|
301
|
SpringVest Wealth Management
Dallas,
Texas
|
$8.67M
|
-$67.7K
|
-849
|
-0.8%
|
|
|
302
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$8.66M
|
+$1.12M
|
+14,080
|
+15%
|
|
|
303
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.54M
|
+$96.6K
|
+1,210
|
+1%
|
|
|
304
|
Telos Capital Management
San Diego,
California
|
$8.47M
|
+$461K
|
+5,775
|
+6%
|
|
|
305
|
Orser Capital Management
Southlake,
Texas
|
$8.46M
|
+$1.14M
|
+14,345
|
+16%
|
|
|
306
|
Kensington Asset Management
Austin,
Texas
|
$8.34M
|
+$8.34M
|
+104,498
|
New
|
|
|
307
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$8.21M
|
+$1.36K
|
+17
|
+0%
|
|
|
308
|
Prospera Financial Services
Dallas,
Texas
|
$8.13M
|
+$166K
|
+2,079
|
+2%
|
|
|
309
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$8.08M
|
+$369K
|
+4,618
|
+5%
|
|
|
310
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$8.03M
|
+$836K
|
+10,481
|
+12%
|
|
|
311
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.99M
|
+$152K
|
+1,906
|
+2%
|
|
|
312
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.81M
|
-$3.6M
|
-45,111
|
-32%
|
|
|
313
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$7.79M
|
+$169K
|
+2,116
|
+2%
|
|
|
314
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.73M
|
+$2.33M
|
+29,147
|
+43%
|
|
|
315
|
Virtus Family Office
El Paso,
Texas
|
$7.71M
|
+$1.02M
|
+12,761
|
+15%
|
|
|
316
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$7.71M
|
+$1.05M
|
+13,194
|
+16%
|
|
|
317
|
Sigma Investment Counselors
Northville,
Michigan
|
$7.63M
|
+$156K
|
+1,958
|
+2%
|
|
|
318
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$7.54M
|
+$953K
|
+11,943
|
+14%
|
|
|
319
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.52M
|
+$374K
|
+4,684
|
+5%
|
|
|
320
|
McMill Wealth Management
Norfolk,
Nebraska
|
$7.49M
|
-$97K
|
-1,216
|
-1%
|
|
|
321
|
Montecito Bank & Trust
Santa Barbara,
California
|
$7.42M
|
-$653K
|
-8,182
|
-8%
|
|
|
322
|
Meridian Wealth Management
Lexington,
Kentucky
|
$7.36M
|
+$913K
|
+11,446
|
+14%
|
|
|
323
|
Financial Plan Inc
Bellingham,
Washington
|
$7.36M
|
+$7.36M
|
+92,256
|
New
|
|
|
324
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$7.29M
|
-$1.01M
|
-12,600
|
-12%
|
|
|
325
|
Sharper & Granite
El Segundo,
California
|
$7.27M
|
+$131K
|
+1,637
|
+2%
|
|
