|
326
|
Americana Partners
Houston,
Texas
|
$4.84M
|
+$4.8M
|
+58,882
|
New
|
|
|
327
|
Modus Advisors
Excelsior,
Minnesota
|
$4.83M
|
+$128K
|
+1,572
|
+3%
|
|
|
328
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.76M
|
-$642K
|
-7,875
|
-12%
|
|
|
329
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.75M
|
-$1.35M
|
-16,600
|
-22%
|
|
|
330
|
Arden Trust
Wilmington,
Delaware
|
$4.75M
|
+$1.12M
|
+13,723
|
+31%
|
|
|
331
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.74M
|
-$694K
|
-8,518
|
-13%
|
|
|
332
|
Steward Partners Investment Advisory
New York
|
$4.74M
|
-$1.52M
|
-18,592
|
-24%
|
|
|
333
|
Choreo LLC
Rockford,
Illinois
|
$4.73M
|
+$4.7M
|
+57,600
|
New
|
|
|
334
|
Old National Bancorp
Evansville,
Indiana
|
$4.7M
|
–
|
–
|
–
|
|
|
335
|
NWAM LLC
Mercer Island,
Washington
|
$4.7M
|
-$29.2K
|
-358
|
-0.6%
|
|
|
336
|
Becker Capital Management
Portland,
Oregon
|
$4.66M
|
+$4.62M
|
+56,702
|
New
|
|
|
337
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$4.65M
|
-$4.7M
|
-57,702
|
-50%
|
|
|
338
|
Insight Wealth Strategies
San Ramon,
California
|
$4.65M
|
-$314K
|
-3,855
|
-6%
|
|
|
339
|
Greenspring Advisors
Towson,
Maryland
|
$4.64M
|
-$105K
|
-1,287
|
-2%
|
|
|
340
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$4.6M
|
+$2.33M
|
+28,560
|
+104%
|
|
|
341
|
WesBanco Bank
Wheeling,
West Virginia
|
$4.58M
|
-$1.24M
|
-15,253
|
-21%
|
|
|
342
|
Horizon Investments
Charlotte,
North Carolina
|
$4.57M
|
+$926K
|
+11,357
|
+25%
|
|
|
343
|
William Blair & Company
Chicago,
Illinois
|
$4.57M
|
+$2.75M
|
+33,684
|
+153%
|
|
|
344
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.55M
|
+$630K
|
+7,728
|
+16%
|
|
|
345
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$4.53M
|
+$406K
|
+4,980
|
+10%
|
|
|
346
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.48M
|
+$1.62M
|
+19,919
|
+57%
|
|
|
347
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$4.48M
|
+$37.2K
|
+456
|
+0.8%
|
|
|
348
|
Symmetry Partners
Glastonbury,
Connecticut
|
$4.48M
|
+$716K
|
+8,781
|
+19%
|
|
|
349
|
Lodestar Private Asset Management
Alamo,
California
|
$4.47M
|
-$6.29M
|
-77,223
|
-59%
|
|
|
350
|
Channel Wealth
Santa Barbara,
California
|
$4.45M
|
+$4.41M
|
+54,110
|
New
|
|
