|
501
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$25.4M
|
-$515K
|
-847
|
-2%
|
|
|
502
|
JT Stratford LLC
Gainesville,
Georgia
|
$25.2M
|
+$2.29M
|
+3,774
|
+9%
|
|
|
503
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$25.1M
|
-$20.5M
|
-33,772
|
-46%
|
|
|
504
|
Envision Financial Transparency
Greensboro,
North Carolina
|
$25.1M
|
+$26.4M
|
+43,438
|
New
|
|
|
505
|
Schonfeld Strategic Advisors
New York
|
$25.1M
|
+$12.7M
|
+20,874
|
+93%
|
|
|
506
|
American Trust
Lexington,
Kentucky
|
$24.9M
|
-$3.21M
|
-5,289
|
-11%
|
|
|
507
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$24.9M
|
+$1.44M
|
+2,375
|
+6%
|
|
|
508
|
CRA Financial Services
Northfield,
New Jersey
|
$24.8M
|
+$171K
|
+281
|
+0.7%
|
|
|
509
|
Ally Financial
Detroit,
Michigan
|
$24.8M
|
+$26.1M
|
+43,000
|
New
|
|
|
510
|
KilterHowling LLC
Boulder,
Colorado
|
$24.7M
|
-$15.2K
|
-25
|
-0.1%
|
|
|
511
|
Valeo Financial Advisors
Carmel,
Indiana
|
$24.7M
|
-$5.72M
|
-9,420
|
-18%
|
|
|
512
|
Prudent Investors Network
Lake Forest,
California
|
$24.6M
|
+$705K
|
+1,160
|
+3%
|
|
|
513
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$24.6M
|
-$443K
|
-729
|
-2%
|
|
|
514
|
Warwick Investment Management
Bryan,
Texas
|
$24.5M
|
-$106K
|
-174
|
-0.4%
|
|
|
515
|
Brighton Jones LLC
Seattle,
Washington
|
$24.5M
|
+$25.8M
|
+42,446
|
New
|
|
|
516
|
Cynosure Group
Salt Lake City,
Utah
|
$24.5M
|
+$17.8M
|
+29,348
|
+225%
|
|
|
517
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$24.3M
|
+$572K
|
+941
|
+2%
|
|
|
518
|
TruWealth Advisors
Metairie,
Louisiana
|
$24.3M
|
+$142K
|
+233
|
+0.6%
|
|
|
519
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$24.1M
|
+$24.6M
|
+40,428
|
+2,927%
|
|
|
520
|
Eagle Global Advisors
Houston,
Texas
|
$24.1M
|
-$1.07M
|
-1,760
|
-4%
|
|
|
521
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$24M
|
+$343K
|
+565
|
+1%
|
|
|
522
|
Spinnaker Trust
Portland,
Maine
|
$23.9M
|
+$298K
|
+490
|
+1%
|
|
|
523
|
Freestone Capital Holdings
Seattle,
Washington
|
$23.8M
|
+$1.58M
|
+2,594
|
+7%
|
|
|
524
|
Clear Creek Financial Management
Silverdale,
Washington
|
$23.7M
|
-$4.81M
|
-7,925
|
-16%
|
|
|
525
|
Nuveen
Charlotte,
North Carolina
|
$23.7M
|
+$122K
|
+200
|
+0.5%
|
|
