|
526
|
Trust Company of the South
Greensboro,
North Carolina
|
$42.8M
|
+$2.32M
|
+3,703
|
+5%
|
|
|
527
|
CIBC World Market
Toronto,
Ontario, Canada
|
$42.7M
|
-$822K
|
-1,315
|
-2%
|
|
|
528
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$42.6M
|
+$447K
|
+715
|
+1%
|
|
|
529
|
Fidelis Capital Partners
Tampa,
Florida
|
$42.6M
|
+$8.5M
|
+13,597
|
+24%
|
|
|
530
|
Oak Harvest Investment Services
Houston,
Texas
|
$42.5M
|
-$1.47M
|
-2,350
|
-3%
|
|
|
531
|
Galilei Investment Office
London,
United Kingdom
|
$42.5M
|
-$1.16M
|
-1,851
|
-3%
|
|
|
532
|
Cynosure Group
Salt Lake City,
Utah
|
$42.3M
|
+$2.72M
|
+4,344
|
+7%
|
|
|
533
|
Verum Partners
Charlotte,
North Carolina
|
$42.1M
|
+$2.43M
|
+3,883
|
+6%
|
|
|
534
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$42.1M
|
-$19.6M
|
-31,261
|
-31%
|
|
|
535
|
Plancorp LLC
Saint Louis,
Missouri
|
$41.9M
|
+$1.43M
|
+2,288
|
+4%
|
|
|
536
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$41.7M
|
+$7.6M
|
+12,148
|
+21%
|
|
|
537
|
a16z Perennial Management
Menlo Park,
California
|
$41.3M
|
+$43.3M
|
+69,192
|
New
|
|
|
538
|
Passaic Partners
Newark,
New Jersey
|
$41.3M
|
-$2.92M
|
-4,674
|
-6%
|
|
|
539
|
Greenbush Financial Group
Albany,
New York
|
$41.3M
|
+$268K
|
+429
|
+0.6%
|
|
|
540
|
Level Four Advisory Services
Dallas,
Texas
|
$41.2M
|
+$1.97M
|
+3,147
|
+5%
|
|
|
541
|
Avion Wealth
The Woodlands,
Texas
|
$41.2M
|
-$600K
|
-959
|
-1%
|
|
|
542
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$41.1M
|
+$43M
|
+68,735
|
New
|
|
|
543
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$40.9M
|
+$42.8M
|
+68,445
|
New
|
|
|
544
|
Mather Group
Chicago,
Illinois
|
$40.8M
|
+$1.15M
|
+1,837
|
+3%
|
|
|
545
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$40.8M
|
+$4.45M
|
+7,111
|
+12%
|
|
|
546
|
Cardiff Park Advisors
Carlsbad,
California
|
$40.6M
|
+$42.5M
|
+68,007
|
New
|
|
|
547
|
Parsons Capital Management
Providence,
Rhode Island
|
$40.6M
|
+$10.1M
|
+16,091
|
+31%
|
|
|
548
|
Leavell Investment Management
Mobile,
Alabama
|
$40.6M
|
+$2.2M
|
+3,510
|
+5%
|
|
|
549
|
Park Avenue Securities
New York
|
$40.6M
|
+$8.12M
|
+12,980
|
+24%
|
|
|
550
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$40.5M
|
+$2.01M
|
+3,218
|
+5%
|
|
