|
276
|
Integrated Advisors Network
Dallas,
Texas
|
$5.74M
|
+$1.02M
|
+13,169
|
+23%
|
|
|
277
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$5.68M
|
+$5.36M
|
+69,341
|
New
|
|
|
278
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$5.64M
|
+$5.4M
|
+69,935
|
New
|
|
|
279
|
Norway Savings Bank
Portland,
Maine
|
$5.57M
|
-$831K
|
-10,756
|
-14%
|
|
|
280
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.53M
|
+$2.79M
|
+36,132
|
+113%
|
|
|
281
|
Telos Capital Management
San Diego,
California
|
$5.45M
|
+$176K
|
+2,284
|
+4%
|
|
|
282
|
Parkside Advisors
Berkeley,
California
|
$5.33M
|
+$298K
|
+3,862
|
+6%
|
|
|
283
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.32M
|
+$3.12M
|
+40,395
|
+161%
|
|
|
284
|
Manning & Napier Group
Fairport,
New York
|
$5.31M
|
–
|
–
|
–
|
|
|
285
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.3M
|
+$5.04M
|
+65,234
|
New
|
|
|
286
|
Capasso Planning Partners
Charleston,
South Carolina
|
$5.3M
|
+$89.4K
|
+1,157
|
+2%
|
|
|
287
|
TPG Financial Advisors
Portland,
Oregon
|
$5.29M
|
-$701K
|
-9,069
|
-12%
|
|
|
288
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.27M
|
-$406K
|
-5,258
|
-7%
|
|
|
289
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$5.13M
|
+$4.56M
|
+59,051
|
+1,474%
|
|
|
290
|
Oppenheimer & Co
New York
|
$5.05M
|
+$524K
|
+6,777
|
+12%
|
|
|
291
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.04M
|
+$1.08M
|
+13,932
|
+29%
|
|
|
292
|
Swan Capital
Pensacola,
Florida
|
$5.04M
|
-$3.62M
|
-46,884
|
-43%
|
|
|
293
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$4.96M
|
+$319K
|
+4,129
|
+7%
|
|
|
294
|
Stephens Inc
Little Rock,
Arkansas
|
$4.9M
|
-$212K
|
-2,742
|
-4%
|
|
|
295
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$4.87M
|
+$4.65M
|
+60,127
|
New
|
|
|
296
|
Atria Investments
Charlotte,
North Carolina
|
$4.83M
|
-$6.8K
|
-88
|
-0.1%
|
|
|
297
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.8M
|
+$4.56M
|
+59,073
|
New
|
|
|
298
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.79M
|
-$1.51M
|
-19,590
|
-25%
|
|
|
299
|
Vident Advisory
Alpharetta,
Georgia
|
$4.78M
|
+$181K
|
+2,347
|
+4%
|
|
|
300
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.75M
|
-$197K
|
-2,554
|
-4%
|
|
