|
326
|
Managed Account Services
Coconut Grove,
Florida
|
$3.7M
|
-$76.5K
|
-498
|
-2%
|
|
|
327
|
Edge Capital Group
Atlanta,
Georgia
|
$3.68M
|
-$131K
|
-854
|
-3%
|
|
|
328
|
Heron Financial Group
New York
|
$3.67M
|
+$132K
|
+862
|
+4%
|
|
|
329
|
Rockefeller Capital Management
New York
|
$3.67M
|
+$518K
|
+3,375
|
+16%
|
|
|
330
|
Arkos Global Advisors
Houston,
Texas
|
$3.61M
|
+$231K
|
+1,505
|
+7%
|
|
|
331
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.6M
|
+$53.6K
|
+349
|
+2%
|
|
|
332
|
Cozad Asset Management
Champaign,
Illinois
|
$3.57M
|
+$126K
|
+820
|
+4%
|
|
|
333
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.56M
|
-$123K
|
-800
|
-3%
|
|
|
334
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.47M
|
-$90.9K
|
-592
|
-3%
|
|
|
335
|
Quest Investment Management
Lake Oswego,
Oregon
|
$3.46M
|
+$496K
|
+3,226
|
+17%
|
|
|
336
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$3.45M
|
-$358K
|
-2,328
|
-10%
|
|
|
337
|
Wealth Alliance
Mellville,
New York
|
$3.45M
|
+$87.7K
|
+571
|
+3%
|
|
|
338
|
Daniels + Tansey
Wilmington,
Delaware
|
$3.43M
|
+$3.43M
|
+22,316
|
New
|
|
|
339
|
R.M. Davis Inc
Portland,
Maine
|
$3.43M
|
-$75.6K
|
-492
|
-2%
|
|
|
340
|
Morningstar Investment Management
Chicago,
Illinois
|
$3.43M
|
–
|
–
|
–
|
|
|
341
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3.43M
|
-$44.7K
|
-291
|
-1%
|
|
|
342
|
William Blair & Company
Chicago,
Illinois
|
$3.4M
|
-$666K
|
-4,339
|
-16%
|
|
|
343
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$3.39M
|
-$333K
|
-2,171
|
-9%
|
|
|
344
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3.39M
|
+$89.1K
|
+580
|
+3%
|
|
|
345
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.36M
|
+$452K
|
+2,944
|
+16%
|
|
|
346
|
AJ Wealth Strategies
New York
|
$3.33M
|
+$163K
|
+1,058
|
+5%
|
|
|
347
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.31M
|
-$99.8K
|
-650
|
-3%
|
|
|
348
|
Martel Wealth Advisors
Vancouver,
Washington
|
$3.28M
|
+$122K
|
+791
|
+4%
|
|
|
349
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.23M
|
+$170K
|
+1,106
|
+6%
|
|
|
350
|
FDx Advisors
Chicago,
Illinois
|
$3.23M
|
-$166K
|
-1,078
|
-5%
|
|
