|
301
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$32.2M
|
-$929K
|
-4,195
|
-3%
|
|
|
302
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$32M
|
+$83K
|
+375
|
+0.2%
|
|
|
303
|
SYM Financial Corp
Winona Lake,
Indiana
|
$31.8M
|
+$160K
|
+723
|
+0.5%
|
|
|
304
|
Greenline Partners
New York
|
$31.6M
|
+$2.17M
|
+9,825
|
+7%
|
|
|
305
|
Family CFO
Los Altos,
California
|
$31.1M
|
+$429K
|
+1,936
|
+1%
|
|
|
306
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$30.9M
|
–
|
–
|
–
|
|
|
307
|
Scarborough Advisors
Annapolis,
Maryland
|
$30.9M
|
+$659K
|
+2,976
|
+2%
|
|
|
308
|
JMG Financial Group
Downers Grove,
Illinois
|
$30.7M
|
-$841K
|
-3,799
|
-3%
|
|
|
309
|
AllianceBernstein
Nashville,
Tennessee
|
$30.6M
|
+$145K
|
+654
|
+0.5%
|
|
|
310
|
Monterey Private Wealth
Monterey,
California
|
$30.5M
|
+$1.5M
|
+6,763
|
+5%
|
|
|
311
|
Modera Wealth Management
Westwood,
New Jersey
|
$30.4M
|
-$819K
|
-3,698
|
-3%
|
|
|
312
|
JVL Associates
Wyoming,
Michigan
|
$30.3M
|
-$1.07M
|
-4,845
|
-3%
|
|
|
313
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$30.1M
|
+$123K
|
+555
|
+0.4%
|
|
|
314
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.9M
|
+$287K
|
+1,296
|
+0.9%
|
|
|
315
|
Commerce Bank
Kansas City,
Missouri
|
$29.8M
|
-$2.35M
|
-10,626
|
-7%
|
|
|
316
|
Operose Advisors
Milwaukee,
Wisconsin
|
$29.8M
|
+$2.83M
|
+12,788
|
+10%
|
|
|
317
|
Choreo LLC
Rockford,
Illinois
|
$29.6M
|
+$897K
|
+4,053
|
+3%
|
|
|
318
|
WealthPLAN Partners
Omaha,
Nebraska
|
$29.6M
|
+$3.79M
|
+17,135
|
+14%
|
|
|
319
|
North Star Investment Management
Chicago,
Illinois
|
$29.1M
|
-$283K
|
-1,278
|
-0.9%
|
|
|
320
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$29.1M
|
-$1.49M
|
-6,725
|
-5%
|
|
|
321
|
Perigon Wealth Management
San Francisco,
California
|
$28.3M
|
-$59.3K
|
-268
|
-0.2%
|
|
|
322
|
Opus Investment Management
Worcester,
Massachusetts
|
$28.1M
|
-$178K
|
-802
|
-0.6%
|
|
|
323
|
TLWM Financial
San Antonio,
Texas
|
$28M
|
+$3.3M
|
+14,919
|
+13%
|
|
|
324
|
Pacific Center for Financial Services
San Ramon,
California
|
$27.8M
|
+$1.1M
|
+4,952
|
+4%
|
|
|
325
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$27.6M
|
+$646K
|
+2,920
|
+2%
|
|
