|
301
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$21.2M
|
+$1.05M
|
+5,193
|
+5%
|
|
|
302
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$21.1M
|
+$526K
|
+2,601
|
+3%
|
|
|
303
|
Strategic Equity Management
Tucson,
Arizona
|
$21.1M
|
+$542K
|
+2,679
|
+3%
|
|
|
304
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21M
|
-$217K
|
-1,071
|
-1%
|
|
|
305
|
BOK Financial
Tulsa,
Oklahoma
|
$20.9M
|
-$2.55M
|
-12,599
|
-11%
|
|
|
306
|
Fiduciary Trust
Boston,
Massachusetts
|
$20.8M
|
-$468K
|
-2,315
|
-2%
|
|
|
307
|
Belpointe Asset Management
Reno,
Nevada
|
$20.7M
|
+$972K
|
+4,804
|
+5%
|
|
|
308
|
Northstar Investment Advisors
Denver,
Colorado
|
$20.2M
|
+$14.3M
|
+70,848
|
+265%
|
|
|
309
|
Efficient Advisors
Mason,
Ohio
|
$20M
|
+$8.8M
|
+43,514
|
+82%
|
|
|
310
|
Financial Advocates Investment Management
Olympia,
Washington
|
$19.9M
|
+$4.07M
|
+20,126
|
+26%
|
|
|
311
|
|
$19.9M
|
-$10.1M
|
-49,733
|
-34%
|
|
|
312
|
Compass Advisory Group
Melville,
New York
|
$19.8M
|
-$1.24M
|
-6,105
|
-6%
|
|
|
313
|
Wind River Trust Company
Jackson,
Wyoming
|
$19.8M
|
-$2.95M
|
-14,598
|
-13%
|
|
|
314
|
|
$19.6M
|
–
|
–
|
–
|
|
|
315
|
Monterey Private Wealth
Monterey,
California
|
$19.5M
|
+$14M
|
+69,013
|
+341%
|
|
|
316
|
AllianceBernstein
Nashville,
Tennessee
|
$19.4M
|
+$1.06M
|
+5,242
|
+6%
|
|
|
317
|
Cetera Advisors
Denver,
Colorado
|
$19.3M
|
-$644K
|
-3,182
|
-3%
|
|
|
318
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$19M
|
-$2.95M
|
-14,597
|
-14%
|
|
|
319
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$18.8M
|
+$149K
|
+736
|
+0.8%
|
|
|
320
|
Howe & Rusling
Rochester,
New York
|
$18.7M
|
-$3.66M
|
-18,111
|
-17%
|
|
|
321
|
Washington Capital Management
Seattle,
Washington
|
$18.7M
|
-$699K
|
-3,455
|
-4%
|
|
|
322
|
|
$18.6M
|
+$414K
|
+2,046
|
+2%
|
|
|
323
|
Choreo LLC
Rockford,
Illinois
|
$18.6M
|
+$2.07M
|
+10,214
|
+13%
|
|
|
324
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.3M
|
+$2.96M
|
+14,647
|
+20%
|
|
|
325
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$18.2M
|
+$342K
|
+1,692
|
+2%
|
|
