|
351
|
Brio Consultants
San Francisco,
California
|
$85.2M
|
-$1.82M
|
-2,908
|
-2%
|
|
|
352
|
Brookstone Capital Management
Wheaton,
Illinois
|
$84.5M
|
+$4.75M
|
+7,595
|
+6%
|
|
|
353
|
Webster Bank
Waterbury,
Connecticut
|
$83.5M
|
-$1.85M
|
-2,962
|
-2%
|
|
|
354
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$83.2M
|
+$6.37M
|
+10,186
|
+8%
|
|
|
355
|
Pinion Investment Advisors
Wichita,
Kansas
|
$82.9M
|
-$414K
|
-662
|
-0.5%
|
|
|
356
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$82.4M
|
+$1.4M
|
+2,240
|
+2%
|
|
|
357
|
MJP Associates
Farmington,
Connecticut
|
$81.9M
|
-$8.35M
|
-13,354
|
-9%
|
|
|
358
|
Midwest Trust
Overland Park,
Kansas
|
$81.6M
|
-$9.69M
|
-15,500
|
-10%
|
|
|
359
|
Kinsale Capital Group
Richmond,
Virginia
|
$79.4M
|
+$7.14M
|
+11,422
|
+9%
|
|
|
360
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$79M
|
-$380M
|
-608,394
|
-82%
|
|
|
361
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$78.1M
|
+$12.2M
|
+19,574
|
+18%
|
|
|
362
|
Miracle Mile Advisors
Los Angeles,
California
|
$78.1M
|
-$11.7M
|
-18,692
|
-13%
|
|
|
363
|
Diversify Wealth Management
Sandy,
Utah
|
$78.1M
|
+$48.4M
|
+77,447
|
+185%
|
|
|
364
|
Capital Group Private Client Services
Los Angeles,
California
|
$77.7M
|
+$1.8M
|
+2,878
|
+2%
|
|
|
365
|
Standard Family Office
Sioux Falls,
South Dakota
|
$77.1M
|
+$1.01M
|
+1,610
|
+1%
|
|
|
366
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$76.9M
|
-$2.78M
|
-4,447
|
-3%
|
|
|
367
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$76.1M
|
+$998K
|
+1,595
|
+1%
|
|
|
368
|
Scott Capital Advisors
Portland,
Oregon
|
$75.6M
|
+$836K
|
+1,336
|
+1%
|
|
|
369
|
|
$75.1M
|
-$197K
|
-315
|
-0.2%
|
|
|
370
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$75M
|
-$2.33M
|
-3,722
|
-3%
|
|
|
371
|
Evercore Wealth Management
New York
|
$75M
|
+$10.5M
|
+16,815
|
+15%
|
|
|
372
|
|
$75M
|
+$28.2M
|
+45,091
|
+56%
|
|
|
373
|
MA Private Wealth
San Carlos,
California
|
$74.7M
|
+$1.75M
|
+2,803
|
+2%
|
|
|
374
|
Grove Bank & Trust
Miami,
Florida
|
$74.2M
|
+$1.68M
|
+2,687
|
+2%
|
|
|
375
|
Range Advisory
Mclean,
Virginia
|
$74.1M
|
+$21.9M
|
+34,977
|
+39%
|
|
