$5.1M
|
+12,198
|
+14%
|
|
|
1232
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$36.1M
|
+$40.8M
|
+97,566
|
New
|
|
|
1233
|
Invictus Private Wealth
Denver,
Colorado
|
$36.1M
|
+$2.62M
|
+6,258
|
+7%
|
|
|
1234
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$36.1M
|
–
|
–
|
–
|
|
|
1235
|
SlateStone Wealth
Jupiter,
Florida
|
$36M
|
+$2.4M
|
+5,737
|
+6%
|
|
|
1236
|
Angeles Wealth Management
Santa Monica,
California
|
$35.9M
|
-$463K
|
-1,107
|
-1%
|
|
|
1237
|
Emerald Investment Advisers
Leola,
Pennsylvania
|
$35.7M
|
+$40.4M
|
+96,552
|
New
|
|
|
1238
|
North Star Investment Management
Chicago,
Illinois
|
$35.7M
|
+$346K
|
+827
|
+0.9%
|
|
|
1239
|
Lakewood Capital Management
New York
|
$35.7M
|
+$40.4M
|
+96,534
|
New
|
|
|
1240
|
Kingswood Wealth Advisors
San Diego,
California
|
$35.7M
|
+$1.33M
|
+3,181
|
+3%
|
|
|
1241
|
Stratos Investment Management
Beachwood,
Ohio
|
$35.6M
|
+$1.16M
|
+2,762
|
+3%
|
|
|
1242
|
ProVise Management Group
Clearwater,
Florida
|
$35.6M
|
+$1.04M
|
+2,480
|
+3%
|
|
|
1243
|
Financial Engines Advisors
Santa Clara,
California
|
$35.6M
|
+$673K
|
+1,608
|
+2%
|
|
|
1244
|
Dash Acquisitions
Woodland Hills,
California
|
$35.5M
|
+$739K
|
+1,765
|
+2%
|
|
|
1245
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$35.3M
|
+$11M
|
+26,285
|
+38%
|
|
|
1246
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$35.2M
|
-$23.9M
|
-57,096
|
-38%
|
|
|
1247
|
Verity & Verity
Beaufort,
South Carolina
|
$35.1M
|
+$7.54M
|
+18,021
|
+24%
|
|
|
1248
|
Northside Capital Management
Hood River,
Oregon
|
$35.1M
|
+$7.45M
|
+17,796
|
+23%
|
|
|
1249
|
Verus Capital Partners
Scottsdale,
Arizona
|
$34.8M
|
-$30.3M
|
-72,351
|
-43%
|
|
|
1250
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$34.8M
|
+$544K
|
+1,301
|
+1%
|
|
