|
301
|
Level Four Advisory Services
Dallas,
Texas
|
$4.67M
|
+$774K
|
+8,782
|
+21%
|
|
|
302
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.67M
|
+$997K
|
+11,320
|
+28%
|
|
|
303
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.66M
|
+$713K
|
+8,092
|
+19%
|
|
|
304
|
William Blair & Company
Chicago,
Illinois
|
$4.63M
|
+$676K
|
+7,674
|
+18%
|
|
|
305
|
FDx Advisors
Chicago,
Illinois
|
$4.59M
|
-$1.5M
|
-17,028
|
-25%
|
|
|
306
|
Roundview Capital
Princeton,
New Jersey
|
$4.59M
|
-$163K
|
-1,848
|
-4%
|
|
|
307
|
Prudential Financial
Newark,
New Jersey
|
$4.54M
|
+$31.4K
|
+357
|
+0.7%
|
|
|
308
|
Synovus Financial
Columbus,
Georgia
|
$4.47M
|
-$474K
|
-5,380
|
-10%
|
|
|
309
|
Boston Family Office
Boston,
Massachusetts
|
$4.46M
|
–
|
–
|
–
|
|
|
310
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$4.36M
|
+$123K
|
+1,400
|
+3%
|
|
|
311
|
UMB Bank
Kansas City,
Missouri
|
$4.35M
|
-$8.28K
|
-94
|
-0.2%
|
|
|
312
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.34M
|
-$453K
|
-5,148
|
-10%
|
|
|
313
|
First American Trust
Santa Ana,
California
|
$4.31M
|
-$2.03M
|
-23,007
|
-33%
|
|
|
314
|
Henry James International Management
New York
|
$4.27M
|
+$3.26M
|
+36,980
|
+371%
|
|
|
315
|
Stansberry Asset Management
Westlake,
Texas
|
$4.27M
|
+$44.2K
|
+502
|
+1%
|
|
|
316
|
BFSG LLC
Irvine,
California
|
$4.25M
|
+$289K
|
+3,278
|
+8%
|
|
|
317
|
|
$4.21M
|
-$16.1M
|
-182,860
|
-80%
|
|
|
318
|
Regions Financial Corp
Birmingham,
Alabama
|
$4.19M
|
+$1.08M
|
+12,224
|
+36%
|
|
|
319
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$4.18M
|
-$139K
|
-1,582
|
-3%
|
|
|
320
|
Advisors Asset Management
Monument,
Colorado
|
$4.15M
|
+$710K
|
+8,061
|
+21%
|
|
|
321
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.12M
|
+$148K
|
+1,678
|
+4%
|
|
|
322
|
Princeton Capital Management
Red Bank,
New Jersey
|
$4.12M
|
-$833K
|
-9,454
|
-17%
|
|
|
323
|
EP Wealth Advisors
Torrance,
California
|
$4.08M
|
+$2.46M
|
+27,962
|
+166%
|
|
|
324
|
Norman Fields Gottscho Capital Management
New York
|
$4.05M
|
–
|
–
|
–
|
|
|
325
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$4.04M
|
-$1.17M
|
-13,244
|
-23%
|
|
