|
351
|
Summit Trail Advisors
New York
|
$18.3M
|
-$3.11M
|
-69,911
|
-15%
|
|
|
352
|
Capital Planning Advisors
Roseville,
California
|
$18.3M
|
+$18M
|
+404,847
|
New
|
|
|
353
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$18.2M
|
+$241K
|
+5,421
|
+1%
|
|
|
354
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$18.2M
|
-$880K
|
-19,745
|
-5%
|
|
|
355
|
TD Asset Management
Toronto,
Ontario, Canada
|
$18.2M
|
+$1.8M
|
+40,391
|
+11%
|
|
|
356
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$18.2M
|
+$1.72M
|
+38,694
|
+11%
|
|
|
357
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$18.1M
|
+$144K
|
+3,231
|
+0.8%
|
|
|
358
|
Nelson Capital Management
Menlo Park,
California
|
$17.9M
|
+$3.98M
|
+89,419
|
+29%
|
|
|
359
|
Founders Financial Securities
Towson,
Maryland
|
$17.7M
|
+$3.27M
|
+73,500
|
+23%
|
|
|
360
|
Ritholtz Wealth Management
New York
|
$17.7M
|
-$2.88M
|
-64,684
|
-14%
|
|
|
361
|
Monterey Private Wealth
Monterey,
California
|
$17.6M
|
+$1.27M
|
+28,407
|
+8%
|
|
|
362
|
Parkside Advisors
Berkeley,
California
|
$17.3M
|
-$563K
|
-12,628
|
-3%
|
|
|
363
|
Wiser Wealth Management
Marietta,
Georgia
|
$17.3M
|
+$551K
|
+12,380
|
+3%
|
|
|
364
|
Pinnacle Associates
New York
|
$17.2M
|
+$461K
|
+10,344
|
+3%
|
|
|
365
|
Arax Advisory Partners
Denver,
Colorado
|
$17.1M
|
+$325K
|
+7,303
|
+2%
|
|
|
366
|
Eagle Bay Advisors
New York
|
$17M
|
-$788K
|
-17,680
|
-4%
|
|
|
367
|
Horizon Investments
Charlotte,
North Carolina
|
$16.9M
|
+$3.02M
|
+67,765
|
+22%
|
|
|
368
|
Cetera Advisors
Denver,
Colorado
|
$16.8M
|
+$1.15M
|
+25,730
|
+7%
|
|
|
369
|
Kanawha Capital Management
Richmond,
Virginia
|
$16.8M
|
+$11.3K
|
+254
|
+0.1%
|
|
|
370
|
St Louis Trust
Saint Louis,
Missouri
|
$16.8M
|
+$23.9K
|
+536
|
+0.1%
|
|
|
371
|
Twele Capital Management
Minnetonka,
Minnesota
|
$16.7M
|
-$164K
|
-3,688
|
-1%
|
|
|
372
|
Eastern Bank
Boston,
Massachusetts
|
$16.6M
|
-$15.7M
|
-352,199
|
-49%
|
|
|
373
|
Ziegler Capital Management
Chicago,
Illinois
|
$16.5M
|
-$524K
|
-11,773
|
-3%
|
|
|
374
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$16.5M
|
+$1.39M
|
+31,312
|
+9%
|
|
|
375
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$16.5M
|
-$245K
|
-5,497
|
-1%
|
|
