|
326
|
William Blair & Company
Chicago,
Illinois
|
$2.93M
|
-$135K
|
-2,298
|
-4%
|
|
|
327
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.92M
|
+$2.96M
|
+50,420
|
New
|
|
|
328
|
Equitable Holdings
New York
|
$2.91M
|
+$1.65M
|
+27,994
|
+126%
|
|
|
329
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.88M
|
+$167K
|
+2,837
|
+6%
|
|
|
330
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.84M
|
+$634K
|
+10,791
|
+28%
|
|
|
331
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$2.79M
|
+$2.83M
|
+48,110
|
New
|
|
|
332
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.79M
|
–
|
–
|
–
|
|
|
333
|
MGO One Seven
Beachwood,
Ohio
|
$2.78M
|
+$555K
|
+9,434
|
+25%
|
|
|
334
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.7M
|
-$47.1K
|
-802
|
-2%
|
|
|
335
|
Merriman Wealth Management
Seattle,
Washington
|
$2.69M
|
+$548K
|
+9,326
|
+25%
|
|
|
336
|
Human Investing
Lake Oswego,
Oregon
|
$2.68M
|
+$62.7K
|
+1,066
|
+2%
|
|
|
337
|
Graypoint LLC
Albany,
New York
|
$2.63M
|
+$42.8K
|
+728
|
+2%
|
|
|
338
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.61M
|
+$501K
|
+8,530
|
+23%
|
|
|
339
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.61M
|
+$501K
|
+8,530
|
+23%
|
|
|
340
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.6M
|
+$353
|
+6
|
+0%
|
|
|
341
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.59M
|
+$2.63M
|
+44,700
|
New
|
|
|
342
|
TD Private Client Wealth
New York
|
$2.58M
|
+$69.4K
|
+1,180
|
+3%
|
|
|
343
|
Leavell Investment Management
Mobile,
Alabama
|
$2.57M
|
+$1.16M
|
+19,760
|
+81%
|
|
|
344
|
|
$2.55M
|
-$117K
|
-1,997
|
-4%
|
|
|
345
|
Pinnacle Associates
New York
|
$2.53M
|
+$116K
|
+1,970
|
+5%
|
|
|
346
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.51M
|
+$216K
|
+3,677
|
+9%
|
|
|
347
|
SFM LLC
Manchester,
New Hampshire
|
$2.49M
|
-$173K
|
-2,944
|
-6%
|
|
|
348
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.46M
|
-$36.9K
|
-627
|
-1%
|
|
|
349
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.44M
|
+$267K
|
+4,550
|
+12%
|
|
|
350
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.44M
|
+$261K
|
+4,436
|
+12%
|
|
