|
501
|
Oak Root LLC
Santa Barbara,
California
|
$35.2M
|
-$6.21M
|
-11,460
|
-15%
|
|
|
502
|
Kinsale Capital Group
Richmond,
Virginia
|
$35.2M
|
+$220K
|
+407
|
+0.6%
|
|
|
503
|
Principal Financial Group
Des Moines,
Iowa
|
$35.1M
|
+$3.86M
|
+7,129
|
+12%
|
|
|
504
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$35.1M
|
-$2.15M
|
-3,977
|
-6%
|
|
|
505
|
Franklin Resources
San Mateo,
California
|
$34.9M
|
+$1.73M
|
+3,203
|
+5%
|
|
|
506
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$34.8M
|
+$8.62M
|
+15,907
|
+33%
|
|
|
507
|
Aufman Associates
Sewickley,
Pennsylvania
|
$34.7M
|
-$723K
|
-1,334
|
-2%
|
|
|
508
|
Redwood Investment Management
Scottsdale,
Arizona
|
$34.5M
|
+$421K
|
+777
|
+1%
|
|
|
509
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$34.3M
|
+$2.42M
|
+4,468
|
+8%
|
|
|
510
|
SVB Wealth
Boston,
Massachusetts
|
$34.3M
|
+$34.4M
|
+63,585
|
New
|
|
|
511
|
Moody National Bank Trust Division
Galveston,
Texas
|
$34.2M
|
+$7.63M
|
+14,085
|
+29%
|
|
|
512
|
Innovative Wealth Building
California,
Maryland
|
$34.1M
|
+$34.3M
|
+63,241
|
New
|
|
|
513
|
Elevatus Welath Management
Victor,
New York
|
$33.7M
|
+$13.2M
|
+24,425
|
+64%
|
|
|
514
|
Mather Group
Chicago,
Illinois
|
$33.6M
|
+$152K
|
+281
|
+0.5%
|
|
|
515
|
Plancorp LLC
Saint Louis,
Missouri
|
$33.4M
|
+$1.6M
|
+2,957
|
+5%
|
|
|
516
|
R.W. Roge & Company
Bohemia,
New York
|
$33.4M
|
-$736K
|
-1,359
|
-2%
|
|
|
517
|
IFG Advisors
St. Louis,
Missouri
|
$33.3M
|
+$2.48M
|
+4,582
|
+8%
|
|
|
518
|
Avion Wealth
The Woodlands,
Texas
|
$33.2M
|
-$616K
|
-1,137
|
-2%
|
|
|
519
|
Aspire Capital Advisors
Seattle,
Washington
|
$33.2M
|
+$1.2M
|
+2,210
|
+4%
|
|
|
520
|
HUB Investment Partners
Austin,
Texas
|
$33.1M
|
-$9.1M
|
-16,796
|
-21%
|
|
|
521
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$33M
|
+$3.09M
|
+5,714
|
+10%
|
|
|
522
|
University of Chicago
Chicago,
Illinois
|
$32.8M
|
-$4.07M
|
-7,522
|
-11%
|
|
|
523
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$32.7M
|
+$1.05M
|
+1,934
|
+3%
|
|
|
524
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$32.6M
|
+$2.33M
|
+4,308
|
+8%
|
|
|
525
|
SFM LLC
Manchester,
New Hampshire
|
$32.6M
|
+$1.43M
|
+2,638
|
+5%
|
|
