|
301
|
AllianceBernstein
Nashville,
Tennessee
|
$23.5M
|
+$2.52M
|
+11,600
|
+12%
|
|
|
302
|
Strategic Equity Management
Tucson,
Arizona
|
$23.4M
|
+$617K
|
+2,843
|
+3%
|
|
|
303
|
DB Wealth Management Group
San Diego,
California
|
$23.3M
|
+$318K
|
+1,464
|
+1%
|
|
|
304
|
Telos Capital Management
San Diego,
California
|
$23.2M
|
+$181K
|
+836
|
+0.8%
|
|
|
305
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$23M
|
-$1.26M
|
-5,794
|
-5%
|
|
|
306
|
AllSquare Wealth Management
Albany,
New York
|
$23M
|
-$218K
|
-1,006
|
-1%
|
|
|
307
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$22.9M
|
+$22.3M
|
+102,559
|
New
|
|
|
308
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$22.8M
|
-$93.3K
|
-430
|
-0.4%
|
|
|
309
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$22.8M
|
+$22.2M
|
+102,290
|
New
|
|
|
310
|
|
$22.4M
|
+$956K
|
+4,403
|
+5%
|
|
|
311
|
Fiduciary Trust
Boston,
Massachusetts
|
$22.1M
|
-$306K
|
-1,410
|
-1%
|
|
|
312
|
Financial Advocates Investment Management
Olympia,
Washington
|
$21.6M
|
+$78.8K
|
+363
|
+0.4%
|
|
|
313
|
Monterey Private Wealth
Monterey,
California
|
$21.6M
|
+$1.64M
|
+7,575
|
+8%
|
|
|
314
|
Diversified Trust
Memphis,
Tennessee
|
$21.4M
|
-$2.64M
|
-12,186
|
-11%
|
|
|
315
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$21.3M
|
+$14M
|
+64,628
|
+209%
|
|
|
316
|
Great Diamond Partners
Portland,
Maine
|
$21.3M
|
-$2.7M
|
-12,436
|
-12%
|
|
|
317
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21.1M
|
-$1.51M
|
-6,942
|
-7%
|
|
|
318
|
Allianz Asset Management
Munich,
Germany
|
$21.1M
|
-$7.08M
|
-32,642
|
-26%
|
|
|
319
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$21M
|
+$1.5M
|
+6,924
|
+8%
|
|
|
320
|
AssetMark Inc
Concord,
California
|
$20.8M
|
+$2.03M
|
+9,337
|
+11%
|
|
|
321
|
Wind River Trust Company
Jackson,
Wyoming
|
$20.7M
|
-$542K
|
-2,497
|
-3%
|
|
|
322
|
|
$20.7M
|
-$370K
|
-1,707
|
-2%
|
|
|
323
|
|
$20.6M
|
+$457K
|
+2,104
|
+2%
|
|
|
324
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$20.5M
|
+$246K
|
+1,133
|
+1%
|
|
|
325
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$20.4M
|
–
|
–
|
–
|
|
