|
301
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.25M
|
-$502K
|
-12,668
|
-5%
|
|
|
302
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$9.25M
|
+$9.87M
|
+249,225
|
New
|
|
|
303
|
One Wealth Advisors
San Francisco,
California
|
$9.23M
|
-$1.97M
|
-49,741
|
-17%
|
|
|
304
|
Merriman Wealth Management
Seattle,
Washington
|
$9.21M
|
+$9.22M
|
+232,763
|
+2,248%
|
|
|
305
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$9.16M
|
+$88.7K
|
+2,241
|
+0.9%
|
|
|
306
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.13M
|
-$1.29M
|
-32,534
|
-12%
|
|
|
307
|
Victory Capital Management
San Antonio,
Texas
|
$9.1M
|
-$9.08M
|
-229,346
|
-48%
|
|
|
308
|
Smith, Moore & Co
Clayton,
Missouri
|
$9.08M
|
-$161K
|
-4,057
|
-2%
|
|
|
309
|
ClearBridge Investments
New York
|
$9.02M
|
+$24.9K
|
+628
|
+0.3%
|
|
|
310
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$8.96M
|
-$4.99M
|
-125,999
|
-34%
|
|
|
311
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$8.91M
|
-$639K
|
-16,136
|
-6%
|
|
|
312
|
Executive Wealth Group
Kirkland,
Washington
|
$8.86M
|
-$756K
|
-19,100
|
-7%
|
|
|
313
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$8.81M
|
+$9.4M
|
+237,545
|
New
|
|
|
314
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.69M
|
-$3.61M
|
-91,185
|
-28%
|
|
|
315
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$8.61M
|
+$316K
|
+7,976
|
+4%
|
|
|
316
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$8.6M
|
-$1.59M
|
-40,057
|
-15%
|
|
|
317
|
Argent Trust Co
Nashville,
Tennessee
|
$8.54M
|
+$658K
|
+16,627
|
+8%
|
|
|
318
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$8.51M
|
–
|
–
|
–
|
|
|
319
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$8.5M
|
+$7.27M
|
+183,625
|
+404%
|
|
|
320
|
MA Private Wealth
San Carlos,
California
|
$8.47M
|
+$9.04M
|
+228,347
|
New
|
|
|
321
|
Windsor Capital Management
Phoenix,
Arizona
|
$8.45M
|
-$235K
|
-5,947
|
-3%
|
|
|
322
|
Stratford Consulting
Addison,
Texas
|
$8.45M
|
-$59K
|
-1,490
|
-0.7%
|
|
|
323
|
Regal Investment Advisors
Kentwood,
Michigan
|
$8.42M
|
+$699K
|
+17,661
|
+8%
|
|
|
324
|
Arcus Capital Partners
Atlanta,
Georgia
|
$8.42M
|
-$2.18M
|
-55,008
|
-20%
|
|
|
325
|
Savant Capital
Rockford,
Illinois
|
$8.41M
|
-$191K
|
-4,837
|
-2%
|
|
